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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
NFA
1301
Nuveen Fund Advisors
Illinois
$612K -$482K -2,444 -45%
DK
1302
Darrell & King
Virginia
$612K
PCM
1303
Perritt Capital Management
Illinois
$610K
KFS
1304
Kurt F. Somerville
$608K +$69K +350 +14%
WF
1305
WoodTrust Financial
Wisconsin
$605K
LCM
1306
Laurion Capital Management
New York
$602K -$4.35M -22,092 -88%
VIM
1307
Vista Investment Management
Pennsylvania
$599K -$197 -1 -0%
NCM
1308
Northwest Capital Management
Oregon
$599K +$158K +800 +38%
NCM
1309
Northside Capital Management
Oregon
$595K
CGI
1310
CI Global Investments
California
$595K +$53.2K +270 +10%
LSAG
1311
Lake Street Advisors Group
New Hampshire
$594K -$255K -1,295 -31%
GG
1312
GenWealth Group
New Jersey
$592K
SCM
1313
Stonebridge Capital Management
California
$590K
RPC
1314
Rossmore Private Capital
Connecticut
$590K +$112K +570 +25%
BOS
1315
Bingham Osborn & Scarborough
California
$588K +$7.88K +40 +1%
NIC
1316
Northwest Investment Counselors
Oregon
$586K -$3.55K -18 -0.6%
MHS
1317
M Holdings Securities
Oregon
$583K -$12.2K -62 -2%
BSB
1318
Bangor Savings Bank
Maine
$582K +$18.1K +92 +3%
H
1319
HoyleCohen
California
$581K +$3.94K +20 +0.7%
SWMG
1320
Signature Wealth Management Group
Georgia
$581K +$95.6K +485 +19%
KJWM
1321
Kiley Juergens Wealth Management
Washington
$577K +$98.3K +499 +22%
EDRIA
1322
Edmonds Duncan Registered Investment Advisors
Kansas
$576K
ZIC
1323
ZWJ Investment Counsel
Georgia
$574K -$19.7K -100 -3%
PP
1324
Patten & Patten
Tennessee
$574K -$14.4K -73 -3%
CFMC
1325
Curbstone Financial Management Corp
New Hampshire
$574K

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.