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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
DY
476
Dowling & Yahnke
California
$6.99M -$13.3K -61 -0.2%
HAI
477
Hennessy Advisors Inc
California
$6.97M -$743K -3,400 -9%
BCAM
478
Boston Common Asset Management
Massachusetts
$6.92M +$58.8K +269 +0.8%
LNB
479
Ledyard National Bank
$6.9M +$107K +490 +1%
FNBOO
480
First National Bank of Omaha
Nebraska
$6.84M +$605K +2,771 +9%
HP
481
Hikari Power
Japan
$6.82M
AAIM
482
Asset Advisors Investment Management
Georgia
$6.79M +$4.37K +20 +0.1%
VFA
483
Voya Financial Advisors
Connecticut
$6.73M -$770K -3,527 -10%
PIM
484
Penobscot Investment Management
Massachusetts
$6.7M +$341K +1,563 +5%
CK
485
Cohen Klingenstein
New York
$6.69M
CT
486
Caldwell Trust
Florida
$6.69M +$6.99K +32 +0.1%
BC
487
Burleson & Co
California
$6.67M +$857K +3,923 +16%
CFB
488
Cullen/Frost Bankers
Texas
$6.66M +$703K +3,219 +11%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$6.56M -$652K -2,987 -8%
BCV
490
Banque Cantonale Vaudoise
Switzerland
$6.52M -$323K -1,481 -4%
AIP
491
Ameritas Investment Partners
Nebraska
$6.46M -$86.9K -398 -1%
JIC
492
Johnson Investment Counsel
Ohio
$6.46M -$409K -1,872 -6%
LG
493
Leuthold Group
Minnesota
$6.39M -$508K -2,325 -7%
III
494
Independent Investors Inc
New York
$6.38M
VNA
495
Valley National Advisers
Pennsylvania
$6.38M -$363K -1,660 -5%
EWM
496
Endurance Wealth Management
Rhode Island
$6.37M +$12.2K +56 +0.2%
LBC
497
Lowe Brockenbrough & Co
Virginia
$6.35M -$80.6K -369 -1%
SWP
498
Stratos Wealth Partners
Ohio
$6.32M +$1.12M +5,147 +20%
GAM
499
Gotham Asset Management
New York
$6.31M -$23.3M -106,659 -77%
Wealthfront Advisers
500
Wealthfront Advisers
California
$6.31M +$1.85M +8,474 +37%

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.