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1,865 hedge funds and large institutions have $85.5B invested in Amgen in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 734 increasing their positions, 778 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% less ownership

Funds ownership: 77.11%76.4% (-0.71%)

2% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 109

6% less repeat investments, than reductions

Existing positions increased: 734 | Existing positions reduced: 778

1% less funds holding

Funds holding: 1,8871,865 (-22)

6% less capital invested

Capital invested by funds: $90.9B → $85.5B (-$5.38B)

24% less funds holding in top 10

Funds holding in top 10: 7154 (-17)

39% less call options, than puts

Call options by funds: $974M | Put options by funds: $1.59B

Holders
1,865
Holders Change
-22
Holders Change %
-1.17%
% of All Funds
40.5%
Holding in Top 10
54
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.94%
% of All Funds
1.17%
New
107
Increased
734
Reduced
778
Closed
109
Calls
$974M
Puts
$1.59B
Net Calls
-$611M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1226
ACG Wealth
Georgia
$727K -$316K -1,764 -31%
APG
1227
Abacus Planning Group
South Carolina
$726K -$10K -56 -1%
AWA
1228
Arete Wealth Advisors
Illinois
$724K -$3.19M -17,792 -82%
WB
1229
Webster Bank
Connecticut
$717K
ACA
1230
Anchor Capital Advisors
Massachusetts
$716K
MCM
1231
MV Capital Management
Maryland
$714K +$61.1K +341 +10%
BBI
1232
Baxter Bros Inc
Connecticut
$713K -$13.6K -76 -2%
BPA
1233
Beacon Pointe Advisors
California
$713K +$4.66K +26 +0.7%
CPA
1234
Court Place Advisors
Maryland
$713K +$7.16K +40 +1%
BCM
1235
Bourgeon Capital Management
Connecticut
$708K
WPC
1236
Waters Parkerson & Co
Louisiana
$707K
NB
1237
NBT Bank
New York
$707K +$6.09K +34 +0.9%
CWM
1238
Cordatus Wealth Management
Pennsylvania
$705K +$27K +151 +4%
SCA
1239
Snowden Capital Advisors
New York
$702K -$27K -151 -4%
SEIA
1240
Signature Estate & Investment Advisors
California
$699K +$679K +3,794 New
SMG
1241
Spectrum Management Group
Indiana
$695K -$1.55M -8,651 -70%
ABP
1242
Arthur B. Page
$695K -$26.9K -150 -4%
TPWA
1243
TRUE Private Wealth Advisors
Oregon
$695K +$25.1K +140 +4%
LTI
1244
Laffer Tengler Investments
Tennessee
$695K -$3.57M -19,955 -84%
KLWA
1245
Kelly Lawrence W & Associates
California
$693K
DAS
1246
Dynamic Advisor Solutions
Arizona
$690K -$58.4K -326 -8%
KA
1247
Kovack Advisors
Florida
$687K -$210K -1,171 -24%
SFSG
1248
Stearns Financial Services Group
North Carolina
$687K +$17.9K +100 +3%
GI
1249
Gradient Investments
Minnesota
$685K +$26K +145 +4%
QI
1250
Qtron Investments
Massachusetts
$685K +$85.9K +480 +15%

AMGN Hedge Fund Activity: Q2 2019 in Review

1,865 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2019, worth a combined $85.5B — down 5.9% from $90.9B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AMGN and 107 opened new positions — a net loss of 2 holders — while 778 trimmed existing stakes and 734 added.

The largest buyer was Nuveen, adding an estimated $823M. The largest seller was Capital Research Global Investors, cutting an estimated $687M.

  • 1,865 institutional investors held Amgen (AMGN) as of Q2 2019, down from 1,887 in Q1 2019.
  • Funds reported $85.5B of Amgen stock for Q2 2019, down 5.9% quarter-over-quarter.
  • 107 funds opened new Amgen positions in Q2 2019 and 109 closed out, a net change of -2 holders.
  • The largest Amgen buyer in Q2 2019 was Nuveen, an estimated $823M added.
  • The largest Amgen seller in Q2 2019 was Capital Research Global Investors, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2019.