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
LSV Asset Management
26
LSV Asset Management
Illinois
$675M -$37.2M -170,131 -5%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$668M -$39.9M -182,745 -5%
Goldman Sachs
28
Goldman Sachs
New York
$658M -$298M -1,363,214 -30%
UBS AM
29
UBS AM
Illinois
$612M +$27.6M +126,373 +4%
State Farm Mutual Automobile Insurance
30
State Farm Mutual Automobile Insurance
Illinois
$586M
Charles Schwab
31
Charles Schwab
California
$579M +$10.8M +49,496 +2%
PPA
32
Parametric Portfolio Associates
Washington
$523M +$39.9M +182,537 +8%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$512M +$25.4M +116,304 +5%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$510M +$28.9M +132,164 +6%
UBS Group
35
UBS Group
Switzerland
$504M -$115M -525,866 -17%
Swiss National Bank
36
Swiss National Bank
Switzerland
$468M +$90.6M +415,000 +22%
PI
37
Putnam Investments
Massachusetts
$433M -$28.2M -129,100 -6%
Franklin Resources
38
Franklin Resources
California
$401M -$13.5M -61,921 -3%
Invesco
39
Invesco
Georgia
$365M +$33.4M +153,003 +9%
Ameriprise
40
Ameriprise
Minnesota
$364M -$31.2M -142,842 -7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$351M +$80.5M +368,603 +27%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$351M -$30.6M -140,186 -7%
Victory Capital Management
43
Victory Capital Management
Texas
$331M +$143M +653,980 +67%
Winslow Capital Management
44
Winslow Capital Management
Minnesota
$302M -$7.13M -32,653 -2%
PAMU
45
Pictet Asset Management (UK)
United Kingdom
$295M +$802K +3,672 +0.3%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$289M -$1.7M -7,800 -0.5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$286M +$49.2M +225,088 +19%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$283M -$24.2M -110,715 -8%
Allianz Asset Management
49
Allianz Asset Management
Germany
$277M +$32.8M +150,060 +12%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$277M -$21.9M -100,171 -7%

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.