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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
WFM
1701
Wolff Financial Management
Michigan
$214K +$208K +1,162 New
RWM
1702
RBA Wealth Management
California
$213K -$23.3K -130 -10%
FC
1703
Fulcrum Capital
Washington
$212K -$20.6K -115 -9%
SFFS
1704
Stonehage Fleming Financial Services
Jersey
$212K
JCM
1705
Jag Capital Management
Missouri
$211K +$8.06K +45 +4%
SFG
1706
Summit Financial Group
West Virginia
$209K -$11.8K -66 -5%
GCM
1707
Gables Capital Management
Florida
$209K
AAP
1708
Arax Advisory Partners
Colorado
$209K +$203K +1,136 New
MA
1709
MCF Advisors
Kentucky
$207K
RMAM
1710
Raab & Moskowitz Asset Management
New Jersey
$207K +$202K +1,126 New
WCM
1711
Wedge Capital Management
North Carolina
$206K +$200K +1,118 New
SICM
1712
Sustainable Insight Capital Management
New York
$205K -$71.6K -400 -26%
HDIM
1713
Hanson & Doremus Investment Management
Vermont
$204K
RWM
1714
RKL Wealth Management
Pennsylvania
$204K +$197K +1,102 New
HHGA
1715
Halbert Hargrove Global Advisors
California
$203K -$716 -4 -0.4%
SCM
1716
Salem Capital Management
Massachusetts
$203K
DACG
1717
Donor Advised Charitable Giving
California
$203K +$197K +1,100 New
WSCM
1718
Wellington Shields Capital Management
New York
$203K +$197K +1,100 New
DHFB
1719
Dixon Hubard Feinour & Brown
Virginia
$202K -$21.3K -119 -10%
VR
1720
Viridian RIA
Washington
$202K -$8.95K -50 -4%
TVAMP
1721
Tennessee Valley Asset Management Partners
Tennessee
$202K +$196K +1,095 New
CAM
1722
Concorde Asset Management
Michigan
$201K -$3.4K -19 -2%
DDPIC
1723
Deroy & Devereaux Private Investment Counsel
Michigan
$201K
FLAM
1724
First Light Asset Management
Minnesota
$201K
VA
1725
Valmark Advisers
Ohio
$200K -$4.3K -24 -2%

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.