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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
HFM
1201
Harvest Fund Management
China
$826K +$785K +3,983 New
1WA
1202
180 Wealth Advisors
Washington
$823K -$1.58K -8 -0.2%
LCP
1203
Legacy Capital Partners
Wisconsin
$822K -$88.7K -450 -10%
CWS
1204
Cypress Wealth Services
California
$817K +$14.4K +73 +2%
BCM
1205
Bourgeon Capital Management
Connecticut
$815K
JFA
1206
Johanson Financial Advisors
California
$814K +$12K +61 +2%
LWM
1207
Lyons Wealth Management
Florida
$813K -$167K -848 -18%
RCAMU
1208
Rothschild & Co Asset Management US
Connecticut
$811K -$19.9K -101 -3%
AIP
1209
Ahrens Investment Partners
Louisiana
$811K -$11.4K -58 -1%
SAM
1210
Security Asset Management
New York
$811K -$5.12K -26 -0.7%
LC
1211
LCNB Corp
Ohio
$807K -$15.2K -77 -2%
QAM
1212
QCI Asset Management
New York
$805K -$18.5M -93,849 -96%
ACA
1213
Anchor Capital Advisors
Massachusetts
$805K -$9.85K -50 -1%
FMWA
1214
Forvis Mazars Wealth Advisors
Missouri
$805K -$5.91K -30 -0.8%
ITIM
1215
Indiana Trust & Investment Management
Indiana
$803K -$62.7K -318 -8%
WC
1216
Weil Company
California
$799K
FCCM
1217
First City Capital Management
Georgia
$792K -$9.85K -50 -1%
CPA
1218
Court Place Advisors
Maryland
$792K
QCG
1219
Quadrant Capital Group
Ohio
$784K
AFP
1220
Ausdal Financial Partners
Iowa
$783K +$13.4K +68 +2%
FIB
1221
First Interstate Bank
Montana
$780K -$49.1K -249 -6%
KP
1222
Keel Point
Alabama
$773K +$8.67K +44 +1%
CT
1223
Chicago Trust
Illinois
$771K -$14.8K -75 -2%
PAM
1224
Private Asset Management
California
$769K -$8.87K -45 -1%
WPP
1225
Whalerock Point Partners
Rhode Island
$769K -$7.29K -37 -1%

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.