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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
Acadian Asset Management
1151
Acadian Asset Management
Massachusetts
$949K +$296K +1,503 +49%
MA
1152
Mutual Advisors
Nebraska
$948K -$47.3K -240 -5%
FI
1153
FormulaFolio Investments
Michigan
$948K -$46.5K -236 -5%
SLG
1154
Stanley-Laman Group
Pennsylvania
$945K +$6.31K +32 +0.7%
OCG
1155
Opus Capital Group
Ohio
$941K -$92.6K -470 -9%
FBFS
1156
First Business Financial Services
Wisconsin
$940K
VCA
1157
Verdence Capital Advisors
Maryland
$935K +$522K +2,647 +142%
VWM
1158
Venturi Wealth Management
Texas
$933K +$7.29K +37 +0.8%
ZB
1159
Zions Bancorporation
Utah
$933K +$888K +4,504 New
PWSG
1160
Pacific Wealth Strategies Group
California
$931K +$107K +544 +14%
ACM
1161
Argent Capital Management
Missouri
$930K +$884K +4,485 New
FMB
1162
Field & Main Bank
Kentucky
$921K +$21.7K +110 +3%
NL
1163
NWAM LLC
Washington
$920K -$28K -142 -3%
AWM
1164
Altium Wealth Management
New York
$920K +$166K +844 +23%
NIT
1165
NumerixS Investment Technologies
British Columbia, Canada
$917K -$891K -4,522 -51%
MMHP
1166
Murphy Middleton Hinkle & Parker
Georgia
$917K
SFSG
1167
Stearns Financial Services Group
North Carolina
$909K -$24.6K -125 -3%
PWMAG
1168
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$27K +137 +3%
MC
1169
Miles Capital
Iowa
$904K -$88.9K -451 -9%
PCMC
1170
Paragon Capital Management (Colorado)
Colorado
$899K +$394 +2 +0%
BMC
1171
Beaton Management Company
Massachusetts
$896K
WA
1172
WP Advisors
California
$894K -$4.14K -21 -0.5%
NFC
1173
Northeast Financial Consultants
Connecticut
$893K -$82.2K -417 -9%
MPPLM
1174
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$886K +$21.7K +110 +3%
HCM
1175
Hall Capital Management
Rhode Island
$885K +$35.3K +179 +4%

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.