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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
VNA
576
Valley National Advisers
Pennsylvania
$5.32M +$230K +1,167 +5%
AAM
577
Augustine Asset Management
Florida
$5.31M +$7.69K +39 +0.2%
WAS
578
WESPAC Advisors SoCal
California
$5.27M -$57.2K -290 -1%
MIG
579
McGuire Investment Group
Rhode Island
$5.27M +$5.01M +25,404 New
SI
580
Stephens Inc
Arkansas
$5.25M +$46.5K +236 +0.9%
UAS
581
United Asset Strategies
New York
$5.24M -$12K -61 -0.2%
AF
582
Arrow Financial
New York
$5.23M +$10.6K +54 +0.2%
NSIM
583
North Star Investment Management
Illinois
$5.19M -$20.9K -106 -0.4%
LW
584
Linscomb Wealth
Texas
$5.18M +$71.9K +365 +1%
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$5.18M -$25.6K -130 -0.5%
HCM
586
Highlander Capital Management
New Jersey
$5.17M +$59.1K +300 +1%
CCM
587
Carderock Capital Management
Maryland
$5.14M +$23.5K +119 +0.5%
OWD
588
Osborn Williams & Donohoe
Ohio
$5.13M +$788 +4 +0%
V
589
Veritable
Delaware
$5.13M +$99.9K +507 +2%
AIC
590
Argus Investors Counsel
New York
$5.12M -$71.9K -365 -1%
RAM
591
Riggs Asset Management
Pennsylvania
$5.11M
ECM
592
Exchange Capital Management
Michigan
$5.1M -$24K -122 -0.5%
EI
593
EDMP Inc
Florida
$5.09M -$2.96K -15 -0.1%
CG
594
Clinton Group
New York
$5.09M +$902K +4,576 +23%
OCM
595
One Capital Management
California
$5.07M +$790K +4,009 +20%
JIC
596
Johnson Investment Counsel
Ohio
$5.05M +$39.4K +200 +0.8%
BFA
597
Benedict Financial Advisors
Georgia
$5.03M +$51.6K +262 +1%
SI
598
Sprott Inc
Ontario, Canada
$5.02M -$59.1K -300 -1%
HPIA
599
Hamilton Point Investment Advisors
North Carolina
$5.01M +$14.6K +74 +0.3%
PJSIMP
600
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5M -$9.85K -50 -0.2%

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.