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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
TWA
876
TCI Wealth Advisors
Arizona
$2.08M -$27.2K -138 -1%
CA
877
Clearstead Advisors
Ohio
$2.08M +$39.4K +200 +2%
NWP
878
Northstar Wealth Partners
Connecticut
$2.08M +$464K +2,356 +31%
SS
879
Simplicity Solutions
Minnesota
$2.08M +$644K +3,266 +48%
CF
880
CNA Financial
Illinois
$2.08M
KFBMI
881
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.07M
RMCM
882
Reynders McVeigh Capital Management
Massachusetts
$2.07M -$39.8K -202 -2%
WOC
883
West Oak Capital
California
$2.07M +$7.88K +40 +0.4%
ST
884
Spinnaker Trust
Maine
$2.05M +$198K +1,006 +11%
PP
885
Pegasus Partners
Wisconsin
$2.05M +$103K +524 +6%
WCM
886
Wunderlich Capital Managemnt
Tennessee
$2.05M -$124K -627 -6%
FCMC
887
Founders Capital Management (Connecticut)
Connecticut
$2.05M
DAS
888
Dynamic Advisor Solutions
Arizona
$2.04M +$87.7K +445 +5%
DRS
889
Deane Retirement Strategies
Louisiana
$2.03M -$12.2K -62 -0.6%
P
890
Pitcairn
Pennsylvania
$2.01M +$818K +4,150 +75%
VF
891
Virtu Financial
New York
$2M +$1.5M +7,594 +366%
DWA
892
Divergent Wealth Advisors
Utah
$2M
JDR
893
Jay D. Rosenbaum
$2M
S
894
SimplyRich
California
$1.99M
MPI
895
Mairs & Power Inc
Minnesota
$1.98M -$127K -646 -6%
HSA
896
HBK Sorce Advisory
Pennsylvania
$1.98M +$12.6K +64 +0.7%
FMBTD
897
First Midwest Bank Trust Division
Illinois
$1.97M -$1.1M -5,571 -37%
AAS
898
Annex Advisory Services
Wisconsin
$1.97M +$90.1K +457 +5%
BAS
899
Brown Advisory Securities
Maryland
$1.96M -$183K -930 -9%
FPB
900
First PREMIER Bank
South Dakota
$1.96M +$20.5K +104 +1%

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.