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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
VCM
1676
Versant Capital Management
Arizona
$168K -$394 -2 -0.2%
IWP
1677
Icon Wealth Partners
Texas
$167K +$84.7K +430 +114%
IP
1678
Isthmus Partners
Wisconsin
$166K
PWAG
1679
Polaris Wealth Advisory Group
California
$166K +$158K +800 New
HCA
1680
Heck Capital Advisors
Wisconsin
$164K -$9.46K -48 -6%
EFSCE
1681
Enterprise Financial Services Corp (EFSC)
Missouri
$164K
FPS
1682
Fieldpoint Private Securities
Connecticut
$157K
MSA
1683
Marino Stram & Associates
Massachusetts
$154K
CTB
1684
Country Trust Bank
Illinois
$152K +$1.77K +9 +1%
ONST
1685
Old North State Trust
North Carolina
$150K +$143K +725 New
CFGS
1686
Concourse Financial Group Securities
Alabama
$149K +$141K +717 New
TJHA
1687
Thomas J. Herzfeld Advisors
Florida
$145K
LFA
1688
Legacy Financial Advisors
Kentucky
$141K -$8.28K -42 -6%
FANJ
1689
Financial Architects (New Jersey)
New Jersey
$138K +$11.6K +59 +10%
OFW
1690
Omnia Family Wealth
Florida
$134K
ME
1691
McIlrath & Eck
Washington
$128K +$5.32K +27 +5%
CPH
1692
C Partners Holding
Switzerland
$127K -$125K -632 -51%
HT
1693
Heritage Trust
Oklahoma
$127K +$53.2K +270 +78%
AWM
1694
AllSquare Wealth Management
New York
$126K
OBWP
1695
O'Brien Wealth Partners
Massachusetts
$126K
MFW
1696
Mosaic Family Wealth
Missouri
$123K +$19.7K +100 +18%
KL
1697
KWMG LLC
Kansas
$122K
MYIA
1698
Mount Yale Investment Advisors
Colorado
$119K -$8.67K -44 -7%
FFC
1699
First Financial Corp
Indiana
$115K -$1.77K -9 -2%
MUS
1700
Mitsubishi UFJ Securities
Japan
$114K

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.