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1,763 hedge funds and large institutions have $99.8B invested in Amgen in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 691 increasing their positions, 718 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 69

19% more funds holding in top 10

Funds holding in top 10: 7286 (+14)

11% more capital invested

Capital invested by funds: $90B → $99.8B (+$9.82B)

8.59% more ownership

Funds ownership: 73.29%81.88% (+8.6%)

1% more funds holding

Funds holding: 1,7491,763 (+14)

4% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 718

19% less call options, than puts

Call options by funds: $816M | Put options by funds: $1.01B

Holders
1,763
Holders Change
+14
Holders Change %
+0.8%
% of All Funds
40.36%
Holding in Top 10
86
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+19.44%
% of All Funds
1.97%
New
99
Increased
691
Reduced
718
Closed
69
Calls
$816M
Puts
$1.01B
Net Calls
-$197M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1676
WealthTrust Fairport
Ohio
$83K -$45.6K -258 -36%
PRS
1677
Pinkerton Retirement Specialists
Idaho
$82K
KCPG
1678
Kavar Capital Partners Group
Kansas
$81K
PW
1679
Price Wealth
Texas
$80K +$76.1K +430 New
TIM
1680
Tortoise Investment Management
New York
$77K
AIM
1681
Arcadia Investment Management
Michigan
$75K +$26.5K +150 +59%
BCM
1682
Blume Capital Management
California
$74K
NCM
1683
Northstar Capital Management
New York
$74K
GFP
1684
Gryphon Financial Partners
Ohio
$72K -$2.3K -13 -3%
POIA
1685
Pin Oak Investment Advisors
Texas
$72K
IWP
1686
Icon Wealth Partners
Texas
$70K +$66.7K +377 New
MWM
1687
MinichMacGregor Wealth Management
New York
$68K -$1.77K -10 -3%
GWS
1688
Glassman Wealth Services
Virginia
$66K +$6.54K +37 +12%
ML
1689
McAdam LLC
Pennsylvania
$65K +$5.84K +33 +10%
HT
1690
Heritage Trust
Oklahoma
$64K +$12.4K +70 +25%
CCMW
1691
Cypress Capital Management (Wyoming)
Wyoming
$58K +$32K +181 +134%
EARNEST Partners
1692
EARNEST Partners
Georgia
$56K -$9.02K -51 -14%
NC
1693
NewSquare Capital
Pennsylvania
$51K
AC
1694
Avestar Capital
New York
$51K +$1.24K +7 +2%
CT
1695
Clearstead Trust
Maine
$50K +$47.8K +270 New
SFPIA
1696
Stevens First Principles Investment Advisors
California
$48K -$60.1K -340 -57%
PHK
1697
Point72 Hong Kong
Hong Kong
$48K +$22.6K +128 +96%
SIM
1698
Sonora Investment Management
Arizona
$46K
CDIA
1699
Capital Directions Investment Advisors
Georgia
$46K +$44.2K +250 New
CWM
1700
Cranbrook Wealth Management
Michigan
$45K

AMGN Hedge Fund Activity: Q2 2018 in Review

1,763 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2018, worth a combined $99.8B — up 11% from $90B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AMGN positions and 69 closed out — a net gain of 30 holders — while 691 added to existing stakes and 718 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.92B. The largest seller was Goldman Sachs, cutting an estimated $250M.

  • 1,763 institutional investors held Amgen (AMGN) as of Q2 2018, up from 1,749 in Q1 2018.
  • Funds reported $99.8B of Amgen stock for Q2 2018, up 11% quarter-over-quarter.
  • 99 funds opened new Amgen positions in Q2 2018 and 69 closed out, a net change of +30 holders.
  • The largest Amgen buyer in Q2 2018 was Fidelity Investments, an estimated $4.92B added.
  • The largest Amgen seller in Q2 2018 was Goldman Sachs, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2018.