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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
CWA
1751
Clarus Wealth Advisors
Arizona
$29K +$2.56K +13 +10%
NSB
1752
Norway Savings Bank
Maine
$28K
WWMSC
1753
Wagner Wealth Management (South Carolina)
South Carolina
$28K +$1.97K +10 +8%
BCM
1754
Brasada Capital Management
Texas
$27K -$83.2K -422 -77%
LWM
1755
Lenox Wealth Management
Ohio
$25K -$1.77K -9 -7%
CB
1756
CNB Bank
Pennsylvania
$25K
BL
1757
Balentine LLC
Georgia
$25K +$23.5K +119 New
EWM
1758
Elmwood Wealth Management
California
$22.7K +$197 +1 +0.9%
NL
1759
NVWM LLC
Pennsylvania
$22K
CFG
1760
CKW Financial Group
Hawaii
$21K
TDC
1761
Thompson Davis & Co
Virginia
$21K +$19.7K +100 New
PW
1762
Price Wealth
Texas
$20K -$66K -335 -78%
PCFFS
1763
Pacific Center for Financial Services
California
$17K
AP
1764
Arlington Partners
Alabama
$16K +$14.8K +75 New
AMCA
1765
Arthur M. Cohen & Associates
Illinois
$14.9K +$305K +1,549 +2%
PCA
1766
Peddock Capital Advisors
Massachusetts
$14K +$197 +1 +1%
SIS
1767
Sound Income Strategies
Florida
$13K -$394 -2 -3%
BWM
1768
Baystate Wealth Management
Massachusetts
$13K
TWMP
1769
Taylor Wealth Management Partners
Massachusetts
$13K
PCM
1770
Princeton Capital Management
New Jersey
$12K -$9.26K -47 -44%
BRC
1771
Bell Rock Capital
Delaware
$10K
LWA
1772
Lowe Wealth Advisors
Maryland
$10K +$8.87K +45 +2,250%
RCG
1773
Ruggie Capital Group
Florida
$7K -$3.94K -20 -37%
LFG
1774
LifePlan Financial Group
Ohio
$7K
JAM
1775
JCIC Asset Management
Ontario, Canada
$6K

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.