We are live on ! Find out more

2,030 hedge funds and large institutions have $91.9B invested in Amgen in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 789 increasing their positions, 870 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

0.05% less ownership

Funds ownership: 76.98%76.93% (-0.05%)

3% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.14B

9% less repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 870

4% less funds holding

Funds holding: 2,1082,030 (-78)

16% less capital invested

Capital invested by funds: $110B → $91.9B (-$18B)

32% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 155

Holders
2,030
Holders Change
-78
Holders Change %
-3.7%
% of All Funds
44.72%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
2.62%
New
105
Increased
789
Reduced
870
Closed
155
Calls
$1.1B
Puts
$1.14B
Net Calls
-$38.4M
Net Calls Change
+$349M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
251
QS Investors
New York
$21.5M -$1.48M -6,789 -6%
SCM
252
Sio Capital Management
New York
$21.5M +$23.2M +106,069 New
ZCM
253
Ziegler Capital Management
Illinois
$21.5M +$23.2M +106,030 New
BCM
254
Becker Capital Management
Oregon
$21.4M +$1.23M +5,645 +6%
O
255
OrbiMed
New York
$21.3M -$3.69M -16,900 -14%
VWM
256
Valley Wealth Managers
New Jersey
$21M -$1.09M -4,971 -5%
SAM
257
Sawgrass Asset Management
Florida
$20.9M -$21.5M -98,405 -49%
Creative Planning
258
Creative Planning
Kansas
$20.9M -$679K -3,107 -3%
WB
259
WesBanco Bank
West Virginia
$20.8M -$1.24M -5,664 -5%
WBC
260
Westpac Banking Corp
Australia
$20.2M -$870K -3,985 -4%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.1M -$17.1M -78,418 -44%
ERSOT
262
Employees Retirement System of Texas
Texas
$20.1M -$874K -4,000 -4%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$20.1M +$1.93M +8,840 +10%
HNB
264
Huntington National Bank
Ohio
$20M -$794K -3,636 -4%
AB
265
Amalgamated Bank
New York
$19.8M -$1.03M -4,712 -5%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$19.6M +$567K +2,595 +3%
PI
267
PineBridge Investments
New York
$19.6M +$6.23M +28,523 +42%
WSFS
268
Wilmington Savings Fund Society
Delaware
$19.5M +$997K +4,564 +5%
HIMC
269
Heritage Investors Management Corp
Maryland
$19.4M -$263K -1,204 -1%
MAM
270
Madison Asset Management
Wisconsin
$19.3M +$9.02M +41,311 +77%
DJSG
271
D.J. St. Germain
Massachusetts
$19.2M +$9.83K +45 +0%
FT
272
Fiduciary Trust
Massachusetts
$18.9M +$732K +3,349 +4%
CWM
273
CIBC World Markets
New York
$18.8M -$5.72M -26,179 -22%
IR
274
IAT Reinsurance
New York
$18.8M -$10.9M -50,000 -35%
MAM
275
Martingale Asset Management
Massachusetts
$18.6M +$9.42M +43,116 +88%

AMGN Hedge Fund Activity: Q1 2020 in Review

2,030 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2020, worth a combined $91.9B — down 16% from $110B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of AMGN and 105 opened new positions — a net loss of 50 holders — while 870 trimmed existing stakes and 789 added.

The largest buyer was ClearBridge Investments, adding an estimated $541M. The largest seller was Fidelity Investments, cutting an estimated $1.49B.

  • 2,030 institutional investors held Amgen (AMGN) as of Q1 2020, down from 2,108 in Q4 2019.
  • Funds reported $91.9B of Amgen stock for Q1 2020, down 16% quarter-over-quarter.
  • 105 funds opened new Amgen positions in Q1 2020 and 155 closed out, a net change of -50 holders.
  • The largest Amgen buyer in Q1 2020 was ClearBridge Investments, an estimated $541M added.
  • The largest Amgen seller in Q1 2020 was Fidelity Investments, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2020.