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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
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$6.25M -$1.56M -7,139 -19%
OWD
502
Osborn Williams & Donohoe
Ohio
$6.25M +$356K +1,632 +6%
AIMCA
503
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.24M -$36.5M -167,200 -84%
LW
504
Linscomb Wealth
Texas
$6.19M +$385K +1,764 +6%
RHFI
505
Reilly Herbert Faulkner III
$6.13M -$241K -1,105 -4%
FHA
506
First Horizon Advisors
Tennessee
$6.12M -$253K -1,156 -4%
ECG
507
Edge Capital Group
Georgia
$6.12M +$1.8M +8,240 +38%
SCM
508
Sitrin Capital Management
California
$6.09M -$450K -2,062 -6%
VMPIC
509
Varma Mutual Pension Insurance Co
Finland
$6.08M -$2.18M -10,000 -25%
HIA
510
Harbor Investment Advisory
Maryland
$6.01M +$52.9K +242 +0.8%
OPTFSNA
511
Old Point Trust & Financial Services N A
Virginia
$5.99M -$38.9K -178 -0.6%
CCP
512
Corient Capital Partners
California
$5.99M +$491K +2,250 +8%
FG
513
Fiduciary Group
Georgia
$5.99M +$182K +831 +3%
EWM
514
Evercore Wealth Management
New York
$5.94M +$91.5K +419 +1%
AWM
515
AE Wealth Management
Kansas
$5.91M +$834K +3,816 +15%
PSP
516
Principal Street Partners
Tennessee
$5.91M +$6.07M +27,775 +2,024%
EFIC
517
Eliot Finkel Investment Counsel
California
$5.9M -$87.4K -400 -1%
CBT
518
Central Bank & Trust
Kentucky
$5.88M -$142K -648 -2%
VCM
519
Vision Capital Management
Oregon
$5.86M +$984K +4,504 +18%
CAM
520
Columbia Asset Management
Michigan
$5.84M +$90.9K +416 +1%
ACM
521
Argyle Capital Management
Pennsylvania
$5.81M
WC
522
Whitney & Co
New York
$5.79M +$86.3K +395 +1%
UH
523
Unigestion Holding
Switzerland
$5.77M +$6.21M +28,449 New
AMCA
524
Arthur M. Cohen & Associates
Illinois
$5.75M +$50.2K +230 +0.8%
WKWM
525
Walter & Keenan Wealth Management
Indiana
$5.75M +$4.07M +18,652 +179%

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.