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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
DLCIG
1701
D.L. Carlson Investment Group
New Hampshire
$236K +$1.34K +7 +0.6%
AW
1702
Alpha Windward
Massachusetts
$235K
RSWM
1703
Robertson Stephens Wealth Management
California
$235K +$233K +1,215 New
NHC
1704
Nicholas Hoffman & Company
Georgia
$234K +$192 +1 +0.1%
GAM
1705
Gemmer Asset Management
California
$234K +$2.3K +12 +1%
FTI
1706
Fiduciary Trust International
Massachusetts
$232K -$38K -198 -14%
KTA
1707
Keeley-Teton Advisors
Illinois
$232K
PIM
1708
Provident Investment Management
Michigan
$232K
DACG
1709
Donor Advised Charitable Giving
California
$231K +$18.2K +95 +9%
JHCP
1710
Jackson Hole Capital Partners
Oklahoma
$230K +$228K +1,187 New
BFC
1711
Bedel Financial Consulting
Indiana
$229K +$2.3K +12 +1%
BCMO
1712
Buckingham Capital Management (Ohio)
Ohio
$228K -$1.71M -8,895 -88%
BRM
1713
Boston Research & Management
Massachusetts
$228K
HHGA
1714
Halbert Hargrove Global Advisors
California
$228K +$14.8K +77 +7%
CBFP
1715
Cedar Brook Financial Partners
Ohio
$227K -$17.9K -93 -7%
TI
1716
Truehand Inc
New Hampshire
$225K
WFM
1717
Wolff Financial Management
Michigan
$225K
FA
1718
FCG Advisors
New Jersey
$225K +$223K +1,163 New
FC
1719
Fulcrum Capital
Washington
$223K
SFFS
1720
Stonehage Fleming Financial Services
Jersey
$223K
WI
1721
WrapManager Inc
California
$223K +$221K +1,151 New
WCG
1722
Weaver Consulting Group
California
$222K -$19.2K -100 -7%
JIP
1723
JBJ Investment Partners
South Carolina
$221K +$220K +1,144 New
AAP
1724
Arax Advisory Partners
Colorado
$220K +$576 +3 +0.3%
GCM
1725
Gables Capital Management
Florida
$219K

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.