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1,797 hedge funds and large institutions have $104B invested in Amgen in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 613 increasing their positions, 790 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

22% more funds holding in top 10

Funds holding in top 10: 86105 (+19)

2% more funds holding

Funds holding: 1,7641,797 (+33)

4% more capital invested

Capital invested by funds: $99.8B → $104B (+$3.77B)

4.63% less ownership

Funds ownership: 81.88%77.25% (-4.6%)

19% less call options, than puts

Call options by funds: $978M | Put options by funds: $1.21B

22% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 790

Holders
1,797
Holders Change
+33
Holders Change %
+1.87%
% of All Funds
41.07%
Holding in Top 10
105
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.09%
% of All Funds
2.4%
New
112
Increased
613
Reduced
790
Closed
64
Calls
$978M
Puts
$1.21B
Net Calls
-$233M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
276
Sit Investment Associates
Minnesota
$20.5M +$5.57M +28,284 +40%
TCM
277
Twin Capital Management
Pennsylvania
$20.4M -$343K -1,742 -2%
DJSG
278
D.J. St. Germain
Massachusetts
$20.3M -$208K -1,055 -1%
WIA
279
Wealthstreet Investment Advisors
Texas
$20.3M -$107K -545 -0.6%
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2M -$19.9K -101 -0.1%
Creative Planning
281
Creative Planning
Kansas
$20.2M +$839K +4,257 +5%
AB
282
Amalgamated Bank
New York
$20.1M -$1.03M -5,202 -5%
SOADOR
283
State of Alaska Department of Revenue
Alaska
$19.9M -$236K -1,196 -1%
LTFS
284
Ladenburg Thalmann Financial Services
Florida
$19.9M +$554K +2,811 +3%
KBC Group
285
KBC Group
Belgium
$19.8M +$387K +1,964 +2%
Envestnet Asset Management
286
Envestnet Asset Management
Illinois
$19.7M -$8.68M -44,021 -32%
RBCM
287
Raub Brock Capital Management
California
$19.6M -$99.1K -503 -0.5%
FP
288
Foundry Partners
Minnesota
$19.4M +$951K +4,825 +5%
AssetMark Inc
289
AssetMark Inc
California
$19.3M -$15.4K -78 -0.1%
CEP
290
Chicago Equity Partners
Illinois
$19.2M -$440K -2,235 -2%
CM
291
Churchill Management
California
$19.1M -$1.15M -5,827 -6%
PAM
292
Palisade Asset Management
Minnesota
$19M -$15K -76 -0.1%
WBC
293
Westpac Banking Corp
Australia
$19M -$458K -2,326 -2%
MSA
294
Mason Street Advisors
Wisconsin
$18.9M -$483K -2,449 -3%
SBH
295
Segall Bryant & Hamill
Illinois
$18.8M -$903K -4,584 -5%
FT
296
Fiduciary Trust
Massachusetts
$18.8M -$76.5K -388 -0.4%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$18.8M -$1.02M -5,199 -5%
CCT
298
Country Club Trust
Missouri
$18.7M -$1.13M -5,711 -6%
DLA
299
Douglas Lane & Associates
New York
$18.7M -$880K -4,466 -5%
Massachusetts Financial Services
300
Massachusetts Financial Services
Massachusetts
$18.4M -$10.9M -55,525 -38%

AMGN Hedge Fund Activity: Q3 2018 in Review

1,797 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2018, worth a combined $104B — up 3.8% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 64 closed out — a net gain of 48 holders — while 613 added to existing stakes and 790 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.64B. The largest seller was Fidelity Investments, cutting an estimated $6.87B.

  • 1,797 institutional investors held Amgen (AMGN) as of Q3 2018, up from 1,764 in Q2 2018.
  • Funds reported $104B of Amgen stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q3 2018 and 64 closed out, a net change of +48 holders.
  • The largest Amgen buyer in Q3 2018 was Capital International Investors, an estimated $1.64B added.
  • The largest Amgen seller in Q3 2018 was Fidelity Investments, an estimated $6.87B sold.

Based on aggregated 13F filings for Q3 2018.