We are live on ! Find out more

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
BPM
501
Bowling Portfolio Management
Ohio
$7.19M +$230K +1,167 +3%
Mariner
502
Mariner
Kansas
$7.11M +$479K +2,433 +8%
GD
503
Grandfield & Dodd
New York
$7.11M -$294K -1,492 -4%
VIA
504
Vantage Investment Advisors
Pennsylvania
$7.08M +$480K +2,437 +8%
HP
505
Hikari Power
Japan
$7.08M -$2.76M -14,000 -29%
WT
506
Whittier Trust
California
$7M -$65.2K -331 -1%
FBC
507
Fairfield, Bush & Co
Connecticut
$6.93M -$98.5K -500 -1%
CCM
508
Copeland Capital Management
Pennsylvania
$6.88M -$79.2K -402 -1%
CK
509
Cohen Klingenstein
New York
$6.84M
TC
510
Trust Company
Kansas
$6.81M +$203K +1,030 +3%
III
511
Independent Investors Inc
New York
$6.81M
FCM
512
Flinton Capital Management
Pennsylvania
$6.77M -$1.17M -5,916 -15%
Nomura Holdings
513
Nomura Holdings
Japan
$6.74M -$11.9M -60,262 -64%
FHA
514
First Horizon Advisors
Tennessee
$6.73M -$176K -895 -3%
BAM
515
Bell Asset Management
Australia
$6.67M -$322K -1,634 -5%
HW
516
Hancock Whitney
Mississippi
$6.67M +$4.71M +23,904 +290%
AIP
517
Ameritas Investment Partners
Nebraska
$6.66M -$255K -1,295 -4%
SCM
518
Sitrin Capital Management
California
$6.65M +$132K +668 +2%
MC
519
Moors & Cabot
Massachusetts
$6.63M +$477K +2,421 +8%
VFA
520
Voya Financial Advisors
Connecticut
$6.61M -$459K -2,330 -7%
MAM
521
Martingale Asset Management
Massachusetts
$6.57M -$335K -1,698 -5%
I
522
IberiaBank
Louisiana
$6.56M +$1.12M +5,661 +22%
QIM
523
Quantitative Investment Management
Virginia
$6.55M -$16.6M -84,000 -73%
LSA
524
L & S Advisors
California
$6.53M +$6.21M +31,523 New
HAI
525
Hennessy Advisors Inc
California
$6.49M

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.