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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
TNBTD
576
Trustmark National Bank Trust Department
Mississippi
$4.97M +$81.7K +374 +2%
MCP
577
Martin Capital Partners
Oregon
$4.92M -$26K -119 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
578
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.92M -$2.21M -10,139 -29%
FFA
579
Fragasso Financial Advisors
Pennsylvania
$4.92M +$74.7K +342 +1%
CSS
580
Cubist Systematic Strategies
Connecticut
$4.91M +$2.63M +12,056 +99%
FBC
581
Fairfield, Bush & Co
Connecticut
$4.9M +$57.9K +265 +1%
MCC
582
Malaga Cove Capital
California
$4.88M -$330K -1,511 -6%
IIM
583
Ipswich Investment Management
Massachusetts
$4.86M -$370K -1,692 -7%
PCM
584
Palouse Capital Management
Washington
$4.85M +$659K +3,015 +14%
TNB
585
Thomasville National Bank
Georgia
$4.81M -$150K -689 -3%
OIM
586
Opus Investment Management
Massachusetts
$4.78M
VV
587
Verity & Verity
South Carolina
$4.77M -$1.2M -5,494 -19%
VHAM
588
Van Hulzen Asset Management
California
$4.77M +$1.19M +5,466 +30%
NGA
589
Naples Global Advisors
Florida
$4.77M -$64.2K -294 -1%
CAC
590
Core Alternative Capital
Georgia
$4.76M +$2.73M +12,491 +113%
QIM
591
Quantitative Investment Management
Virginia
$4.74M +$5.1M +23,368 New
BWM
592
Buckley Wealth Management
Nevada
$4.7M -$186K -850 -4%
AAS
593
Avantax Advisory Services
Texas
$4.7M +$217K +995 +4%
FIM
594
Freedom Investment Management
Connecticut
$4.68M +$497K +2,275 +13%
FF
595
Fluent Financial
Texas
$4.68M +$1.07M +4,895 +27%
CI
596
CX Institutional
Indiana
$4.68M +$1.47M +6,716 +41%
HCM
597
Highlander Capital Management
New Jersey
$4.67M
Wolverine Trading
598
Wolverine Trading
Illinois
$4.66M -$5.94M -27,191 -55%
WAM
599
Winslow Asset Management
Ohio
$4.65M +$85.4K +391 +2%
BAAM
600
Baker Avenue Asset Management
California
$4.65M -$2.31M -10,567 -32%

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.