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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
SCM
601
Snow Capital Management
Pennsylvania
$4.99M -$1.7M -8,644 -26%
RCM
602
Riverhead Capital Management
Delaware
$4.99M -$859K -4,359 -15%
WC
603
Whitney & Co
New York
$4.97M +$134K +679 +3%
IIM
604
Ipswich Investment Management
Massachusetts
$4.96M -$117K -595 -2%
LTI
605
Laffer Tengler Investments
Tennessee
$4.94M -$41.8K -212 -0.9%
NP
606
NS Partners
United Kingdom
$4.93M -$1.2M -6,074 -20%
MLL
607
Moody Lynn & Lieberson
Massachusetts
$4.91M +$3.88M +19,665 +487%
CIA
608
Capital Investment Advisors
Georgia
$4.9M -$92.6K -470 -2%
CIA
609
Choate Investment Advisors
Massachusetts
$4.87M +$56.4K +286 +1%
IFAM
610
Institutional & Family Asset Management
Colorado
$4.86M -$9.66K -49 -0.2%
ABC
611
Associated Banc-Corp
Wisconsin
$4.83M -$1.81M -9,168 -28%
UF
612
Univest Financial
Pennsylvania
$4.81M -$135K -685 -3%
BIP
613
Brandes Investment Partners
California
$4.8M -$386K -1,958 -8%
MWM
614
Modera Wealth Management
New Jersey
$4.79M -$1.02M -5,170 -18%
Dodge & Cox
615
Dodge & Cox
California
$4.77M -$256K -1,300 -5%
CTA
616
Chesley Taft & Associates
Illinois
$4.77M +$192K +975 +4%
AA
617
Ancora Advisors
Ohio
$4.77M +$100K +509 +2%
FM
618
Family Management
New York
$4.76M -$206K -1,047 -4%
MFWM
619
Motley Fool Wealth Management
Virginia
$4.76M +$61.1K +310 +1%
MMG
620
Monetary Management Group
Missouri
$4.75M -$29.6K -150 -0.7%
EWM
621
Evercore Wealth Management
New York
$4.71M -$453K -2,299 -9%
PFM
622
Premier Fund Managers
United Kingdom
$4.71M +$435K +2,208 +11%
BFM
623
Boston Financial Management
Massachusetts
$4.71M +$400K +2,030 +10%
PCM
624
Parsons Capital Management
Rhode Island
$4.7M +$12.6K +64 +0.3%
BC
625
Burney Company
Virginia
$4.67M -$951K -4,825 -18%

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.