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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
SP
1551
Successful Portfolios
Florida
$343K +$15.5K +81 +5%
CGA
1552
Crescent Grove Advisors
Illinois
$342K
COI
1553
Capital One Investing
Virginia
$341K +$32.4K +169 +11%
GLI
1554
Guardian Life Insurance
New York
$340K -$7.49K -39 -2%
FA
1555
Fortis Advisors
Pennsylvania
$339K +$2.5K +13 +0.7%
OIM
1556
Orca Investment Management
Oregon
$338K -$6.72K -35 -2%
KMWM
1557
Keudell/Morrison Wealth Management
Oregon
$338K
CTA
1558
Colonial Trust Advisors
South Carolina
$337K -$59.7K -311 -15%
BKA
1559
Brick & Kyle Associates
Pennsylvania
$337K +$19.4K +101 +7%
FAM
1560
Fenimore Asset Management
New York
$336K
WA
1561
WBH Advisory
Maryland
$336K +$384 +2 +0.1%
WWM
1562
Western Wealth Management
Colorado
$335K -$4.42K -23 -1%
CTI
1563
Community Trust & Investment
Kentucky
$334K +$9.21K +48 +3%
VSWA
1564
Vontobel Swiss Wealth Advisors
Switzerland
$332K -$187K -972 -36%
SPI
1565
Santori & Peters Inc
Pennsylvania
$332K +$2.11K +11 +0.6%
GSWM
1566
Golden State Wealth Management
California
$330K +$36.1K +188 +12%
AI
1567
Accredited Investors
Minnesota
$329K -$26.3K -137 -7%
HPWM
1568
Highland Private Wealth Management
Washington
$328K -$43K -224 -12%
ACM
1569
Ategra Capital Management
Virginia
$327K
TCPWM
1570
Traverso Chambers Private Wealth Management
California
$326K +$1.34K +7 +0.4%
BIA
1571
BHK Investment Advisors
Alabama
$325K -$99.8K -520 -24%
JA
1572
JOYN Advisors
Georgia
$323K -$39.5K -206 -11%
UC
1573
Unio Capital
New Jersey
$323K
DWM
1574
Destination Wealth Management
California
$321K +$190K +991 +149%
WANY
1575
Wealthspire Advisors (New York)
New York
$320K +$317K +1,653 New

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.