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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
CCMD
1176
Cypress Capital Management (Delaware)
Delaware
$884K -$30.5K -155 -4%
BTNA
1177
Bremer Trust National Association
Minnesota
$883K -$133K -677 -14%
CHJWM
1178
Carlton Hofferkamp & Jenks Wealth Management
Texas
$873K
WP
1179
WealthSource Partners
California
$871K +$36.3K +184 +5%
RT
1180
Rockland Trust
Massachusetts
$868K +$53.4K +271 +7%
HA
1181
Hamel Associates
New Jersey
$865K
MA
1182
Montag & Associates
Georgia
$863K -$21.1K -107 -3%
WB
1183
Webster Bank
Connecticut
$858K -$3.94K -20 -0.5%
LWS
1184
Lucia Wealth Services
California
$857K -$59.3K -301 -7%
GSBTD
1185
Glenview State Bank Trust Department
Illinois
$853K
BWL
1186
Bogart Wealth LLC
Virginia
$853K +$37K +188 +5%
CG
1187
Cutler Group
California
$846K +$453K +2,300 +129%
ABP
1188
Arthur B. Page
$844K -$54.2K -275 -6%
RA
1189
Rational Advisors
New York
$843K +$344K +1,743 +75%
CG
1190
CFO4Life Group
Texas
$842K -$105K -534 -12%
MWP
1191
MYCIO Wealth Partners
Pennsylvania
$839K -$65.6K -333 -8%
Cetera Investment Advisers
1192
Cetera Investment Advisers
Illinois
$838K +$272K +1,381 +52%
DI
1193
Diligent Investors
California
$834K +$394 +2 +0%
CSA
1194
Cottage Street Advisors
Massachusetts
$832K -$88.7K -450 -10%
WIC
1195
Wilkins Investment Counsel
Massachusetts
$829K
CCM
1196
Cohen Capital Management
California
$827K
NCM
1197
Narwhal Capital Management
Georgia
$827K +$8.08K +41 +1%
IP
1198
Intellectus Partners
California
$826K -$54.4K -276 -6%
APG
1199
Abacus Planning Group
South Carolina
$826K -$36.9K -187 -4%
BBI
1200
Baxter Bros Inc
Connecticut
$826K +$14.8K +75 +2%

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.