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
WAM
526
World Asset Management
Michigan
$5.75M -$3.8M -17,414 -38%
ECM
527
Estabrook Capital Management
New York
$5.73M -$546K -2,499 -8%
FVCM
528
F&V Capital Management
Florida
$5.71M +$196K +899 +3%
RFC
529
Regions Financial Corp
Alabama
$5.69M -$187K -855 -3%
HPIA
530
Hamilton Point Investment Advisors
North Carolina
$5.68M +$289K +1,323 +5%
OCM
531
Oakwood Capital Management
California
$5.67M -$147K -675 -2%
ANBT
532
American National Bank & Trust
Texas
$5.67M +$488K +2,233 +9%
AHC
533
Adell Harriman & Carpenter
Texas
$5.63M -$278K -1,275 -4%
AP
534
Advisor Partners
California
$5.59M +$1.54M +7,060 +34%
SRIM
535
Saratoga Research & Investment Management
California
$5.51M +$1.07M +4,905 +22%
HCMT
536
Highland Capital Management (Tennessee)
Tennessee
$5.5M +$1.39M +6,343 +31%
UAS
537
United Asset Strategies
New York
$5.47M +$62.9K +288 +1%
WAS
538
WESPAC Advisors SoCal
California
$5.45M -$484K -2,216 -9%
DCM
539
Dupont Capital Management
Delaware
$5.44M +$373K +1,709 +7%
LSA
540
L & S Advisors
California
$5.44M -$2.49M -11,407 -30%
SC
541
Scotia Capital
Ontario, Canada
$5.43M -$652K -2,987 -10%
BFA
542
Benedict Financial Advisors
Georgia
$5.43M +$47K +215 +0.8%
TW
543
Transform Wealth
Colorado
$5.43M +$189K +863 +3%
FMC
544
First Merchants Corp
Indiana
$5.41M +$196K +897 +3%
RBA
545
Richard Bernstein Advisors
New York
$5.41M -$2.59M -11,864 -31%
FQ
546
First Quadrant
California
$5.41M
KCM
547
Kornitzer Capital Management
Kansas
$5.41M -$404K -1,850 -6%
V
548
ValueWorks
New York
$5.41M -$1.56M -7,152 -21%
IPW
549
Inlet Private Wealth
Florida
$5.36M -$5.46K -25 -0.1%
WT
550
Whittier Trust
California
$5.35M -$2.08M -9,542 -27%

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.