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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
ZCI
1351
Zevenbergen Capital Investments
Washington
$532K +$20.7K +105 +4%
GC
1352
Garde Capital
Washington
$531K +$9.85K +50 +2%
VAM
1353
Verity Asset Management
North Carolina
$529K +$5.91K +30 +1%
FPFS
1354
First Personal Financial Services
North Carolina
$525K -$59.7K -303 -11%
RIA
1355
Regal Investment Advisors
Michigan
$525K +$158K +804 +47%
HCMT
1356
Highland Capital Management (Texas)
Texas
$524K +$499K +2,530 New
RHBC
1357
R.H. Bluestein & Co
Michigan
$523K -$1.52M -7,734 -75%
SWA
1358
Sutton Wealth Advisors
Florida
$523K
BMC
1359
Benin Management Corp
Connecticut
$520K -$3.94K -20 -0.8%
OWP
1360
Obermeyer Wealth Partners
Colorado
$518K +$39.4K +200 +9%
WCF
1361
West Coast Financial
California
$515K +$108K +546 +28%
SKK
1362
Shepherd Kaplan Krochuk
Massachusetts
$513K
FTC
1363
Farmers Trust Company
Ohio
$513K +$10.8K +55 +2%
CGL
1364
Clarius Group LLC
Washington
$512K +$239K +1,213 +96%
NG
1365
Northstar Group
New York
$511K -$18.3K -93 -4%
ACP
1366
Aveo Capital Partners
Colorado
$510K -$175K -888 -26%
NCM
1367
Nelson Capital Management
California
$509K
BO
1368
BRR OpCo
Ohio
$506K -$2.17K -11 -0.4%
PCTC
1369
Perkins Coie Trust Company
Washington
$502K -$2.96K -15 -0.6%
GCA
1370
Gideon Capital Advisors
New York
$500K -$127K -643 -21%
EWA
1371
Exencial Wealth Advisors
Oklahoma
$500K -$10.4K -53 -2%
PCG
1372
Private Capital Group
Connecticut
$499K -$12.6K -64 -3%
Carson Wealth (CWM LLC)
1373
Carson Wealth (CWM LLC)
Nebraska
$494K -$14.8K -75 -3%
WWM
1374
Windsor Wealth Management
Indiana
$494K +$56.2K +285 +14%
HIM
1375
Hillsdale Investment Management
Ontario, Canada
$483K

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.