We are live on ! Find out more

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
PMFA
1351
Plante Moran Financial Advisors
Michigan
$592K +$2.5K +13 +0.4%
PP
1352
Patten & Patten
Tennessee
$592K +$137K +716 +31%
LA
1353
Lau Associates
Delaware
$590K -$69.5K -362 -11%
SIA
1354
Strategic Investment Advisors
Michigan
$587K +$21.1K +110 +4%
EWM
1355
Elite Wealth Management
Washington
$581K
NSEDCP
1356
NJ State Employees Deferred Compensation Plan
New Jersey
$581K
FMLI
1357
Fukoku Mutual Life Insurance
Japan
$581K +$38.4K +200 +7%
NCM
1358
Nelson Capital Management
California
$580K +$52.8K +275 +10%
NFG
1359
Nations Financial Group
Iowa
$579K +$124K +648 +31%
HHAA
1360
Henry H. Armstrong Associates
Pennsylvania
$575K
NIC
1361
Northwest Investment Counselors
Oregon
$572K
FHC
1362
First Heartland Consultants
Missouri
$570K -$59.1K -308 -9%
HFA
1363
High Falls Advisors
New York
$568K +$192 +1 +0%
NAS
1364
Nicolet Advisory Services
Wisconsin
$567K +$384 +2 +0.1%
ZCI
1365
Zevenbergen Capital Investments
Washington
$566K +$108K +563 +24%
WF
1366
WoodTrust Financial
Wisconsin
$565K
GG
1367
GenWealth Group
New Jersey
$563K
FNBTCON
1368
First National Bank & Trust Co of Newtown
Pennsylvania
$562K
NCM
1369
Northwest Capital Management
Oregon
$560K
CPIG
1370
Chicago Partners Investment Group
Illinois
$559K +$46.8K +244 +10%
GEA
1371
Glen Eagle Advisors
New Jersey
$559K
NCM
1372
Northside Capital Management
Oregon
$556K -$14.4K -75 -3%
BOS
1373
Bingham Osborn & Scarborough
California
$556K +$11.5K +60 +2%
CB
1374
CNB Bank
Pennsylvania
$555K +$247K +1,286 +81%
KFA
1375
Kelleher Financial Advisors
New York
$554K +$192 +1 +0%

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.