We are live on ! Find out more

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
PAMG
1451
Patton Albertson Miller Group
Tennessee
$380K
PHS
1452
Pekin Hardy Strauss
Illinois
$380K +$2.56K +13 +0.7%
WG
1453
Winton Group
United Kingdom
$379K -$134K -682 -27%
GLI
1454
Guardian Life Insurance
New York
$379K -$3.55K -18 -1%
CCA
1455
Conservest Capital Advisors
Pennsylvania
$379K
RGIA
1456
Rainier Group Investment Advisory
Washington
$378K +$3.94K +20 +1%
BCM
1457
BTR Capital Management
California
$378K +$123K +625 +52%
LC
1458
Lourd Capital
California
$378K +$359K +1,824 New
FNT
1459
First Nebraska Trust
Nebraska
$374K
JSL
1460
JT Stratford LLC
Georgia
$374K +$10.2K +52 +3%
RIM
1461
Regent Investment Management
Kentucky
$373K -$98.5K -500 -22%
SWK
1462
Stephen W. Kidder
$373K -$24.6K -125 -6%
WLIM
1463
White Lighthouse Investment Management
Massachusetts
$372K -$14.8K -75 -4%
AAP
1464
Arax Advisory Partners
Colorado
$368K -$121K -615 -26%
AW
1465
Alpha Windward
Massachusetts
$366K -$9.26K -47 -3%
CGA
1466
Crescent Grove Advisors
Illinois
$365K
HTHT
1467
Hemenway Trust Hemenway Trust
New Hampshire
$365K
NFG
1468
Nadler Financial Group
Illinois
$365K +$1.38K +7 +0.4%
WA
1469
WealthTrust-Arizona
Arizona
$364K
PPSG
1470
Princeton Portfolio Strategies Group
New Jersey
$364K +$48.7K +247 +16%
LC
1471
Landaas & Company
Wisconsin
$362K
HB
1472
Homrich & Berg
Georgia
$362K +$50.5K +256 +17%
FAM
1473
Fenimore Asset Management
New York
$360K
WA
1474
WBH Advisory
Maryland
$359K +$394 +2 +0.1%
FA
1475
Fortis Advisors
Pennsylvania
$358K +$2.37K +12 +0.7%

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.