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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
BC
1501
Burleson & Co
California
$334K +$338K +1,714 New
FSCM
1502
Front Street Capital Management
Montana
$332K -$22.7K -115 -7%
EIA
1503
Edgemoor Investment Advisors
Maryland
$332K
GIM
1504
Greystone Investment Management
Ohio
$332K
WFMPM
1505
Woodley Farra Manion Portfolio Management
Indiana
$330K +$49.3K +250 +19%
JIP
1506
Jaffetilchin Investment Partners
Florida
$329K +$11.8K +60 +4%
TSS
1507
Two Sigma Securities
New York
$328K -$1.92M -9,727 -86%
TCB
1508
Texas Capital Bancshares
Texas
$328K
OAM
1509
Oberweis Asset Management
Illinois
$327K -$197 -1 -0.1%
FIM
1510
Fruth Investment Management
Texas
$327K
RIG
1511
Roosevelt Investment Group
New York
$326K
MIA
1512
MainStreet Investment Advisors
Illinois
$326K +$11.8K +60 +4%
KA
1513
Kaizen Advisory
Illinois
$325K
Kovitz Investment Group Partners
1514
Kovitz Investment Group Partners
Illinois
$325K +$10.8K +55 +4%
AI
1515
Accredited Investors
Minnesota
$323K -$14.8K -75 -5%
FCB
1516
First Command Bank
Texas
$323K
FCFS
1517
First Command Financial Services
Texas
$323K
SBL
1518
Sargent Bickham Lagudis
Colorado
$320K
FHA
1519
Flagship Harbor Advisors
Massachusetts
$320K +$9.66K +49 +3%
CCB
1520
Cutter & Co Brokerage
Missouri
$320K +$304K +1,541 New
SICM
1521
Sustainable Insight Capital Management
New York
$318K -$1.26M -6,401 -81%
GKWIM
1522
Gerber Kawasaki Wealth & Investment Management
California
$317K -$169K -858 -36%
VR
1523
Viridian RIA
Washington
$317K -$33.1K -168 -10%
DOA
1524
D'Orazio & Associates
Virginia
$317K
CPC
1525
Cookson Peirce & Co
Pennsylvania
$317K +$302K +1,530 New

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.