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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
LFA
1651
Legacy Financial Advisors
Kentucky
$268K +$8.45K +44 +3%
WAM
1652
Weiss Asset Management
Massachusetts
$267K -$136K -708 -34%
FIM
1653
Fruth Investment Management
Texas
$267K
TPA
1654
Trivium Point Advisory
Connecticut
$265K +$3.07K +16 +1%
PSP
1655
Principal Street Partners
Tennessee
$262K +$260K +1,356 New
EIA
1656
Edgemoor Investment Advisors
Maryland
$261K
FWM
1657
Focused Wealth Management
New York
$261K
SRC
1658
Stone Run Capital
New York
$261K
TFO
1659
Tarbox Family Office
California
$261K
TFS
1660
TrustCore Financial Services
Tennessee
$260K
AIM
1661
Advantage Investment Management
Iowa
$260K +$3.26K +17 +1%
KWA
1662
KCS Wealth Advisory
California
$259K +$5.18K +27 +2%
OA
1663
Oxbow Advisors
Texas
$259K -$20.2K -105 -7%
WDL
1664
Well Done LLC
Michigan
$259K +$257K +1,341 New
Verition Fund Management
1665
Verition Fund Management
Connecticut
$258K -$1.34M -6,987 -84%
ECM
1666
EagleClaw Capital Management
Massachusetts
$258K
CICI
1667
Capital Investment Counsel Inc
North Carolina
$257K
CCA
1668
Conestoga Capital Advisors
Pennsylvania
$257K
AIC
1669
Ameritas Investment Company
Nebraska
$257K +$246K +1,280 New
PL
1670
Parthenon LLC
Kentucky
$256K -$7.68K -40 -3%
TC
1671
Trilogy Capital
California
$255K +$192 +1 +0.1%
GAM
1672
Grandview Asset Management
Pennsylvania
$253K +$21.9K +114 +10%
FWCM
1673
First Western Capital Management
California
$252K -$55.3K -288 -18%
WIC
1674
Woodmont Investment Counsel
Tennessee
$251K -$118K -615 -32%
GA
1675
Geller Advisors
New York
$251K +$249K +1,298 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.