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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
GWMIA
1576
Global Wealth Management Investment Advisory
Florida
$294K +$1.43K +8 +0.5%
FWCM
1577
First Western Capital Management
California
$293K -$2.69K -15 -0.9%
IBOK
1578
Independence Bank of Kentucky
Kentucky
$293K +$26.9K +150 +10%
FWP
1579
FAS Wealth Partners
Kansas
$292K -$11.1K -62 -4%
DOA
1580
D'Orazio & Associates
Virginia
$292K -$1.61K -9 -0.6%
OAM
1581
Oberweis Asset Management
Illinois
$292K +$179 +1 +0.1%
CB
1582
CNB Bank
Pennsylvania
$292K +$253K +1,413 +826%
SSW
1583
Smith Shellnut Wilson
Mississippi
$291K
SWK
1584
Stephen W. Kidder
$289K -$8.95K -50 -3%
THWM
1585
Taylor Hoffman Wealth Management
Virginia
$287K -$59.8K -334 -18%
CFA
1586
Capstone Financial Advisors
Illinois
$287K -$15K -84 -5%
EF
1587
Empirical Finance
Pennsylvania
$287K -$5.73K -32 -2%
PPSG
1588
Princeton Portfolio Strategies Group
New Jersey
$287K -$2.15K -12 -0.8%
KLI
1589
Kelman-Lazarov Inc
Tennessee
$287K
HPC
1590
Hobart Private Capital
North Carolina
$287K +$42.4K +237 +18%
IWC
1591
Integrated Wealth Concepts
Massachusetts
$286K -$39.9K -223 -13%
BCWM
1592
Blue Chip Wealth Management
Florida
$286K -$2.51K -14 -0.9%
BWM
1593
Baystate Wealth Management
Massachusetts
$286K +$256K +1,432 +1,432%
OCM
1594
Osbon Capital Management
Massachusetts
$285K +$277K +1,547 New
GGI
1595
Godsey & Gibb Inc
Virginia
$284K +$40.1K +224 +17%
CAM
1596
Cubic Asset Management
Massachusetts
$283K -$26.9K -150 -9%
BAM
1597
Baldrige Asset Management
Pennsylvania
$283K
RIG
1598
Renaissance Investment Group
Massachusetts
$280K -$27.8K -155 -9%
GSWM
1599
Golden State Wealth Management
California
$280K -$11.6K -65 -4%
SBL
1600
Sargent Bickham Lagudis
Colorado
$280K -$4.12K -23 -1%

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.