We are live on ! Find out more

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
CFSG
1926
Community Financial Services Group
Vermont
-$323K -1,700 Closed
HTHT
1927
Hemenway Trust Hemenway Trust
New Hampshire
-$294K -1,547 Closed
AFM
1928
Andesa Financial Management
Pennsylvania
-$278K -1,452 Closed
FSCM
1929
Front Street Capital Management
Montana
-$275K -1,450 Closed
AIA
1930
Alera Investment Advisors
Illinois
-$259K -1,361 Closed
KPW
1931
Kore Private Wealth
New York
-$247K -1,298 Closed
NIA
1932
Northstar Investment Advisors
Colorado
-$241K -1,270 Closed
CA
1933
Claro Advisors
Massachusetts
-$239K -1,259 Closed
BCM
1934
Bluefin Capital Management
New York
-$222K -1,239 Closed
SHGA
1935
Sand Hill Global Advisors
California
-$234K -1,230 Closed
MWM
1936
Merriman Wealth Management
Washington
-$227K -1,194 Closed
AWA
1937
ARS Wealth Advisors
Florida
-$222K -1,167 Closed
MC
1938
MIG Capital
California
-$215K -1,132 Closed
SIM
1939
Sadoff Investment Management
Wisconsin
-$212K -1,115 Closed
ABTD
1940
Arvest Bank Trust Division
Oklahoma
-$210K -1,106 Closed
TW
1941
TrinityPoint Wealth
Connecticut
-$209K -1,102 Closed
SDJVC
1942
St. Denis J. Villere & Co
Louisiana
-$208K -1,100 Closed
CAM
1943
Cidel Asset Management
Ontario, Canada
-$204K -1,074 Closed
LDFR
1944
Lehman & Derafelo Financial Resources
Pennsylvania
-$200K -1,055 Closed
MC
1945
Middleton & Co
Massachusetts
-$200K -1,055 Closed
PGA
1946
Premia Global Advisors
Florida
-$187K -989 Closed
CG
1947
Cutler Group
California
-$171K -954 Closed
RCMU
1948
Rokos Capital Management (UK)
United Kingdom
-$162K -850 Closed
NWA
1949
New World Advisors
Massachusetts
-$136K -717 Closed
SPL
1950
Smart Portfolios LLC
Washington
-$130K -686 Closed

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.