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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
SCM
1526
Silvant Capital Management
Georgia
$315K
LCOV
1527
London Company of Virginia
Virginia
$314K
PA
1528
Probity Advisors
Texas
$313K -$22.9K -116 -7%
Credit Agricole
1529
Credit Agricole
France
$313K -$788 -4 -0.3%
SAM
1530
Selway Asset Management
$313K
IUHSA
1531
Itau Unibanco Holding S.A.
Brazil
$312K -$244K -1,237 -45%
GLA
1532
Good Life Advisors
Pennsylvania
$312K -$156K -793 -35%
AUB
1533
Atlantic Union Bankshares
Virginia
$312K -$23.1K -117 -7%
FRM
1534
Fox Run Management
Connecticut
$312K +$296K +1,503 New
GIM
1535
Goelzer Investment Management
Indiana
$311K
PDM
1536
Penn Davis McFarland
Texas
$311K
TSS
1537
Thomas Story & Son
Indiana
$311K
LFASL
1538
Lugano Financial Advisors SA (LFA)
Switzerland
$308K +$70.4K +357 +32%
SGS
1539
Sterling Global Strategies
California
$306K
FAT
1540
First American Trust
California
$305K -$18.1K -92 -6%
KC
1541
KHP Capital
Oklahoma
$304K
FA
1542
FCG Advisors
New Jersey
$304K +$1.77K +9 +0.6%
CPIG
1543
Chicago Partners Investment Group
Illinois
$302K +$39.4K +200 +14%
MC
1544
Middleton & Co
Massachusetts
$301K
CHA
1545
Carmichael Hill & Associates
Maryland
$300K
NRS
1546
Neville Rodie & Shaw
New York
$300K
ET
1547
Equitable Trust
Tennessee
$299K -$440K -2,235 -61%
SMC
1548
Smith, Moore & Co
Missouri
$296K +$10.4K +53 +4%
BRWM
1549
B. Riley Wealth Management
Tennessee
$296K +$281K +1,426 New
TIA
1550
Tiemann Investment Advisors
California
$294K

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.