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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
AMG
726
Advisors Management Group
Wisconsin
$3.49M -$11.6K -59 -0.3%
FFA
727
Fragasso Financial Advisors
Pennsylvania
$3.47M +$372K +1,889 +12%
BFEC
728
Benjamin F. Edwards & Company
Missouri
$3.47M -$531K -2,696 -14%
BCA
729
Bray Capital Advisors
Florida
$3.46M -$51.6K -262 -2%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$3.46M -$26.8K -136 -0.8%
LIM
731
Loudon Investment Management
New Hampshire
$3.43M -$209K -1,060 -6%
BO
732
Bank OZK
Arkansas
$3.43M -$82K -416 -2%
SFG
733
SevenBridge Financial Group
Pennsylvania
$3.39M +$33.3K +169 +1%
Wealth Enhancement Advisory Services
734
Wealth Enhancement Advisory Services
Minnesota
$3.34M +$3.5M +17,759 New
ASN
735
Advisory Services Network
Georgia
$3.32M +$27.4K +139 +0.9%
SIMM
736
Stillwater Investment Management (Minnesota)
Minnesota
$3.31M -$44.3K -225 -1%
GIA
737
Gargoyle Investment Advisor
New Jersey
$3.31M -$319K -1,621 -9%
ECM
738
Everence Capital Management
Indiana
$3.3M -$284K -1,440 -8%
IA
739
IFP Advisors
Florida
$3.3M +$132K +670 +4%
MIAN
740
Mariner Independent Advisor Network
Kansas
$3.27M +$3.11M +15,797 New
GIM
741
Greylin Investment Management
Virginia
$3.27M +$4.93K +25 +0.2%
MYLI
742
Meiji Yasuda Life Insurance
Japan
$3.24M +$598K +3,034 +24%
FBB
743
Fulton Breakefield Broenniman
Maryland
$3.23M -$158K -800 -5%
AF
744
Advisornet Financial
Minnesota
$3.21M +$598K +3,036 +24%
CS
745
Comerica Securities
Michigan
$3.2M -$4.73K -24 -0.2%
COI
746
Connable Office Inc
Michigan
$3.2M +$196K +993 +7%
MCIM
747
Meadow Creek Investment Management
Georgia
$3.18M -$549K -2,784 -15%
AMIM
748
Aull & Monroe Investment Management
Alabama
$3.17M -$4.93K -25 -0.2%
SMFG
749
Sumitomo Mitsui Financial Group
Japan
$3.16M -$73.1K -371 -2%
ISL
750
Ingalls & Snyder LLC
New York
$3.16M -$591 -3 -0%

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.