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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
PCP
1701
Proficio Capital Partners
Massachusetts
$113K -$5.91K -30 -5%
SIAS
1702
Shine Investment Advisory Services
Colorado
$107K
ED
1703
Exane Derivatives
France
$107K -$822K -4,172 -89%
OC
1704
Oakworth Capital
Alabama
$106K
MCM
1705
Mainstay Capital Management
Michigan
$104K -$19.7K -100 -17%
SPL
1706
Smart Portfolios LLC
Washington
$104K
RMAM
1707
Raab & Moskowitz Asset Management
New Jersey
$102K +$97.4K +494 New
EA
1708
Elm Advisors
California
$96K +$91.6K +465 New
WF
1709
WealthTrust Fairport
Ohio
$93K
PRS
1710
Pinkerton Retirement Specialists
Idaho
$92K
AIM
1711
Arcadia Investment Management
Michigan
$92K +$7.88K +40 +10%
SIM
1712
Sonora Investment Management
Arizona
$85K +$31.5K +160 +64%
RE
1713
RBC Europe
United Kingdom
$83.1K -$17.9K -91 -18%
BCM
1714
Blume Capital Management
California
$83K
NCM
1715
Northstar Capital Management
New York
$83K
IGGA
1716
Iron Gate Global Advisors
Utah
$82K +$78.8K +400 +1,333%
POIA
1717
Pin Oak Investment Advisors
Texas
$80K -$985 -5 -1%
FIA
1718
FNY Investment Advisers
New York
$80K +$76.1K +386 New
TAIM
1719
TD Ameritrade Investment Management
Nebraska
$78K +$44.1K +224 +148%
PFGIA
1720
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$70.9K +360 New
MWM
1721
MinichMacGregor Wealth Management
New York
$74K -$1.58K -8 -2%
GWS
1722
Glassman Wealth Services
Virginia
$73K -$1.38K -7 -2%
ML
1723
McAdam LLC
Pennsylvania
$73K
BBA
1724
Braun-Bostich & Associates
Pennsylvania
$70K -$25K -127 -27%
CCMW
1725
Cypress Capital Management (Wyoming)
Wyoming
$66K

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.