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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
LFAS
1001
Level Four Advisory Services
Texas
$1.44M -$164K -833 -11%
RMC
1002
Resources Management Corp
Connecticut
$1.42M +$1.35M +6,869 New
PL
1003
Perpetual Ltd
Australia
$1.42M -$335K -1,700 -20%
CIAS
1004
Capital Investment Advisory Services
North Carolina
$1.42M -$32.9K -167 -2%
RGC
1005
Roberts, Glore & Co
Illinois
$1.42M -$1.38K -7 -0.1%
CIA
1006
Cascade Investment Advisors
Oregon
$1.42M -$16.8K -85 -1%
DPIM
1007
Duff & Phelps Investment Management
Illinois
$1.41M -$134K -680 -9%
FAM
1008
Fred Alger Management
New York
$1.41M -$1.56M -7,928 -54%
MJRIC
1009
Mogy Joel R Investment Counsel
California
$1.41M -$3.94K -20 -0.3%
YWP
1010
YorkBridge Wealth Partners
New York
$1.41M -$7.49K -38 -0.6%
LOAME
1011
Lombard Odier Asset Management (Europe)
United Kingdom
$1.41M
TCM
1012
Tradewinds Capital Management
Washington
$1.4M +$5.32K +27 +0.4%
CAS
1013
Cue Advisory Services
Arizona
$1.4M
ATFA
1014
All Terrain Financial Advisors
Minnesota
$1.4M -$1.18K -6 -0.1%
YMRC
1015
Yorktown Management & Research Company
Virginia
$1.39M
IIC
1016
Integrated Investment Consultants
Michigan
$1.39M
PL
1017
Polianta Ltd
Jersey
$1.39M
B
1018
Bailard
California
$1.39M +$417K +2,114 +46%
FAIM
1019
Financial Advocates Investment Management
Washington
$1.39M +$70.2K +356 +6%
OC
1020
Oarsman Capital
Wisconsin
$1.38M -$30.5K -155 -2%
EM
1021
Excalibur Management
Massachusetts
$1.37M
DAM
1022
Doheny Asset Management
California
$1.36M
CWM
1023
Chesapeake Wealth Management
Virginia
$1.35M -$22.7K -115 -2%
LMAM
1024
Legg Mason Asset Management
Japan
$1.35M -$78.8K -400 -6%
LFM
1025
Lumina Fund Management
New York
$1.35M -$10.9M -55,400 -89%

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.