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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
DP
1326
Dearborn Partners
Illinois
$573K +$146K +816 +36%
FAM
1327
Formidable Asset Management
Ohio
$565K -$1.72M -9,617 -76%
EB
1328
Eastern Bank
Massachusetts
$563K -$7.16K -40 -1%
PMFA
1329
Plante Moran Financial Advisors
Michigan
$562K -$642K -3,584 -54%
SCM
1330
Southport Capital Management
Tennessee
$559K -$67.3K -376 -11%
AIM
1331
Avity Investment Management
Connecticut
$557K +$542K +3,025 New
DWM
1332
Doyle Wealth Management
Florida
$555K +$537 +3 +0.1%
BW
1333
Bison Wealth
Georgia
$553K -$72.5K -405 -12%
EWM
1334
Elite Wealth Management
Washington
$553K
FM
1335
Family Management
New York
$553K
NSEDCP
1336
NJ State Employees Deferred Compensation Plan
New Jersey
$553K
WA
1337
Wheatland Advisors
Pennsylvania
$548K
MPW
1338
MA Private Wealth
California
$547K -$33.3K -186 -6%
NIC
1339
Northwest Investment Counselors
Oregon
$545K
NCM
1340
Northside Capital Management
Oregon
$543K
GG
1341
GenWealth Group
New Jersey
$543K +$895 +5 +0.2%
HFA
1342
High Falls Advisors
New York
$541K -$4.48K -25 -0.8%
LA
1343
LVW Advisors
New York
$541K +$526K +2,938 New
NAS
1344
Nicolet Advisory Services
Wisconsin
$540K +$161K +901 +44%
FIB
1345
First Interstate Bank
Montana
$538K -$32.9K -184 -6%
SIA
1346
Strategic Investment Advisors
Michigan
$538K -$15.9K -89 -3%
WF
1347
WoodTrust Financial
Wisconsin
$538K -$4.12K -23 -0.8%
ATIA
1348
American Trust Investment Advisors
New Hampshire
$537K -$179 -1 -0%
DK
1349
Darrell & King
Virginia
$537K +$41.4K +231 +9%
FNBTCON
1350
First National Bank & Trust Co of Newtown
Pennsylvania
$536K

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.