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
SW
426
SteelPeak Wealth
California
$8.92M +$1.73M +7,911 +22%
CA
427
CapWealth Advisors
Tennessee
$8.85M +$306K +1,399 +3%
CI Investments Inc
428
CI Investments Inc
Ontario, Canada
$8.75M -$71.6M -327,672 -88%
TCM
429
Twin Capital Management
Pennsylvania
$8.72M -$105K -480 -1%
FWM
430
Frontier Wealth Management
Missouri
$8.71M +$3.36M +15,384 +56%
TH
431
TCTC Holdings
Texas
$8.58M +$622K +2,846 +7%
CM
432
Capital Management
Virginia
$8.54M -$466K -2,134 -5%
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$8.51M +$957K +4,383 +12%
FNBT
434
FineMark National Bank & Trust
Florida
$8.48M +$50.2K +230 +0.6%
KWM
435
Kingsview Wealth Management
Oregon
$8.46M +$5.37M +24,572 +143%
PAG
436
Private Advisor Group
New Jersey
$8.38M +$184K +844 +2%
VWM
437
Venturi Wealth Management
Texas
$8.33M -$2.45M -11,211 -21%
JG
438
Jefferies Group
New York
$8.32M +$5.64M +25,800 +183%
KRS
439
Kentucky Retirement Systems
Kentucky
$8.23M +$2.19M +10,012 +33%
TCOV
440
Trust Company of Vermont
Vermont
$8.21M -$41.9K -192 -0.5%
JC
441
Jacobs & Co
California
$8.13M +$110K +505 +1%
WF
442
Welch & Forbes
Massachusetts
$8.12M +$1.22M +5,573 +16%
SGA
443
Strategic Global Advisors
California
$8.1M -$300K -1,372 -3%
EPFB
444
Employees Provident Fund Board
Malaysia
$8.09M +$8.71M +39,898 New
OSIA
445
O'Shares Investment Advisers
Massachusetts
$8M -$6.55K -30 -0.1%
SIA
446
Sit Investment Associates
Minnesota
$7.98M +$1.43M +6,550 +20%
LS
447
Livforsakringsbolaget Skandia
Sweden
$7.97M +$371K +1,700 +5%
AAF
448
Andra AP-fonden
Sweden
$7.93M +$306K +1,400 +4%
Daiwa Securities Group
449
Daiwa Securities Group
Japan
$7.92M +$29.5K +135 +0.3%
FAB
450
First American Bank
Illinois
$7.75M +$102K +469 +1%

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.