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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
OKSA
401
O'Keefe Stevens Advisory
New York
$10.8M +$10.5M +45,914 New
CCM
402
Covington Capital Management
California
$10.8M -$354K -1,553 -3%
GJIC
403
Gamble Jones Investment Counsel
California
$10.7M -$199K -873 -2%
FNT
404
First National Trust
Pennsylvania
$10.7M +$167K +732 +2%
BIM
405
Bridges Investment Management
Nebraska
$10.7M -$471K -2,063 -4%
CFB
406
Cullen/Frost Bankers
Texas
$10.7M +$2.82M +12,364 +38%
ZCM
407
Ziegler Capital Management
Illinois
$10.6M -$13.9M -60,959 -57%
FM
408
Foster & Motley
Ohio
$10.6M -$538K -2,357 -5%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$10.5M +$620K +2,717 +6%
DLA
410
Douglas Lane & Associates
New York
$10.4M -$722K -3,165 -7%
CAM
411
Congress Asset Management
Massachusetts
$10.4M -$320K -1,401 -3%
Rafferty Asset Management
412
Rafferty Asset Management
New York
$10.4M +$5.62M +24,649 +128%
FWM
413
Frontier Wealth Management
Missouri
$10.3M +$185K +813 +2%
II
414
IFM Investors
Australia
$10.3M -$3.82M -16,732 -28%
SF
415
Synovus Financial
Georgia
$10.3M -$2.11M -9,269 -18%
OSIA
416
O'Shares Investment Advisers
Massachusetts
$10.2M +$890K +3,901 +10%
GI
417
Gradient Investments
Minnesota
$10.2M -$948K -4,153 -9%
QIM
418
Quantitative Investment Management
Virginia
$10.2M +$4.54M +19,893 +85%
FNBT
419
FineMark National Bank & Trust
Florida
$10.1M +$189K +827 +2%
VRS
420
Virginia Retirement Systems
Virginia
$9.94M -$8.94M -39,200 -48%
PAG
421
Private Advisor Group
New Jersey
$9.92M +$162K +710 +2%
RIM
422
Redpoint Investment Management
Australia
$9.87M -$1.09M -4,778 -10%
B
423
Barings
North Carolina
$9.71M
CIM
424
Chiron Investment Management
New York
$9.59M -$7.1M -31,107 -43%
TH
425
TCTC Holdings
Texas
$9.48M -$481K -2,106 -5%

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.