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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
FM
1226
Forward Management
California
$766K -$288K -1,462 -28%
MBTD
1227
Mechanics Bank - Trust Department
California
$766K -$18.9K -96 -3%
MGIA
1228
Moneta Group Investment Advisors
Missouri
$763K -$878K -4,454 -55%
BWAM
1229
Boyd Watterson Asset Management
Ohio
$760K -$41.4K -210 -5%
NB
1230
NBT Bank
New York
$749K -$101K -515 -12%
FA
1231
FMA Advisory
Pennsylvania
$749K +$24.6K +125 +4%
FIM
1232
Frontier Investment Management
Texas
$747K -$14.8K -75 -2%
KB
1233
Kimelman & Baird
New York
$746K
EGA
1234
E&G Advisors
Texas
$746K +$118K +600 +20%
CWM
1235
Circle Wealth Management
New Jersey
$739K -$591 -3 -0.1%
NIM
1236
Northeast Investment Management
Massachusetts
$737K -$16.2K -82 -2%
CWM
1237
Cornerstone Wealth Management
Missouri
$735K -$29.8M -151,170 -53%
IA
1238
Independence Advisors
Pennsylvania
$735K +$24.6K +125 +4%
WAM
1239
Weatherly Asset Management
California
$734K
EWM
1240
Empirical Wealth Management
Washington
$731K -$9.26K -47 -1%
CT
1241
Cambridge Trust
Massachusetts
$729K -$8.28K -42 -1%
BWM
1242
Biltmore Wealth Management
Arizona
$729K +$693K +3,518 New
APP
1243
Avantax Planning Partners
Iowa
$728K -$184K -933 -21%
ODCM
1244
Old Dominion Capital Management
Virginia
$727K +$691K +3,507 New
FMLI
1245
Fukoku Mutual Life Insurance
Japan
$726K
GI
1246
Gradient Investments
Minnesota
$722K -$46.1K -234 -6%
HH
1247
Hilltop Holdings
Texas
$722K +$18.7K +95 +3%
OWA
1248
One Wealth Advisors
California
$722K +$676K +3,428 +6,233%
RM
1249
Resource Management
Louisiana
$720K
FGAM
1250
Financial Gravity Asset Management
Texas
$720K +$64.4K +327 +9%

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.