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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
BAM
1276
Barrett Asset Management
New York
$647K -$114K -634 -15%
MA
1277
Montag & Associates
Georgia
$646K -$107K -597 -15%
SLT
1278
St Louis Trust
Missouri
$645K -$313K -1,750 -33%
WWM
1279
Windsor Wealth Management
Indiana
$638K +$16.3K +91 +3%
HT
1280
Heritage Trust
Oklahoma
$635K -$13.8K -77 -2%
BWAM
1281
Boyd Watterson Asset Management
Ohio
$635K
HCM
1282
Hollencrest Capital Management
California
$630K -$2.15K -12 -0.3%
ODCM
1283
Old Dominion Capital Management
Virginia
$630K
FSA
1284
Franklin Street Advisors
North Carolina
$629K -$24.4K -136 -4%
LA
1285
Lau Associates
Delaware
$629K +$27.4K +153 +5%
FFA
1286
First Foundation Advisors
California
$628K +$73.2K +409 +14%
EGA
1287
E&G Advisors
Texas
$627K
FCA
1288
FinTrust Capital Advisors
South Carolina
$624K +$149K +831 +33%
WA
1289
WealthTrust Axiom
Pennsylvania
$622K
SWMG
1290
Signature Wealth Management Group
Georgia
$620K +$42.4K +237 +8%
WAM
1291
Weatherly Asset Management
California
$616K -$13.6K -76 -2%
JIC
1292
Joel Isaacson & Co
New York
$615K -$12K -67 -2%
MMH
1293
Menora Mivtachim Holdings
Israel
$614K -$22.1M -123,385 -97%
FI
1294
Fosun International
China
$613K -$96.7K -540 -14%
1WA
1295
180 Wealth Advisors
Washington
$612K -$22.9K -128 -4%
ACP
1296
Aveo Capital Partners
Colorado
$610K +$14.5K +81 +2%
HIM
1297
Hillsdale Investment Management
Ontario, Canada
$609K +$50.1K +280 +9%
SAM
1298
Shamrock Asset Management
Texas
$605K +$26.5K +148 +5%
VAM
1299
Verity Asset Management
North Carolina
$604K +$138K +772 +31%
BWCS
1300
Beirne Wealth Consulting Services
Connecticut
$602K -$19.9K -111 -3%

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.