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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
SIA
751
SeaBridge Investment Advisors
New Jersey
$3.16M -$173K -879 -5%
SSI
752
Scott & Selber Inc
Texas
$3.16M -$788 -4 -0%
TCM
753
Telos Capital Management
California
$3.15M -$43.9K -223 -1%
DIA
754
Dean Investment Associates
Ohio
$3.15M +$297K +1,505 +11%
BOH
755
Bank of Hawaii
Hawaii
$3.09M -$43.2K -219 -1%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$3.09M +$68.4K +347 +2%
ZCA
757
Zeke Capital Advisors
Pennsylvania
$3.08M -$3.15K -16 -0.1%
AWCI
758
Alpine Woods Capital Investors
New York
$3.07M -$19.7K -100 -0.7%
HAM
759
Highstreet Asset Management
Ontario, Canada
$3.06M +$841K +4,266 +41%
GC
760
Grace Capital
Massachusetts
$3.05M +$124K +630 +4%
PGA
761
Portland Global Advisors
Maine
$3.04M +$5.32K +27 +0.2%
MWM
762
Marietta Wealth Management
Georgia
$3.03M +$3.94K +20 +0.1%
PG
763
Pendal Group
Australia
$3.02M -$683K -3,465 -19%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$3.01M +$85.3K +433 +3%
BFS
765
Bradley Foster & Sargent
Connecticut
$3.01M -$69K -350 -2%
CCM
766
Chickasaw Capital Management
Tennessee
$3.01M
MFG
767
Monte Financial Group
Connecticut
$3.01M +$87.3K +443 +3%
MM
768
Midas Management
New York
$3M
DCM
769
Delta Capital Management
New Jersey
$2.97M +$44.3K +225 +2%
LOAMS
770
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.93M +$659K +3,342 +31%
RWA
771
River Wealth Advisors
Pennsylvania
$2.93M -$206K -1,044 -7%
PA
772
Perennial Advisors
New York
$2.91M -$4.14K -21 -0.1%
RAM
773
Roanoke Asset Management
New Jersey
$2.9M -$1.77K -9 -0.1%
BDS
774
Banco de Sabadell
Florida
$2.9M +$684K +3,470 +33%
AFA
775
Arlington Financial Advisors
California
$2.9M +$57.5K +292 +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.