We are live on ! Find out more

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
PA
1626
Probity Advisors
Texas
$263K -$11.1K -62 -4%
FNC
1627
First National Corp
Massachusetts
$262K -$18.8K -105 -7%
PHAM
1628
Palisades Hudson Asset Management
Florida
$262K
BCA
1629
Bay Colony Advisors
Massachusetts
$261K -$31K -173 -11%
CCIA
1630
Campbell & Co Investment Adviser
Maryland
$260K +$252K +1,410 New
FWM
1631
Fairhaven Wealth Management
Illinois
$258K +$24.2K +135 +11%
WLIM
1632
White Lighthouse Investment Management
Massachusetts
$258K +$251K +1,400 New
RTC
1633
Riverview Trust Company
Washington
$257K
OPPM
1634
Opus Point Partners Management
New York
$257K +$27.8K +155 +12%
FTI
1635
Fiduciary Trust International
Massachusetts
$257K +$250K +1,395 New
HR
1636
Hayden Royal
North Carolina
$255K +$21.5K +120 +9%
MFG
1637
Magnus Financial Group
New York
$254K -$232K -1,296 -48%
FIM
1638
Fruth Investment Management
Texas
$254K
CFS
1639
CRA Financial Services
New Jersey
$253K +$36.5K +204 +18%
PL
1640
Parthenon LLC
Kentucky
$251K
WCG
1641
Weaver Consulting Group
California
$251K
EIA
1642
Edgemoor Investment Advisors
Maryland
$249K
SRC
1643
Stone Run Capital
New York
$249K
TFO
1644
Tarbox Family Office
California
$249K +$1.07K +6 +0.4%
FWM
1645
Focused Wealth Management
New York
$249K +$242K +1,350 New
DI
1646
DFPG Investments
Utah
$248K -$32.2K -180 -12%
NA
1647
Nottingham Advisors
New York
$248K
TFS
1648
TrustCore Financial Services
Tennessee
$248K +$17K +95 +8%
CMO
1649
Covenant Multifamily Offices
Texas
$248K +$241K +1,347 New
LFA
1650
Legacy Financial Advisors
Kentucky
$247K -$12.2K -68 -5%

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.