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2,090 hedge funds and large institutions have $107B invested in Amgen in 2020 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 782 increasing their positions, 831 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 90

16% more capital invested

Capital invested by funds: $91.9B → $107B (+$14.9B)

3% more funds holding

Funds holding: 2,0292,090 (+61)

0.01% more ownership

Funds ownership: 76.93%76.94% (+0.01%)

6% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 831

11% less funds holding in top 10

Funds holding in top 10: 119106 (-13)

24% less call options, than puts

Call options by funds: $880M | Put options by funds: $1.16B

Holders
2,090
Holders Change
+61
Holders Change %
+3.01%
% of All Funds
42.85%
Holding in Top 10
106
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.92%
% of All Funds
2.17%
New
169
Increased
782
Reduced
831
Closed
90
Calls
$880M
Puts
$1.16B
Net Calls
-$277M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
351
Principle Wealth Partners
Connecticut
$13.7M
RHAM
352
Round Hill Asset Management
California
$13.6M -$397K -1,740 -3%
GC
353
Grimes & Company
Massachusetts
$13.5M -$122K -536 -0.9%
TTWM
354
TCV Trust & Wealth Management
Virginia
$13.5M -$531K -2,329 -4%
SW
355
SVB Wealth
Massachusetts
$13.5M -$497K -2,179 -4%
WI
356
WBI Investments
New Jersey
$13.4M +$9.31M +40,795 +253%
HW
357
Hancock Whitney
Mississippi
$13.4M -$4.84M -21,213 -27%
Public Sector Pension Investment Board (PSP Investments)
358
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M -$9.72M -42,600 -43%
CSIC
359
Clifford Swan Investment Counsel
California
$13.1M -$159K -695 -1%
CGH
360
Crossmark Global Holdings
Texas
$13.1M +$714K +3,130 +6%
BCP
361
Blue Chip Partners
Michigan
$13M +$388K +1,702 +3%
AAM
362
Advisors Asset Management
Colorado
$13M -$1.05M -4,587 -8%
NEI
363
Northwest & Ethical Investments
Ontario, Canada
$13M +$1.33M +5,833 +12%
SAM
364
Securian Asset Management
Minnesota
$13M -$906K -3,972 -7%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$126K +552 +1%
EGA
366
Eagle Global Advisors
Texas
$12.9M -$87.6K -384 -0.7%
YIA
367
YHB Investment Advisors
Connecticut
$12.9M +$174K +763 +1%
CTC
368
Central Trust Company
Missouri
$12.7M +$365K +1,600 +3%
GF
369
Gabelli Funds
New York
$12.7M -$125K -550 -1%
RC
370
RegentAtlantic Capital
New Jersey
$12.7M +$1.08M +4,725 +10%
SGK
371
Steigerwald Gordon & Koch
Virginia
$12.6M +$112K +489 +0.9%
CRC
372
Curi RMB Capital
Illinois
$12.5M -$1.04M -4,578 -8%
BC
373
Burney Company
Virginia
$12.4M -$163K -713 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
374
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.2M -$18.7M -81,800 -61%
NB
375
Norinchukin Bank
Japan
$12.1M -$211K -924 -2%

AMGN Hedge Fund Activity: Q2 2020 in Review

2,090 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2020, worth a combined $107B — up 16% from $91.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new AMGN positions and 90 closed out — a net gain of 79 holders — while 782 added to existing stakes and 831 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $892M. The largest seller was Loomis, Sayles & Company, cutting an estimated $751M.

  • 2,090 institutional investors held Amgen (AMGN) as of Q2 2020, up from 2,029 in Q1 2020.
  • Funds reported $107B of Amgen stock for Q2 2020, up 16% quarter-over-quarter.
  • 169 funds opened new Amgen positions in Q2 2020 and 90 closed out, a net change of +79 holders.
  • The largest Amgen buyer in Q2 2020 was Nordea Investment Management, an estimated $892M added.
  • The largest Amgen seller in Q2 2020 was Loomis, Sayles & Company, an estimated $751M sold.

Based on aggregated 13F filings for Q2 2020.