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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
MNG
601
Manning & Napier Group
New York
$4.64M -$39M -178,613 -89%
AIA
602
Affinity Investment Advisors
California
$4.63M +$1.75M +8,006 +54%
KA
603
Kintegral Advisory
New York
$4.62M +$557K +2,550 +13%
TC
604
Telemus Capital
Michigan
$4.62M -$46.5K -213 -1%
SWM
605
SVA Wealth Management
Wisconsin
$4.61M -$61.2K -280 -1%
NA
606
NewEdge Advisors
Louisiana
$4.61M +$1.19M +5,458 +32%
GFA
607
Gifford Fong Associates
California
$4.6M
CT
608
Coastline Trust
Rhode Island
$4.56M -$66.6K -305 -1%
AF
609
Arrow Financial
New York
$4.55M -$80.4K -368 -2%
NSIM
610
North Star Investment Management
Illinois
$4.55M -$137K -629 -3%
MGIM
611
M&G Investment Management
United Kingdom
$4.54M +$877K +4,013 +22%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$4.53M +$32.3K +148 +0.7%
AAA
613
Adams Asset Advisors
Texas
$4.53M
WFMPM
614
Woodley Farra Manion Portfolio Management
Indiana
$4.53M -$116K -533 -2%
TF
615
Tompkins Financial
New York
$4.48M -$50K -229 -1%
MWM
616
Marietta Wealth Management
Georgia
$4.47M +$90K +412 +2%
P
617
Pitcairn
Pennsylvania
$4.47M +$680K +3,111 +16%
OCM
618
One Capital Management
California
$4.46M +$216K +990 +5%
TSW
619
Thompson Siegel & Walmsley
Virginia
$4.46M +$426K +1,950 +10%
TFA
620
Toth Financial Advisory
Virginia
$4.45M +$99.4K +455 +2%
TCM
621
Telos Capital Management
California
$4.45M +$360K +1,649 +8%
FA
622
FDx Advisors
Illinois
$4.45M +$476K +2,181 +11%
Simplex Trading
623
Simplex Trading
Illinois
$4.44M +$3.61M +16,514 +306%
JWBC
624
J.W. Burns & Co
New York
$4.43M -$49.6K -227 -1%
SNB
625
Security National Bank
Nebraska
$4.43M +$119K +544 +3%

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.