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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
WWM
1401
Windsor Wealth Management
Indiana
$512K -$138K -719 -21%
BPCE
1402
Bank Pictet & Cie (Europe)
Germany
$512K
PCG
1403
Private Capital Group
Connecticut
$511K +$56.2K +293 +12%
BFO
1404
Biltmore Family Office
North Carolina
$511K +$183K +952 +56%
EWA
1405
ERTS Wealth Advisors
Michigan
$510K +$104K +544 +26%
EW
1406
Evoke Wealth
California
$507K +$503K +2,620 New
EWA
1407
Exencial Wealth Advisors
Oklahoma
$507K -$52.4K -273 -9%
RFA
1408
Reilly Financial Advisors
California
$506K -$1.15K -6 -0.2%
ACM
1409
Alethea Capital Management
Washington
$503K
DWM
1410
Doyle Wealth Management
Florida
$502K -$80.4K -419 -14%
JGIA
1411
Jackson Grant Investment Advisers
Connecticut
$498K +$384 +2 +0.1%
AIM
1412
Arcadia Investment Management
Michigan
$498K +$454K +2,365 +1,126%
BHA
1413
Beech Hill Advisors
New York
$495K
FIB
1414
First Interstate Bank
Montana
$494K -$71.8K -374 -13%
AA
1415
Apriem Advisors
California
$494K +$37K +193 +8%
KFS
1416
Kurt F. Somerville
$493K
CA
1417
Capital Advantage
California
$493K +$489K +2,548 New
SWA
1418
Sutton Wealth Advisors
Florida
$490K
MHIC
1419
Marble Harbor Investment Counsel
Massachusetts
$489K -$192 -1 -0%
WC
1420
Westhampton Capital
North Carolina
$489K
SFSIG
1421
San Francisco Sentry Investment Group
California
$489K +$22.3K +116 +5%
DMC
1422
Drexel Morgan & Co
Pennsylvania
$486K
QAM
1423
QCI Asset Management
New York
$483K -$37.2K -194 -7%
GBT
1424
Grove Bank & Trust
Florida
$483K +$54.3K +283 +13%
RIA
1425
Regal Investment Advisors
Michigan
$482K -$13.1K -68 -3%

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.