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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
M
551
MOTCO
Texas
$5.34M +$67.5K +309 +1%
IAN
552
Integrated Advisors Network
Texas
$5.33M -$59K -270 -1%
VCM
553
Violich Capital Management
California
$5.31M
CAN
554
Cetera Advisor Networks
California
$5.3M -$20.1K -92 -0.4%
MC
555
Moors & Cabot
Massachusetts
$5.28M -$1.03M -4,700 -15%
WCM
556
Windward Capital Management
California
$5.27M -$216K -991 -4%
AP
557
Appleton Partners
Massachusetts
$5.27M -$127K -583 -2%
MIG
558
McGuire Investment Group
Rhode Island
$5.27M -$27.1K -124 -0.5%
CCM
559
Carderock Capital Management
Maryland
$5.27M -$614K -2,812 -10%
JWM
560
JGP Wealth Management
Oregon
$5.27M -$109K -497 -2%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$5.24M -$437 -2 -0%
SC
562
SouthState Corp
Florida
$5.23M -$840K -3,844 -13%
GDP
563
Great Diamond Partners
Maine
$5.21M -$95.9K -439 -2%
MERSOM
564
Municipal Employees' Retirement System of Michigan
Michigan
$5.21M
FC
565
Forte Capital
New York
$5.18M +$56.4K +258 +1%
Fayez Sarofim & Co
566
Fayez Sarofim & Co
Texas
$5.16M +$76.4K +350 +1%
LSERS
567
Louisiana State Employees Retirement System
Louisiana
$5.13M -$633K -2,900 -10%
UF
568
Univest Financial
Pennsylvania
$5.09M +$486K +2,224 +10%
CA
569
Cambridge Advisors
Nebraska
$5.08M -$29.5K -135 -0.5%
SCA
570
Spearhead Capital Advisors
Florida
$5.06M +$484K +2,215 +10%
ECM
571
Exchange Capital Management
Michigan
$5.03M -$181K -827 -3%
V
572
Veritable
Delaware
$5.02M -$103K -471 -2%
BAMF
573
BI Asset Management Fondsmaeglerselskab
Denmark
$5M -$4.83M -22,120 -47%
RAM
574
Riggs Asset Management
Pennsylvania
$4.99M -$137K -626 -2%
OBGC
575
O'Brien Greene & Co
Pennsylvania
$4.97M -$34.9K -160 -0.6%

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.