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1,883 hedge funds and large institutions have $89.4B invested in Amgen in 2019 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 720 increasing their positions, 784 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

4% more capital invested

Capital invested by funds: $85.5B → $89.4B (+$3.82B)

1% more funds holding

Funds holding: 1,8651,883 (+18)

0.78% more ownership

Funds ownership: 76.4%77.17% (+0.78%)

8% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 784

22% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.29B

Holders
1,883
Holders Change
+18
Holders Change %
+0.97%
% of All Funds
41.29%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.36%
New
117
Increased
720
Reduced
784
Closed
86
Calls
$1.01B
Puts
$1.29B
Net Calls
-$283M
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1251
NWAM LLC
Washington
$765K -$88.3K -460 -10%
APG
1252
Abacus Planning Group
South Carolina
$765K +$2.3K +12 +0.3%
VEA
1253
Virtus ETF Advisers
New York
$762K -$126K -658 -14%
MWM
1254
Mascoma Wealth Management
New Hampshire
$762K +$48K +250 +7%
ODCM
1255
Old Dominion Capital Management
Virginia
$762K +$100K +521 +15%
IA
1256
IFP Advisors
Florida
$757K +$744K +3,877 New
FMWA
1257
Forvis Mazars Wealth Advisors
Missouri
$746K +$35.3K +184 +5%
BCM
1258
Bourgeon Capital Management
Connecticut
$744K
BFA
1259
Beaumont Financial Advisors
Massachusetts
$744K +$737K +3,842 New
WB
1260
Webster Bank
Connecticut
$739K -$12.9K -67 -2%
FM
1261
Family Management
New York
$735K +$152K +794 +26%
PGAM
1262
Princeton Global Asset Management
New Jersey
$734K +$132K +690 +22%
KLWA
1263
Kelly Lawrence W & Associates
California
$728K
LTI
1264
Laffer Tengler Investments
Tennessee
$726K -$3.84K -20 -0.5%
CPA
1265
Court Place Advisors
Maryland
$720K -$28.8K -150 -4%
QI
1266
Qtron Investments
Massachusetts
$719K
BBI
1267
Baxter Bros Inc
Connecticut
$718K -$30.7K -160 -4%
DI
1268
Diligent Investors
California
$718K +$768 +4 +0.1%
SAM
1269
Security Asset Management
New York
$716K
RWM
1270
Ritholtz Wealth Management
New York
$716K +$6.72K +35 +1%
CWM
1271
Calamos Wealth Management
Illinois
$716K +$419K +2,181 +143%
CDH
1272
Charles D. Hyman
$714K -$4.22K -22 -0.6%
IIC
1273
Integrated Investment Consultants
Michigan
$713K
WPC
1274
Waters Parkerson & Co
Louisiana
$712K -$30.7K -160 -4%
MPIA
1275
Mountain Pacific Investment Advisers
Idaho
$710K

AMGN Hedge Fund Activity: Q3 2019 in Review

1,883 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2019, worth a combined $89.4B — up 4.5% from $85.5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AMGN positions and 86 closed out — a net gain of 31 holders — while 720 added to existing stakes and 784 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $775M. The largest seller was Capital International Investors, cutting an estimated $762M.

  • 1,883 institutional investors held Amgen (AMGN) as of Q3 2019, up from 1,865 in Q2 2019.
  • Funds reported $89.4B of Amgen stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 117 funds opened new Amgen positions in Q3 2019 and 86 closed out, a net change of +31 holders.
  • The largest Amgen buyer in Q3 2019 was Capital Research Global Investors, an estimated $775M added.
  • The largest Amgen seller in Q3 2019 was Capital International Investors, an estimated $762M sold.

Based on aggregated 13F filings for Q3 2019.