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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
MFG
1601
Magnus Financial Group
New York
$300K +$32.8K +171 +12%
CAM
1602
Cubic Asset Management
Massachusetts
$298K
TF
1603
Trek Financial
Arizona
$297K -$226K -1,175 -43%
CF
1604
Centaurus Financial
California
$297K -$164K -856 -36%
BAM
1605
Baldrige Asset Management
Pennsylvania
$297K
CC
1606
Cedar Capital
Illinois
$297K +$295K +1,537 New
DOA
1607
D'Orazio & Associates
Virginia
$296K -$10.7K -56 -4%
TIA
1608
Tiemann Investment Advisors
California
$296K +$11.5K +60 +4%
BWM
1609
Baystate Wealth Management
Massachusetts
$295K -$1.34K -7 -0.5%
KLI
1610
Kelman-Lazarov Inc
Tennessee
$294K -$6.91K -36 -2%
LCOV
1611
London Company of Virginia
Virginia
$294K
OPPM
1612
Opus Point Partners Management
New York
$294K +$23.2K +121 +9%
KPCM
1613
Kings Point Capital Management
New York
$294K +$44.1K +230 +18%
OAM
1614
Oberweis Asset Management
Illinois
$292K -$13.8K -72 -5%
SWK
1615
Stephen W. Kidder
$292K -$10.6K -55 -4%
WCF
1616
West Coast Financial
California
$291K +$288K +1,502 New
CL
1617
Choreo LLC
Illinois
$290K -$204K -1,061 -41%
PDM
1618
Penn Davis McFarland
Texas
$290K
TSS
1619
Thomas Story & Son
Indiana
$290K
WLIM
1620
White Lighthouse Investment Management
Massachusetts
$290K +$19.2K +100 +7%
SP
1621
Symmetry Partners
Connecticut
$289K -$65.1K -339 -18%
BWP
1622
Bernardo Wealth Planning
Pennsylvania
$289K -$22.8K -119 -7%
CPSAC
1623
Chas P. Smith & Associates (CPS)
Florida
$289K +$768 +4 +0.3%
MWM
1624
Modera Wealth Management
New Jersey
$288K -$4.64M -24,176 -94%
SSW
1625
Smith Shellnut Wilson
Mississippi
$288K -$17.9K -93 -6%

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.