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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
BC
151
Bartlett & Co
Ohio
$59.4M -$177K -896 -0.3%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$59.4M -$177K -896 -0.3%
KeyBank National Association
153
KeyBank National Association
Ohio
$59.3M -$624K -3,167 -1%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$58.7M -$15.2M -77,346 -21%
RRAM
155
River Road Asset Management
Kentucky
$58.5M -$5.55M -28,138 -9%
ZIM
156
Zacks Investment Management
Illinois
$58.3M +$726K +3,682 +1%
Two Sigma Investments
157
Two Sigma Investments
New York
$58.2M -$60.7M -307,799 -52%
SCP
158
Seizert Capital Partners
Michigan
$57.5M +$6M +30,466 +12%
UCFA
159
United Capital Financial Advisors
Texas
$57.4M +$1.11M +5,618 +2%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$56.8M -$1.93M -9,792 -3%
PA
161
Profund Advisors
Maryland
$56.2M +$3.21M +16,296 +6%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$56.1M -$1.97M -10,000 -4%
DWA
163
Douglass Winthrop Advisors
New York
$55.4M +$727K +3,688 +1%
OAG
164
Orbis Allan Gray
Bermuda
$54.6M +$55K +279 +0.1%
Assenagon Asset Management
165
Assenagon Asset Management
Luxembourg
$53.9M -$23.3M -118,270 -31%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$53.7M -$7.12M -36,116 -12%
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.3M -$32.2M -163,476 -39%
Connor, Clark & Lunn Investment Management (CC&L)
168
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$52M +$22.7M +115,350 +85%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$51.3M -$294K -1,493 -0.6%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$50M -$31.9M -161,942 -40%
PI
171
PineBridge Investments
New York
$49.8M +$17.9M +90,588 +61%
CI
172
Conning Inc
Connecticut
$49.8M -$1.45M -7,345 -3%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$49.6M -$17.6M -89,537 -27%
WRF
174
Waddell & Reed Financial
Kansas
$49.5M -$2.33M -11,800 -5%
SEI Investments
175
SEI Investments
Pennsylvania
$48.5M -$2.99M -15,160 -6%

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.