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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
SSW
1551
Smith Shellnut Wilson
Mississippi
$294K +$279K +1,418 New
SWA
1552
SFMG Wealth Advisors
Texas
$292K -$1.14M -5,765 -79%
KLI
1553
Kelman-Lazarov Inc
Tennessee
$292K -$10.1K -51 -3%
CAI
1554
Capital Advisors Inc
Oklahoma
$292K
CAM
1555
Cidel Asset Management
Ontario, Canada
$288K -$44.3K -225 -14%
STA
1556
Summit Trail Advisors
New York
$288K +$274K +1,390 New
ATC
1557
Adirondack Trust Company
New York
$286K +$3.35K +17 +1%
BI
1558
Ballast Inc
Kentucky
$286K +$272K +1,380 New
AIP
1559
Almanack Investment Partners
Pennsylvania
$286K +$285K +1,447 New
MPAM
1560
Murphy Pohlad Asset Management
Minnesota
$285K
MCM
1561
McRae Capital Management
New Jersey
$283K -$296K -1,500 -52%
NVCHI
1562
New Vernon Capital Holdings II
New Jersey
$282K +$23.6K +120 +10%
ECM
1563
EagleClaw Capital Management
Massachusetts
$281K
SRC
1564
Stone Run Capital
New York
$280K
TC
1565
Trilogy Capital
California
$279K +$9.26K +47 +4%
THWM
1566
Taylor Hoffman Wealth Management
Virginia
$279K +$42.4K +215 +19%
CC
1567
Cedar Capital
Illinois
$279K +$265K +1,345 New
OA
1568
Oxbow Advisors
Texas
$278K -$9.85K -50 -4%
SCM
1569
Stordahl Capital Management
Colorado
$278K
TFO
1570
Tarbox Family Office
California
$278K
MWPCG
1571
Measured Wealth Private Client Group
New Hampshire
$278K +$1.58K +8 +0.6%
KWMG
1572
King Wealth Management Group
Florida
$277K +$5.71K +29 +2%
CICI
1573
Capital Investment Counsel Inc
North Carolina
$276K -$19.7K -100 -7%
CCA
1574
Conestoga Capital Advisors
Pennsylvania
$276K
CWM
1575
Calamos Wealth Management
Illinois
$275K -$524K -2,659 -67%

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.