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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
SEI Investments
151
SEI Investments
Pennsylvania
$51.6M -$7.37M -41,172 -13%
BC
152
Bartlett & Co
Ohio
$51.4M -$306K -1,710 -0.6%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$51.4M -$306K -1,710 -0.6%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$51.1M +$21.6M +120,490 +77%
PAM
155
Panagora Asset Management
Massachusetts
$50.8M -$78.7M -439,405 -61%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$50.7M -$1.82M -10,152 -4%
KeyBank National Association
157
KeyBank National Association
Ohio
$50M -$302K -1,685 -0.6%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$49.9M +$1.65M +9,207 +4%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$49M +$47.6M +265,653 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$46.8M -$892K -4,984 -2%
RPI
161
Railway Pension Investments
United Kingdom
$46.5M +$7.08M +39,565 +19%
LPL Financial
162
LPL Financial
California
$46.2M +$6.03M +33,695 +16%
CAM
163
ClariVest Asset Management
California
$46.1M -$3.39M -18,919 -7%
ZIM
164
Zacks Investment Management
Illinois
$45.9M +$459K +2,563 +1%
SCP
165
Seizert Capital Partners
Michigan
$45.3M -$3.57M -19,935 -8%
CI
166
Conning Inc
Connecticut
$45M +$1.54M +8,627 +4%
Macquarie Group
167
Macquarie Group
Australia
$44.7M +$7.05M +39,377 +19%
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$44M -$588K -3,284 -1%
UCFA
169
United Capital Financial Advisors
Texas
$43.5M -$618K -3,451 -1%
HPC
170
HM Payson & Co
Maine
$43.5M +$323K +1,803 +0.8%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$43.4M -$386K -2,155 -0.9%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$43.3M -$262K -1,464 -0.6%
First Manhattan
173
First Manhattan
New York
$42.7M -$1.06M -5,914 -2%
PCA
174
Personal Capital Advisors
California
$42.1M +$3.53M +19,696 +9%
CB
175
Commerce Bank
Missouri
$42M +$533K +2,974 +1%

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.