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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
DLHL
1651
Donald L. Hagan LLC
Florida
$217K +$206K +1,047 New
EP
1652
Edgestream Partners
New Jersey
$216K +$206K +1,043 New
WPW
1653
Winthrop Partners - WNY
New York
$214K -$29K -147 -12%
MFBTD
1654
MB Financial Bank - Trust Department
Illinois
$214K +$37.6K +191 +23%
MCMT
1655
Moon Capital Management (Tennessee)
Tennessee
$213K +$203K +1,030 New
FAM
1656
Foresters Asset Management
Ontario, Canada
$213K -$19.7K -100 -11%
FAG
1657
Financial Advisory Group
Texas
$213K +$202K +1,027 New
WI
1658
WrapManager Inc
California
$213K +$203K +1,029 New
GIM
1659
Grassi Investment Management
California
$212K +$202K +1,025 New
DA
1660
Doliver Advisors
Texas
$211K -$19.7K -100 -9%
AWA
1661
ARS Wealth Advisors
Florida
$210K +$199K +1,012 New
FIA
1662
Foundations Investment Advisors
Arizona
$209K +$199K +1,009 New
VRM
1663
Vectors Research Management
New York
$209K +$222K +1,128 New
HC
1664
Hourglass Capital
Texas
$207K +$197K +1,000 New
IG
1665
Ithaka Group
Virginia
$207K +$197K +1,000 New
MCM
1666
Marathon Capital Management
Maryland
$207K +$197K +1,000 New
SAM
1667
SignalPoint Asset Management
Missouri
$205K +$195K +988 New
AC
1668
Allstate Corporation
Illinois
$203K +$193K +979 New
CHP
1669
Cable Hill Partners
Oregon
$202K -$29K -147 -13%
ACM
1670
AUA Capital Management
Pennsylvania
$202K
WSCM
1671
Wellington Shields Capital Management
New York
$202K +$192K +975 New
NEAM
1672
New England Asset Management
Connecticut
$201K
WAM
1673
Watermark Asset Management
California
$196K
SIC
1674
Salem Investment Counselors
North Carolina
$175K
FMTCOCP
1675
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$171K -$8.87K -45 -5%

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.