We are live on ! Find out more

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
BLAM
1126
Bourne Lent Asset Management
New York
$1.01M
BAM
1127
Bruderman Asset Management
New York
$1.01M -$20.3K -103 -2%
RC
1128
Roundview Capital
New Jersey
$1M +$73.9K +375 +8%
AFC
1129
AFT Forsyth & Company
Florida
$1M +$77.1K +391 +9%
Lido Advisors
1130
Lido Advisors
California
$1M -$81.2K -412 -8%
CAM
1131
Carret Asset Management
New York
$1M -$24K -122 -2%
CB
1132
Cadence Bank
Mississippi
$1M -$16K -81 -2%
OLA
1133
Oliver Luxxe Assets
New Jersey
$998K -$178K -902 -16%
DDC
1134
DF Dent & Co
Maryland
$996K
DP
1135
Dearborn Partners
Illinois
$996K +$117K +592 +14%
AL
1136
Aspiriant LLC
California
$991K -$23.8K -121 -2%
BPCA
1137
Bank Pictet & Cie (Asia)
Singapore
$988K -$240K -1,216 -20%
MIFH
1138
Migdal Insurance & Financial Holdings
Israel
$978K +$528K +2,677 +131%
QCMC
1139
Quantum Capital Management (California)
California
$977K -$1.58K -8 -0.2%
BW
1140
Bison Wealth
Georgia
$970K +$17.5K +89 +2%
WCAMG
1141
Woodard & Company Asset Management Group
North Carolina
$970K +$24.6K +125 +3%
ARMC
1142
American Research & Management Company
Massachusetts
$969K
CWP
1143
Capital Wealth Planning
Florida
$967K
KA
1144
Kovack Advisors
Florida
$966K +$55K +279 +6%
VCM
1145
Vigilant Capital Management
Maine
$965K +$392K +1,991 +75%
RCAG
1146
Rehmann Capital Advisory Group
Michigan
$956K +$3.35K +17 +0.4%
VCAM
1147
Van Cleef Asset Management
Ohio
$955K -$126K -640 -12%
ACM
1148
AlphaStar Capital Management
North Carolina
$953K -$107K -542 -11%
CFA
1149
Camarda Financial Advisors
Florida
$951K
BS
1150
Boenning & Scattergood
Pennsylvania
$949K +$23.6K +120 +3%

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.