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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
MWM
926
Mission Wealth Management
California
$1.8M +$34.7K +176 +2%
CC
927
Cannell & Co
New York
$1.79M -$9.85K -50 -0.6%
SFG
928
SNS Financial Group
Minnesota
$1.78M -$63.7K -323 -4%
RWML
929
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.77M +$352K +1,786 +26%
SFM
930
Signature Financial Management
Virginia
$1.77M +$591 +3 +0%
CCM
931
Compton Capital Management
Rhode Island
$1.75M
LSC
932
Lesa Sroufe & Co
Washington
$1.75M
ACM
933
Ativo Capital Management
Illinois
$1.74M -$10.6K -54 -0.6%
MCM
934
Mengis Capital Management
Oregon
$1.74M +$173K +878 +12%
AAMA
935
Advanced Asset Management Advisors
Ohio
$1.74M
TYCC
936
Texas Yale Capital Corp
Florida
$1.74M
GCP
937
GSA Capital Partners
United Kingdom
$1.74M -$123K -623 -7%
IA
938
IFG Advisory
Georgia
$1.74M -$204K -1,036 -11%
BBWA
939
Bell & Brown Wealth Advisors
California
$1.74M -$22.7K -115 -1%
IAA
940
Independent Advisor Alliance
North Carolina
$1.73M +$73.3K +372 +4%
FEG
941
Fund Evaluation Group
Ohio
$1.72M -$222K -1,124 -12%
VCM
942
Virtue Capital Management
Tennessee
$1.72M +$766K +3,888 +89%
AT
943
Arden Trust
Delaware
$1.71M +$121K +614 +8%
VDFA
944
Vickerman & Driscoll Financial Advisors
Washington
$1.71M -$76.3K -387 -4%
BCFS
945
Butensky & Cohen Financial Security
Florida
$1.71M -$23.8K -121 -1%
WC
946
Woodstock Corp
Massachusetts
$1.69M -$18.7K -95 -1%
HCM
947
Hudson Capital Management
New Jersey
$1.69M +$81.6K +414 +5%
FC
948
Ferris Capital
Massachusetts
$1.68M -$8.87K -45 -0.6%
FFWA
949
FRG Family Wealth Advisors
Washington
$1.68M -$33.5K -170 -2%
SFM
950
Signet Financial Management
New Jersey
$1.68M +$19.1K +97 +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.