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
ST
1251
Smithfield Trust
Pennsylvania
$717K +$12.4K +63 +2%
RWM
1252
Ritholtz Wealth Management
New York
$717K +$681K +3,458 New
EB
1253
Eastern Bank
Massachusetts
$713K -$26.2K -133 -4%
NCMW
1254
Northern Capital Management (Wisconsin)
Wisconsin
$709K +$985 +5 +0.1%
ECM
1255
Evergreen Capital Management
Washington
$707K +$48.5K +246 +8%
BP
1256
Ballentine Partners
Massachusetts
$705K -$26.2K -133 -4%
TPWA
1257
TRUE Private Wealth Advisors
Oregon
$703K -$14.8K -75 -2%
FWCM
1258
First Western Capital Management
California
$703K -$45.9K -233 -6%
PWA
1259
Providence Wealth Advisors
Illinois
$703K -$788 -4 -0.1%
WA
1260
WealthTrust Axiom
Pennsylvania
$700K +$98.5K +500 +17%
FI
1261
Fosun International
China
$696K +$656K +3,330 New
BPCE
1262
Bank Pictet & Cie (Europe)
Germany
$689K +$20.5K +104 +3%
ACM
1263
Armbruster Capital Management
New York
$688K
JIC
1264
Joel Isaacson & Co
New York
$688K
TF
1265
TLWM Financial
Texas
$688K +$3.35K +17 +0.5%
BAM
1266
Belpointe Asset Management
Nevada
$686K +$239K +1,212 +58%
PWM
1267
Perigon Wealth Management
California
$682K -$376K -1,907 -37%
HA
1268
Harfst & Associates
Wyoming
$679K +$24.8K +126 +4%
CBB
1269
Citizens Business Bank
California
$676K -$13.8K -70 -2%
SCM
1270
Southport Capital Management
Tennessee
$676K -$7.49K -38 -1%
SOAMC
1271
Spirit of America Management Corp
New York
$674K
MWAC
1272
Mariner Wealth Advisors (Cincinnati)
Ohio
$671K -$2.41M -12,227 -79%
FHC
1273
First Heartland Consultants
Missouri
$663K -$7.69K -39 -1%
FFA
1274
First Foundation Advisors
California
$656K -$233K -1,181 -27%
LGC
1275
Laurel Grove Capital
California
$656K

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.