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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
EARNEST Partners
1726
EARNEST Partners
Georgia
$63K
CT
1727
Clearstead Trust
Maine
$56K
SFPIA
1728
Stevens First Principles Investment Advisors
California
$54K
AC
1729
Avestar Capital
New York
$53K -$5.52K -28 -9%
TC
1730
Truvestments Capital
Florida
$52K +$49.3K +250 New
CWM
1731
Cranbrook Wealth Management
Michigan
$51K
CGT
1732
Capital Guardian Trust
California
$51K +$48.3K +245 New
MSFP
1733
Mark Sheptoff Financial Planning
Connecticut
$50K
BAMG
1734
Brand Asset Management Group
Missouri
$49K
OSNBOA
1735
Old Second National Bank of Aurora
Illinois
$49K
TIM
1736
Tortoise Investment Management
New York
$46K -$38.6K -196 -47%
CA
1737
Crewe Advisors
Utah
$46K
TFA
1738
Transamerica Financial Advisors
Florida
$46K +$42.8K +217 +4,340%
CJA
1739
C-J Advisory
California
$43K
HIIFS
1740
Harel Insurance Investments & Financial Services
Israel
$41K -$158K -800 -80%
EWM
1741
Edge Wealth Management
New York
$41K
IDBONY
1742
Israel Discount Bank of New York
New York
$41K
ST
1743
Sageworth Trust
Pennsylvania
$39K +$36.7K +186 New
1IA
1744
1834 Investment Advisors
Wisconsin
$37K
LBG
1745
Lloyds Banking Group
United Kingdom
$37K
LWA
1746
Lenox Wealth Advisors
New York
$33K
PSC
1747
Prentiss Smith & Co
Vermont
$31K
IF
1748
Ironwood Financial
Arizona
$31K +$29.6K +150 New
LYV
1749
Live Your Vision
Pennsylvania
$30K -$591 -3 -2%
CWM
1750
Catamount Wealth Management
Connecticut
$29K +$197 +1 +0.7%

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.