We are live on ! Find out more

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
IRC
1826
Investors Research Corp
Georgia
$48K
LWA
1827
Lenox Wealth Advisors
New York
$48K +$16.5K +86 +54%
CWM
1828
Cranbrook Wealth Management
Michigan
$47K
SIS
1829
Sound Income Strategies
Florida
$46K
SB
1830
Strategic Blueprint
Georgia
$45K +$44.9K +234 New
AJ
1831
Ashburton (Jersey)
Jersey
$44K
CA
1832
Crewe Advisors
Utah
$43K -$4.61K -24 -10%
SFM
1833
Systematic Financial Management
New Jersey
$41K -$1.86M -9,689 -98%
OC
1834
Oakworth Capital
Alabama
$41K -$2.5K -13 -6%
CJA
1835
C-J Advisory
California
$40K
TIM
1836
Tortoise Investment Management
New York
$39K
AM
1837
Atwater Malick
Pennsylvania
$39K +$38.4K +200 New
EWM
1838
Edge Wealth Management
New York
$38K
1IA
1839
1834 Investment Advisors
Wisconsin
$35K -$76.8K -400 -69%
FPS
1840
Fieldpoint Private Securities
Connecticut
$35K
BL
1841
Balentine LLC
Georgia
$35K +$9.21K +48 +36%
AA
1842
Advisory Alpha
Michigan
$33.4K +$32.6K +170 New
IF
1843
Ironwood Financial
Arizona
$29K
NCM
1844
Next Capital Management
New York
$27K -$19.4K -101 -42%
MSFP
1845
Mark Sheptoff Financial Planning
Connecticut
$27K -$19.2K -100 -42%
SCA
1846
Stuart Chaussee & Associates
California
$26K
HIIFS
1847
Harel Insurance Investments & Financial Services
Israel
$22K -$16.9K -88 -44%
EWM
1848
Elmwood Wealth Management
California
$22K +$192 +1 +0.9%
OFS
1849
Orrstown Financial Services
Pennsylvania
$22K +$9.6K +50 +88%
GWA
1850
Guidant Wealth Advisors
Illinois
$21K

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.