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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
WAP
1426
Wealthcare Advisory Partners
Pennsylvania
$413K -$3.15K -16 -0.8%
JA
1427
JOYN Advisors
Georgia
$412K +$33.1K +168 +9%
ERIM
1428
Eagle Ridge Investment Management
Connecticut
$411K -$263K -1,334 -40%
SSA
1429
Schonfeld Strategic Advisors
New York
$411K +$390K +1,981 New
RCM
1430
Radnor Capital Management
Pennsylvania
$408K
ACM
1431
Alta Capital Management
Utah
$406K
LA
1432
Lau Associates
Delaware
$406K +$386K +1,959 New
MMA
1433
Miracle Mile Advisors
California
$403K
CL
1434
Choreo LLC
Illinois
$396K -$388K -1,971 -51%
AF
1435
Allworth Financial
California
$396K -$26.2K -133 -7%
TWM
1436
Torch Wealth Management
Ohio
$394K
PLFAM
1437
Pineno Levin & Ford Asset Management
Virginia
$393K -$9.85K -50 -3%
NIA
1438
Northstar Investment Advisors
Colorado
$392K +$4.93K +25 +1%
AGA
1439
Accuvest Global Advisors
Utah
$392K +$373K +1,892 New
HPWM
1440
Highland Private Wealth Management
Washington
$390K -$2.56K -13 -0.7%
CAL
1441
Capital Advisors Ltd
Ohio
$390K +$148K +753 +67%
TSW
1442
Thompson Siegel & Walmsley
Virginia
$389K -$10.4K -53 -3%
PG
1443
Patten Group
Tennessee
$389K
GRP
1444
Global Retirement Partners
California
$389K +$5.32K +27 +1%
SA
1445
Strategic Advisors
New York
$386K -$131K -666 -26%
DAM
1446
Delta Asset Management
Tennessee
$386K -$34.5K -175 -9%
MOS
1447
MGO One Seven
Ohio
$386K +$367K +1,863 New
OPPM
1448
Opus Point Partners Management
New York
$382K -$806K -4,089 -69%
PFBT
1449
Parkside Financial Bank & Trust
Missouri
$382K +$38K +193 +12%
CCG
1450
Chatham Capital Group
Georgia
$380K

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.