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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
MBA
851
McQueen Ball & Associates
Pennsylvania
$2.29M -$3.94K -20 -0.2%
BCAM
852
Boston Common Asset Management
Massachusetts
$2.29M -$559K -2,836 -20%
ECM
853
ETrade Capital Management
Virginia
$2.27M +$13.8K +70 +0.6%
CAPTRUST Financial Advisors
854
CAPTRUST Financial Advisors
North Carolina
$2.26M +$703K +3,567 +49%
SC
855
Sawyer & Company
Massachusetts
$2.25M +$12.8K +65 +0.6%
HIC
856
Hartline Investment Corp
Illinois
$2.25M -$11.4K -58 -0.5%
FLI
857
Family Legacy Inc
South Carolina
$2.23M -$102K -518 -5%
Rafferty Asset Management
858
Rafferty Asset Management
New York
$2.22M +$136K +691 +7%
SB
859
Simmons Bank
Arkansas
$2.21M -$35.3K -179 -2%
BSW
860
Buckingham Strategic Wealth
Missouri
$2.2M -$582K -2,955 -22%
BFO
861
Boston Family Office
Massachusetts
$2.2M -$31.5K -160 -1%
IAS
862
IMA Advisory Services
Colorado
$2.2M +$67K +340 +3%
NDSI
863
Newman Dignan & Sheerar Inc
Rhode Island
$2.19M +$26.8K +136 +1%
Boston Partners
864
Boston Partners
Massachusetts
$2.18M +$71.3K +362 +4%
PT
865
Plimoth Trust
Massachusetts
$2.18M -$19.1K -97 -0.9%
VSWA
866
Vontobel Swiss Wealth Advisors
Switzerland
$2.18M -$135K -684 -6%
LIM
867
Leavell Investment Management
Alabama
$2.17M -$2.96K -15 -0.1%
CC
868
Chicago Capital
Illinois
$2.17M -$88.7K -450 -4%
TCOT
869
Trust Company of Toledo
Ohio
$2.15M +$16.8K +85 +0.8%
KC
870
Kingfisher Capital
North Carolina
$2.14M +$47.9K +243 +2%
MSAM
871
Moloney Securities Asset Management
Missouri
$2.13M -$11.2K -57 -0.6%
WIM
872
Westside Investment Management
California
$2.13M -$10.8K -55 -0.5%
FFSOTS
873
Fiduciary Financial Services of The Southwest
Texas
$2.12M
VFA
874
Valeo Financial Advisors
Indiana
$2.12M -$61.9K -314 -3%
AAIM
875
American Assets Investment Management
California
$2.11M

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.