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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
CT
901
CPF Texas
Texas
$1.96M -$394 -2 -0%
BIM
902
Bridgecreek Investment Management
Oklahoma
$1.96M
GP
903
Geneva Partners
Wisconsin
$1.96M +$125K +635 +7%
SNT
904
Security National Trust
West Virginia
$1.96M -$66K -335 -3%
FL
905
Fort LP
Maryland
$1.95M -$1.47M -7,456 -44%
LJHT
906
Laurie J. Hall Trustee
$1.94M
JCM
907
Jacobi Capital Management
Pennsylvania
$1.94M +$591 +3 +0%
PL
908
Plancorp LLC
Missouri
$1.93M +$6.31K +32 +0.3%
SWP
909
Strategic Wealth Partners
Ohio
$1.91M +$78K +396 +4%
SRIM
910
Saratoga Research & Investment Management
California
$1.91M +$392K +1,990 +28%
CPIA
911
Cornell Pochily Investment Advisors
New York
$1.91M +$50.1K +254 +3%
LPT
912
Legacy Private Trust
Wisconsin
$1.9M +$15.8K +80 +0.9%
CNBT
913
Canandaigua National Bank & Trust
New York
$1.89M +$195K +989 +12%
SPC
914
Stewart & Patten Company
California
$1.89M -$8.47K -43 -0.5%
BJL
915
Brighton Jones LLC
Washington
$1.89M +$1.28M +6,472 +247%
KWM
916
Kingsview Wealth Management
Oregon
$1.88M +$36.5K +185 +2%
SIC
917
Shoker Investment Counsel
Ohio
$1.88M -$11.2K -57 -0.6%
SWM
918
SeaCrest Wealth Management
New York
$1.87M +$29K +147 +2%
GIA
919
GHP Investment Advisors
Colorado
$1.86M +$5.52K +28 +0.3%
BWM
920
Buckley Wealth Management
Nevada
$1.86M -$9.66K -49 -0.5%
EF
921
Empirical Finance
Pennsylvania
$1.83M -$1.27M -6,454 -42%
CH
922
Canton Hathaway
Rhode Island
$1.82M +$1.73M +8,770 New
SYBT
923
Stock Yards Bank & Trust
Kentucky
$1.81M +$8.47K +43 +0.5%
FCBT
924
First Citizens Bank & Trust
North Carolina
$1.81M -$84K -426 -5%
CB
925
Community Bank
New York
$1.8M -$25.6K -130 -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.