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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
RCAMU
1551
Rothschild & Co Asset Management US
Connecticut
$313K
SP
1552
Successful Portfolios
Florida
$312K -$895 -5 -0.3%
ACM
1553
Ategra Capital Management
Virginia
$311K -$9.31K -52 -3%
UC
1554
Unio Capital
New Jersey
$311K -$190K -1,063 -39%
TAM
1555
Tiverton Asset Management
Delaware
$311K -$38.3K -214 -11%
BFO
1556
Biltmore Family Office
North Carolina
$311K -$12.5K -70 -4%
PO
1557
Private Ocean
California
$311K +$91.1K +509 +43%
ICM
1558
IMS Capital Management
Oregon
$310K
ET
1559
Equitable Trust
Tennessee
$309K -$23.1K -129 -7%
CTI
1560
Community Trust & Investment
Kentucky
$309K
Parallax Volatility Advisers
1561
Parallax Volatility Advisers
California
$308K -$8.45M -47,218 -97%
DA
1562
Doliver Advisors
Texas
$308K +$299K +1,672 New
AOWM
1563
Alpha Omega Wealth Management
Virginia
$306K -$8.95K -50 -3%
GKWIM
1564
Gerber Kawasaki Wealth & Investment Management
California
$304K -$1.97K -11 -0.7%
PCMC
1565
Private Capital Management (Colorado)
Colorado
$304K
AGA
1566
Accuvest Global Advisors
Utah
$303K +$294K +1,643 New
Cetera Investment Advisers
1567
Cetera Investment Advisers
Illinois
$302K +$27.6K +154 +10%
MSA
1568
Marino Stram & Associates
Massachusetts
$302K +$119K +662 +68%
GPC
1569
Glacier Peak Capital
Washington
$300K
UH
1570
Unigestion Holding
Switzerland
$300K +$14.1K +79 +5%
CC
1571
Capital Counsel
New York
$299K
CCG
1572
Chatham Capital Group
Georgia
$299K
BWP
1573
Bernardo Wealth Planning
Pennsylvania
$298K -$1.25K -7 -0.4%
COI
1574
Capital One Investing
Virginia
$295K -$53.7K -300 -16%
LFASL
1575
Lugano Financial Advisors SA (LFA)
Switzerland
$295K +$4.48K +25 +2%

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.