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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
BRWA
976
B. Riley Wealth Advisors
Florida
$1.54M +$216K +1,096 +17%
WA1
977
Wimmer Associates 1
California
$1.54M +$197 +1 +0%
CCA
978
Checchi Capital Advisers
California
$1.54M +$185K +941 +15%
ACA
979
Atlas Capital Advisors
Wyoming
$1.54M
WAM
980
Wealthspire Advisors (Maryland)
Maryland
$1.54M -$117K -595 -7%
CI
981
CX Institutional
Indiana
$1.52M +$56.8K +288 +4%
SJIM
982
St. Johns Investment Management
Florida
$1.51M -$98.7K -501 -6%
AIM
983
Anchor Investment Management
South Carolina
$1.51M +$40.8K +207 +3%
OIA
984
Optimum Investment Advisors
Illinois
$1.51M -$105K -535 -7%
SBSB
985
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.5M +$51.8K +263 +4%
CPC
986
Congress Park Capital
New York
$1.5M
TIA
987
Trust Investment Advisors
Indiana
$1.5M +$2.96K +15 +0.2%
CIC
988
Crawford Investment Counsel
Georgia
$1.5M -$51.2K -260 -3%
FUBT
989
First United Bank & Trust
Maryland
$1.5M +$33.1K +168 +2%
PIM
990
Provident Investment Management
Michigan
$1.49M -$1.18M -6,000 -45%
IWM
991
IHT Wealth Management
Illinois
$1.49M +$43.8K +222 +3%
AC
992
Abbrea Capital
California
$1.49M +$1.58K +8 +0.1%
AIM
993
Aspen Investment Management
Michigan
$1.49M +$13.8K +70 +1%
RCM
994
RB Capital Management
Nevada
$1.48M -$57.5K -292 -4%
CIM
995
CIM Investment Management
Pennsylvania
$1.48M -$591 -3 -0%
BAM
996
Barrett Asset Management
New York
$1.48M
CFA
997
Carroll Financial Associates
North Carolina
$1.48M +$4.73K +24 +0.3%
RWA
998
Ropes Wealth Advisors
Massachusetts
$1.47M +$169K +860 +14%
WPA
999
West Paces Advisors
Georgia
$1.47M -$7.49K -38 -0.5%
AF
1000
AMG Funds
Connecticut
$1.46M -$192K -973 -12%

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.