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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
IAS
801
IMA Advisory Services
Colorado
$2.51M -$78K -357 -3%
HI
802
Harrington Investments
California
$2.51M +$1.09K +5 +0%
ACM
803
Advisors Capital Management
New Jersey
$2.51M +$426K +1,950 +19%
Fuller & Thaler Asset Management
804
Fuller & Thaler Asset Management
California
$2.49M +$2.69M +12,300 New
SIAP
805
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.49M +$32.8K +150 +1%
Bank Julius Baer & Co
806
Bank Julius Baer & Co
Switzerland
$2.48M +$2.67M +12,241 New
GT
807
Greenleaf Trust
Michigan
$2.48M +$55.7K +255 +2%
BSA
808
Bull Street Advisors
Georgia
$2.47M +$715K +3,275 +37%
LRPA
809
L. Roy Papp & Associates
Arizona
$2.47M -$46.5K -213 -2%
SC
810
Slow Capital
California
$2.47M -$251K -1,151 -9%
WG
811
Watchman Group
Texas
$2.46M -$17.9K -82 -0.7%
SB
812
Simmons Bank
Arkansas
$2.46M +$439K +2,011 +20%
ACS
813
Archford Capital Strategies
Illinois
$2.45M -$45.7K -209 -2%
PMG
814
ProVise Management Group
Florida
$2.44M -$41.7K -191 -2%
NAM
815
NTV Asset Management
West Virginia
$2.44M -$21.8K -100 -0.8%
MWNA
816
Marshall Wace North America
New York
$2.44M -$2.71M -12,426 -51%
HSA
817
HBK Sorce Advisory
Pennsylvania
$2.44M +$30.6K +140 +1%
BBHC
818
Brown Brothers Harriman & Co
New York
$2.43M +$528K +2,416 +25%
BIA
819
BMT Investment Advisors
Pennsylvania
$2.43M
SC
820
Sawyer & Company
Massachusetts
$2.43M +$174K +795 +7%
XWM
821
Xcel Wealth Management
Florida
$2.41M -$218K -1,000 -8%
CAM
822
Cypress Asset Management
Texas
$2.41M -$2.18K -10 -0.1%
AA
823
Altman Advisors
Illinois
$2.4M -$132K -605 -5%
LIM
824
Leavell Investment Management
Alabama
$2.39M
DBIA
825
Dumont & Blake Investment Advisors
New Jersey
$2.39M -$23.8K -109 -0.9%

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.