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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
LNC
1051
Lincoln National Corp
Pennsylvania
$1.26M +$22.5K +114 +2%
SBA
1052
Secrest Blakey & Associates
North Carolina
$1.25M -$10.1K -51 -0.8%
NPP
1053
New Potomac Partners
Maryland
$1.25M +$14.6K +74 +1%
LPC
1054
Loeb Partners Corp
New York
$1.24M -$887K -4,500 -43%
CP
1055
Cumberland Partners
Ontario, Canada
$1.24M +$232K +1,175 +24%
MAA
1056
Mraz Amerine & Associates
California
$1.24M +$197 +1 +0%
RG
1057
Renaissance Group
Kentucky
$1.24M -$129K -654 -10%
HF
1058
HRT Financial
New York
$1.24M +$680K +3,452 +138%
LWAC
1059
Laurel Wealth Advisors (California)
California
$1.23M +$2.96K +15 +0.3%
MRCM
1060
M&R Capital Management
New Jersey
$1.23M -$59.1K -300 -5%
HAG
1061
HighPoint Advisor Group
Illinois
$1.22M -$13.8K -70 -1%
DWT
1062
Dorsey & Whitney Trust
South Dakota
$1.22M +$131K +663 +13%
PTC
1063
Private Trust Company
Ohio
$1.22M -$18.1K -92 -2%
AWM
1064
Altavista Wealth Management
North Carolina
$1.21M -$19.1K -97 -2%
MCM
1065
Mork Capital Management
California
$1.2M
CC
1066
Cognios Capital
Kansas
$1.2M +$1.14M +5,768 New
WAAG
1067
Wealth Alliance Advisory Group
Kansas
$1.19M
HWA
1068
HCR Wealth Advisors
California
$1.19M -$15.4K -78 -1%
SFA
1069
Sequoia Financial Advisors
Ohio
$1.18M -$53K -269 -5%
BIA
1070
Biondo Investment Advisors
Pennsylvania
$1.18M -$28.6K -145 -3%
ADL
1071
Asset Dedication LLC
California
$1.18M +$78.8K +400 +8%
SS
1072
Sunbelt Securities
Texas
$1.17M +$122K +619 +12%
PMFA
1073
Plante Moran Financial Advisors
Michigan
$1.17M +$642K +3,259 +138%
WP
1074
WMS Partners
Maryland
$1.17M -$7.88K -40 -0.7%
HIC
1075
Holderness Investments Company
North Carolina
$1.17M +$6.9K +35 +0.6%

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.