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2,128 hedge funds and large institutions have $113B invested in Amgen in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 855 increasing their positions, 798 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 85

13% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.03B

6% more capital invested

Capital invested by funds: $107B → $113B (+$6.51B)

5% more funds holding in top 10

Funds holding in top 10: 106111 (+5)

2% more funds holding

Funds holding: 2,0912,128 (+37)

7% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 798

0.77% less ownership

Funds ownership: 76.94%76.17% (-0.77%)

Holders
2,128
Holders Change
+37
Holders Change %
+1.77%
% of All Funds
42.93%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
2.24%
New
139
Increased
855
Reduced
798
Closed
85
Calls
$1.16B
Puts
$1.03B
Net Calls
+$129M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
376
Clifford Swan Investment Counsel
California
$13.2M -$910K -3,674 -7%
BC
377
Burney Company
Virginia
$13.1M -$282K -1,140 -2%
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$12.8M -$161K -648 -1%
AAM
379
Advisors Asset Management
Colorado
$12.8M -$1.22M -4,915 -9%
AP
380
Atwood & Palmer
Missouri
$12.8M +$313K +1,265 +3%
VW
381
Vantage Wealth
California
$12.7M +$212K +855 +2%
BFA
382
Bragg Financial Advisors
North Carolina
$12.5M +$7.93K +32 +0.1%
BAMF
383
BI Asset Management Fondsmaeglerselskab
Denmark
$12.4M +$3.62M +14,594 +43%
II
384
IFM Investors
Australia
$12.4M +$1.32M +5,325 +12%
NGM
385
North Growth Management
British Columbia, Canada
$12.4M
IHL
386
Investment House LLC
California
$12.3M +$3.22K +13 +0%
WT
387
Washington Trust
Rhode Island
$12.2M -$67.9K -274 -0.6%
CWM
388
Cabot Wealth Management
Massachusetts
$12.2M +$133K +538 +1%
GP
389
Girard Partners
Pennsylvania
$12.2M +$168K +680 +1%
FNT
390
First National Trust
Pennsylvania
$11.9M +$354K +1,427 +3%
YIA
391
YHB Investment Advisors
Connecticut
$11.9M -$1.89M -7,643 -14%
HC
392
Henshaw Capital
Massachusetts
$11.9M +$2.76M +11,150 +31%
CCM
393
Covington Capital Management
California
$11.9M +$249K +1,005 +2%
CA
394
CapWealth Advisors
Tennessee
$11.9M +$148K +597 +1%
DC
395
Davenport & Co
Virginia
$11.9M -$610K -2,463 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
396
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.8M -$1.34M -5,400 -10%
BIM
397
Bridges Investment Management
Nebraska
$11.8M +$213K +861 +2%
MIM
398
Marco Investment Management
Georgia
$11.7M -$202K -815 -2%
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$11.7M +$310K +1,250 +3%
OKSA
400
O'Keefe Stevens Advisory
New York
$11.6M -$107K -430 -0.9%

AMGN Hedge Fund Activity: Q3 2020 in Review

2,128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2020, worth a combined $113B — up 6.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new AMGN positions and 85 closed out — a net gain of 54 holders — while 855 added to existing stakes and 798 trimmed.

The largest buyer was State Street, adding an estimated $1.24B. The largest seller was Nordea Investment Management, cutting an estimated $1.24B.

  • 2,128 institutional investors held Amgen (AMGN) as of Q3 2020, up from 2,091 in Q2 2020.
  • Funds reported $113B of Amgen stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 139 funds opened new Amgen positions in Q3 2020 and 85 closed out, a net change of +54 holders.
  • The largest Amgen buyer in Q3 2020 was State Street, an estimated $1.24B added.
  • The largest Amgen seller in Q3 2020 was Nordea Investment Management, an estimated $1.24B sold.

Based on aggregated 13F filings for Q3 2020.