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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
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.8M -$224K -1,027 -5%
SMFG
677
Sumitomo Mitsui Financial Group
Japan
$3.8M +$852K +3,901 +26%
ST
678
Somerset Trust
Pennsylvania
$3.78M +$84.3K +386 +2%
CEI
679
Clark Estates Inc
New York
$3.75M
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$3.75M -$5.68K -26 -0.1%
FC
681
FCA Corp
Texas
$3.74M +$169K +773 +4%
FMTC
682
Farmers & Merchants Trust Company
California
$3.74M +$30.6K +140 +0.8%
IFAM
683
Institutional & Family Asset Management
Colorado
$3.74M +$111K +508 +3%
BSW
684
Buckingham Strategic Wealth
Missouri
$3.73M +$1.14M +5,222 +40%
EWA
685
EP Wealth Advisors
California
$3.71M +$657K +3,006 +20%
CCM
686
Coldstream Capital Management
Washington
$3.71M -$214K -981 -5%
BCM
687
Birch Capital Management
Texas
$3.71M +$265K +1,211 +7%
WP
688
WealthSource Partners
California
$3.7M -$355K -1,625 -8%
CIA
689
Choate Investment Advisors
Massachusetts
$3.67M -$202K -926 -5%
AC
690
Arjuna Capital
North Carolina
$3.66M -$64.7K -296 -2%
AF
691
Advisornet Financial
Minnesota
$3.66M +$154K +703 +4%
KRSITF
692
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.65M +$860K +3,937 +28%
AC
693
Allstate Corporation
Illinois
$3.64M -$8.1M -37,080 -67%
PA
694
Perennial Advisors
New York
$3.63M +$311K +1,425 +9%
DT
695
Diversified Trust
Tennessee
$3.63M -$30.1K -138 -0.8%
JWM
696
Jackson Wealth Management
Florida
$3.59M -$1.21M -5,557 -27%
GH
697
GAM Holding
Switzerland
$3.59M -$800K -3,664 -17%
WS
698
Wedbush Securities
California
$3.58M +$52K +238 +1%
AAM
699
Aureus Asset Management
Massachusetts
$3.58M -$480K -2,199 -11%
Cerity Partners
700
Cerity Partners
New York
$3.57M +$189K +867 +5%

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.