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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
KFA
1326
Kelleher Financial Advisors
New York
$572K -$59.1K -300 -10%
SFSIG
1327
San Francisco Sentry Investment Group
California
$571K -$16.6K -84 -3%
HFA
1328
Huber Financial Advisors
Illinois
$569K +$1.58K +8 +0.3%
GEA
1329
Glen Eagle Advisors
New Jersey
$566K +$1.58K +8 +0.3%
PFS
1330
Prospera Financial Services
Texas
$566K +$43.6K +221 +8%
BWM
1331
BerganKDV Wealth Management
Minnesota
$563K +$31.9K +162 +6%
GTAM
1332
Global Trust Asset Management
Florida
$561K +$533K +2,707 New
MWM
1333
Mascoma Wealth Management
New Hampshire
$560K -$248K -1,258 -32%
FSA
1334
Franklin Street Advisors
North Carolina
$560K
NJBEST
1335
New Jersey Better Educational Savings Trust
New Jersey
$560K
CAM
1336
Covenant Asset Management
New Jersey
$559K +$8.87K +45 +2%
CBN
1337
Cadence Bank NA
Texas
$558K +$531K +2,692 New
UC
1338
Unio Capital
New Jersey
$556K -$24.6K -125 -4%
MWM
1339
Meridian Wealth Management
Kentucky
$554K -$6.5K -33 -1%
DMC
1340
Drexel Morgan & Co
Pennsylvania
$551K
SMFS
1341
Squar Milner Financial Services
California
$546K -$61.7K -313 -11%
PAS
1342
Partnervest Advisory Services
California
$542K +$40.4K +205 +9%
PAM
1343
PVG Asset Management
Colorado
$541K -$1.46M -7,410 -74%
USGIU
1344
U.S. Global Investors (USGI)
Texas
$540K -$18.9K -96 -4%
ACM
1345
Alethea Capital Management
Washington
$539K
MHIC
1346
Marble Harbor Investment Counsel
Massachusetts
$539K +$9.85K +50 +2%
WA
1347
Waverly Advisors
Alabama
$537K +$21.3K +108 +4%
RFA
1348
Reilly Financial Advisors
California
$534K
SCM
1349
SOL Capital Management
Maryland
$532K
JGIA
1350
Jackson Grant Investment Advisers
Connecticut
$532K +$394 +2 +0.1%

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.