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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
OFW
1951
Omnia Family Wealth
Florida
-$123K -647 Closed
KL
1952
KWMG LLC
Kansas
-$112K -587 Closed
WCM
1953
WealthBridge Capital Management
Ohio
-$97K -562 Closed
HCA
1954
Horan Capital Advisors
Ohio
-$104K -549 Closed
MFW
1955
Mosaic Family Wealth
Missouri
-$103K -541 Closed
IWP
1956
Icon Wealth Partners
Texas
-$78K -410 Closed
LC
1957
Lavaca Capital
Texas
-$76K -400 Closed
BMM
1958
Buffington Mohr McNeal
Idaho
-$69K -364 Closed
MNBTD
1959
Moody National Bank Trust Division
Texas
-$61K -323 Closed
PWM
1960
PRW Wealth Management
Massachusetts
-$55K -285 Closed
FAM
1961
Foresters Asset Management
Ontario, Canada
-$49K -260 Closed
CIM
1962
Contravisory Investment Management
Massachusetts
-$49K -259 Closed
IDBONY
1963
Israel Discount Bank of New York
New York
-$38K -200 Closed
JIP
1964
JBJ Investment Partners
South Carolina
-$38K -200 Closed
SAM
1965
Strategy Asset Managers
California
-$30K -160 Closed
MS
1966
Mizuho Securities
Japan
-$28K -150 Closed
CGT
1967
Capital Guardian Trust
California
-$1.31M -83 Closed
PCA
1968
Peddock Capital Advisors
Massachusetts
-$13K -69 Closed
AA
1969
Advisory Alpha
Michigan
-$10.2K -59 Closed
MAM
1970
Marquette Asset Management
Minnesota
-$11K -56 Closed
EI
1971
Ellevest Inc
New York
-$8K -41 Closed
SHIM
1972
Stone House Investment Management
Pennsylvania
-$5K -28 Closed
NWM
1973
Northwest Wealth Management
Iowa
-$2K -11 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.