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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
BBA
1501
Braun-Bostich & Associates
Pennsylvania
$353K +$125K +697 +57%
WIC
1502
Woodmont Investment Counsel
Tennessee
$352K +$342K +1,912 New
PLFAM
1503
Pineno Levin & Ford Asset Management
Virginia
$350K
TWM
1504
Torch Wealth Management
Ohio
$350K
SSG
1505
Summit Securities Group
New York
$350K +$340K +1,900 New
SMC
1506
Smith, Moore & Co
Missouri
$348K +$91.9K +513 +37%
CIA
1507
CCM Investment Advisers
South Carolina
$347K -$558K -3,115 -62%
BL
1508
BCWM LLC
Kansas
$346K -$21.7K -121 -6%
MIC
1509
Means Investment Company
Maine
$346K -$5.01K -28 -1%
WRM
1510
Weybosset Research & Management
Rhode Island
$346K
FTC
1511
Farmers Trust Company
Ohio
$345K -$55.1K -308 -14%
SWA
1512
SFMG Wealth Advisors
Texas
$343K -$716 -4 -0.2%
CA
1513
Cornerstone Advisory
Maryland
$342K -$53.7K -300 -14%
GIM
1514
Goelzer Investment Management
Indiana
$342K -$7.34K -41 -2%
ACM
1515
Aljian Capital Management
Nevada
$341K
JA
1516
JOYN Advisors
Georgia
$341K +$38.7K +216 +13%
AI
1517
Accredited Investors
Minnesota
$339K -$5.19K -29 -2%
SP
1518
Symmetry Partners
Connecticut
$338K -$939K -5,244 -74%
PFBT
1519
Parkside Financial Bank & Trust
Missouri
$338K -$11.8K -66 -3%
CVM
1520
Cheviot Value Management
California
$336K -$12.5K -70 -4%
LWM
1521
Liberty Wealth Management
California
$336K +$192K +1,073 +143%
TL
1522
TrueWealth LLC
Georgia
$335K -$33.3K -186 -9%
RIS
1523
Retirement Income Solutions
Michigan
$334K -$35.8K -200 -10%
CBA
1524
Coastal Bridge Advisors
Connecticut
$334K
SIA
1525
Starfire Investment Advisers
Michigan
$334K +$325K +1,815 New

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.