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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
Brown Advisory
176
Brown Advisory
Maryland
$48.5M +$872K +4,423 +2%
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$48.3M -$546K -2,772 -1%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$48.3M +$2.81M +14,251 +7%
STMM
179
South Texas Money Management
Texas
$47.3M +$191K +971 +0.4%
Fidelity International
180
Fidelity International
Bermuda
$47M -$32.1M -162,817 -42%
GIBU
181
Gulf International Bank (UK)
United Kingdom
$46.6M +$1.36M +6,912 +3%
CCMG
182
Clark Capital Management Group
Pennsylvania
$45.3M +$8.65M +43,901 +25%
OA
183
Oak Associates
Ohio
$44.7M +$16K +81 +0%
CB
184
Commerce Bank
Missouri
$44.6M +$1.65M +8,388 +4%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$44.1M +$2.64M +13,419 +7%
KAM
186
Krensavage Asset Management
New York
$44.1M -$6.17M -31,331 -13%
FWCM
187
Ferguson Wellman Capital Management
Oregon
$42.9M -$192K -972 -0.5%
Comerica Bank
188
Comerica Bank
Texas
$42.9M -$7.76M -39,389 -15%
GKIM
189
GW&K Investment Management
Massachusetts
$42.8M -$816K -4,141 -2%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$42.7M +$5.36M +27,181 +15%
CLOS
191
Compagnie Lombard Odier SCmA
Switzerland
$42M +$979K +4,970 +3%
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
$40.6M -$4.84M -24,562 -11%
LPL Financial
193
LPL Financial
California
$40.2M +$1.64M +8,300 +4%
Lazard Asset Management
194
Lazard Asset Management
New York
$40M +$6.43M +32,610 +20%
MIM
195
MetLife Investment Management
New Jersey
$39M -$1.53M -7,759 -4%
PCA
196
Personal Capital Advisors
California
$38.7M +$1.94M +9,831 +6%
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.7M -$2.23M -11,300 -6%
Bank of Nova Scotia
198
Bank of Nova Scotia
Ontario, Canada
$38.7M -$48.7M -246,891 -57%
RCM
199
RNC Capital Management
California
$38.6M +$387K +1,964 +1%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$37.1M -$542K -2,748 -2%

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.