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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
EWG
1401
Executive Wealth Group
Washington
$439K
BIA
1402
BHK Investment Advisors
Alabama
$438K +$56.4K +286 +16%
AA
1403
Apriem Advisors
California
$436K
PP
1404
PagnatoKarp Partners
Virginia
$436K +$4.93K +25 +1%
EMG
1405
Ellington Management Group
Connecticut
$435K +$414K +2,100 New
NFG
1406
Nations Financial Group
Iowa
$434K -$2.56K -13 -0.6%
BHIA
1407
Birch Hill Investment Advisors
Massachusetts
$433K -$14.8K -75 -3%
IAMOG
1408
Investors Asset Management of Georgia
Georgia
$433K
CBA
1409
Coastal Bridge Advisors
Connecticut
$429K +$98.5K +500 +32%
RW
1410
Rand Wealth
Maryland
$427K
MCWS
1411
McKinley Carter Wealth Services
West Virginia
$426K -$51.2K -260 -11%
EWM
1412
Evermay Wealth Management
Virginia
$425K
CAM
1413
Cubic Asset Management
Massachusetts
$424K
CTA
1414
Colonial Trust Advisors
South Carolina
$423K
BL
1415
BCWM LLC
Kansas
$420K
PCM
1416
Penserra Capital Management
California
$419K +$29.6K +150 +8%
SFWA
1417
Summit Financial Wealth Advisors
Louisiana
$418K +$422K +2,142 New
HCM
1418
Howland Capital Management
Massachusetts
$417K -$591 -3 -0.1%
FFBTD
1419
First Financial Bank - Trust Division
Ohio
$416K -$18.3K -93 -4%
HCC
1420
Hirtle Callaghan & Co
Pennsylvania
$415K
TL
1421
TrueWealth LLC
Georgia
$415K +$14.2K +72 +4%
PAM
1422
Paradigm Asset Management
New York
$415K -$39.4K -200 -9%
CCA
1423
Clearwater Capital Advisors
Illinois
$414K -$57K -289 -13%
WA
1424
Wealth Architects
California
$414K -$19.5K -99 -5%
CA
1425
Capital Advantage
California
$413K -$11.6K -59 -3%

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.