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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
HWM
701
Holloway Wealth Management
Florida
$3.79M
11A
702
10-15 Associates
New York
$3.78M -$477K -2,422 -12%
ST
703
Somerset Trust
Pennsylvania
$3.76M +$15.8K +80 +0.4%
EHC
704
Everett Harris & Co
California
$3.76M +$39.6K +201 +1%
GLA
705
Great Lakes Advisors
Illinois
$3.76M +$930K +4,719 +35%
AC
706
Arjuna Capital
North Carolina
$3.75M +$24.6K +125 +0.7%
CCG
707
Cypress Capital Group
Florida
$3.75M +$140K +708 +4%
MCP
708
Martin Capital Partners
Oregon
$3.75M +$42.4K +215 +1%
CHC
709
City Holding Co
West Virginia
$3.72M +$23.6K +120 +0.7%
FC
710
FCA Corp
Texas
$3.72M -$87.5K -444 -2%
BRA
711
Biechele Royce Advisors
Indiana
$3.72M -$13.2K -67 -0.4%
CI
712
Cigna Investments
Connecticut
$3.67M -$2.02M -10,231 -35%
TCCM
713
Timber Creek Capital Management
Massachusetts
$3.66M +$7.88K +40 +0.2%
MSE
714
MUFG Securities EMEA
United Kingdom
$3.64M +$3.31M +16,801 +2,252%
FMC
715
First Merchants Corp
Indiana
$3.62M +$72.7K +369 +2%
SNB
716
Security National Bank
Nebraska
$3.59M +$92.8K +471 +3%
LWM
717
Lyell Wealth Management
California
$3.59M +$762K +3,865 +29%
AP
718
Advisor Partners
California
$3.55M +$112K +568 +3%
UR
719
USCA RIA
Texas
$3.54M -$600K -3,047 -15%
LG
720
Leuthold Group
Minnesota
$3.54M +$3.36M +17,051 New
AIA
721
AIMZ Investment Advisors
California
$3.51M -$157K -799 -5%
SFM
722
Systematic Financial Management
New Jersey
$3.51M -$65.8K -334 -2%
HAM
723
Hammer Asset Management
California
$3.51M -$9.85K -50 -0.3%
OPCM
724
Osborne Partners Capital Management
California
$3.5M -$20.9K -106 -0.6%
CCM
725
Coldstream Capital Management
Washington
$3.5M +$142K +723 +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.