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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
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$716M +$12M +60,875 +2%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$676M
Charles Schwab
28
Charles Schwab
California
$649M -$15.2M -76,921 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$636M -$2.45M -12,434 -0.4%
AQR Capital Management
30
AQR Capital Management
Connecticut
$603M +$152M +773,506 +36%
UBS AM
31
UBS AM
Illinois
$552M -$22.5M -114,054 -4%
UBS Group
32
UBS Group
Switzerland
$541M -$39.2M -198,823 -7%
Aristotle Capital Management
33
Aristotle Capital Management
California
$512M +$11.5M +58,174 +2%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$504M +$13.3M +67,604 +3%
TCIM
35
TIAA CREF Investment Management
New York
$498M -$13.5M -68,378 -3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$483M +$54.3M +275,469 +13%
PPA
37
Parametric Portfolio Associates
Washington
$475M -$9.01M -45,694 -2%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$469M -$62.4M -316,483 -12%
JP Morgan Chase
39
JP Morgan Chase
New York
$468M +$8.65M +43,879 +2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$440M +$3.72M +18,872 +0.9%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$439M -$481K -2,443 -0.1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$438M -$22.8M -115,600 -5%
Ameriprise
43
Ameriprise
Minnesota
$397M +$914K +4,638 +0.3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$374M -$9.31M -47,220 -3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$364M +$35.9M +182,100 +12%
PI
46
Putnam Investments
Massachusetts
$350M -$6.55M -33,213 -2%
Allianz Asset Management
47
Allianz Asset Management
Germany
$350M +$61M +309,676 +22%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$344M -$26.5M -134,398 -7%
APG Asset Management
49
APG Asset Management
Netherlands
$331M +$926K +4,700 +0.3%
Pzena Investment Management
50
Pzena Investment Management
New York
$326M -$1.29M -6,549 -0.4%

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.