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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
PTB
776
Pioneer Trust Bank
Oregon
$2.9M -$448K -2,275 -14%
ANTB
777
AMG National Trust Bank
Colorado
$2.89M -$13.2K -67 -0.5%
CBT
778
Capital Bank & Trust
California
$2.88M -$41.8K -212 -2%
SSB
779
Sandy Spring Bank
Maryland
$2.88M -$302K -1,532 -10%
Arrowstreet Capital
780
Arrowstreet Capital
Massachusetts
$2.86M +$1.52M +7,700 +126%
CB
781
Chemical Bank
Michigan
$2.85M -$559K -2,834 -17%
FB
782
Fulton Bank
Pennsylvania
$2.83M -$40K -203 -1%
TFA
783
Toth Financial Advisory
Virginia
$2.83M -$26.8K -136 -1%
IFWM
784
Institute for Wealth Management
Colorado
$2.8M -$326K -1,653 -11%
WA
785
WESPAC Advisors
California
$2.79M +$891K +4,522 +50%
SGAM
786
Steinberg Global Asset Management
Florida
$2.77M +$4.93K +25 +0.2%
BL
787
BFSG LLC
California
$2.76M +$388K +1,970 +17%
BS
788
Banco Santander
Spain
$2.75M +$928K +4,707 +55%
RVM
789
Robinson Value Management
Texas
$2.74M -$85.3K -433 -3%
LAIC
790
Lederer & Associates Investment Counsel
California
$2.73M +$61.1K +310 +2%
DBIA
791
Dumont & Blake Investment Advisors
New Jersey
$2.72M +$47.3K +240 +2%
SC
792
Slow Capital
California
$2.71M +$66.8K +339 +3%
KTC
793
Kistler-Tiffany Companies
Pennsylvania
$2.71M -$33.9K -172 -1%
SIAP
794
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.7M +$34.3K +174 +1%
NAM
795
NTV Asset Management
West Virginia
$2.69M -$24.6K -125 -1%
CA
796
CapWealth Advisors
Tennessee
$2.68M +$444K +2,252 +21%
UH
797
Unigestion Holding
Switzerland
$2.68M -$658K -3,339 -21%
GT
798
Greenleaf Trust
Michigan
$2.68M +$131K +664 +5%
CIA
799
Covington Investment Advisors
Pennsylvania
$2.65M -$57.2K -290 -2%
WWM
800
Willingdon Wealth Management
North Carolina
$2.64M +$5.91K +30 +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.