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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
VRS
401
Virginia Retirement Systems
Virginia
$11.6M -$5.93M -30,100 -35%
CBOA
402
Commonwealth Bank of Australia
Australia
$11.6M +$512K +2,600 +5%
BB
403
Busey Bank
Illinois
$11.5M +$46.1K +234 +0.4%
DIA
404
Davidson Investment Advisors
Montana
$11.3M -$201K -1,019 -2%
BA
405
Boston Advisors
Massachusetts
$11.2M -$1.94M -9,829 -15%
PMG
406
ProVise Management Group
Florida
$11.2M -$120K -610 -1%
RJT
407
Raymond James Trust
Florida
$11.2M +$93.6K +475 +0.9%
GFA
408
Gifford Fong Associates
California
$11.2M
COPPSERS
409
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11M -$3.27M -16,602 -24%
GH
410
GAM Holding
Switzerland
$11M +$787K +3,991 +8%
Handelsbanken Fonder
411
Handelsbanken Fonder
Sweden
$10.9M +$7.43M +37,700 +252%
CA
412
Cullinan Associates
Kentucky
$10.9M -$1.58M -8,007 -13%
PWLP
413
Prio Wealth Limited Partnership
Massachusetts
$10.6M +$256K +1,299 +3%
EFS
414
Essex Financial Services
Connecticut
$10.6M +$686K +3,483 +7%
OAM
415
Oak Asset Management
California
$10.5M +$377K +1,911 +4%
WT
416
Washington Trust
Rhode Island
$10.4M -$471K -2,390 -5%
SGAM
417
Smith Group Asset Management
Texas
$10.3M +$9.8M +49,750 New
BAPIM
418
British Airways Pensions Investment Management
United Kingdom
$10.3M
BIM
419
Bridges Investment Management
Nebraska
$10.1M +$79.8K +405 +0.8%
CC
420
Courier Capital
New York
$10.1M -$218K -1,104 -2%
DC
421
Davenport & Co
Virginia
$10M +$621K +3,149 +7%
HFS
422
HL Financial Services
Kentucky
$9.97M +$492K +2,494 +5%
V
423
ValueWorks
New York
$9.96M -$402K -2,041 -4%
LCM
424
Logan Capital Management
Pennsylvania
$9.94M +$90.5K +459 +1%
NEI
425
Northwest & Ethical Investments
Ontario, Canada
$9.83M +$329K +1,670 +4%

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.