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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
GI
826
GS Investments
Minnesota
$2.38M -$28.2K -129 -1%
WWM
827
Willingdon Wealth Management
North Carolina
$2.38M -$197K -901 -7%
UTC
828
Unified Trust Company
Kentucky
$2.38M +$55.7K +255 +2%
ACA
829
Aptus Capital Advisors
Alabama
$2.37M +$311K +1,426 +14%
OFG
830
OmniStar Financial Group
North Carolina
$2.36M -$102K -466 -4%
AAS
831
Annex Advisory Services
Wisconsin
$2.36M +$223K +1,021 +10%
NDSI
832
Newman Dignan & Sheerar Inc
Rhode Island
$2.35M -$23.6K -108 -1%
CBB
833
Citizens Business Bank
California
$2.35M +$41.9K +192 +2%
CH
834
Canton Hathaway
Rhode Island
$2.35M -$228K -1,044 -8%
IC
835
IEQ Capital
California
$2.34M +$405K +1,854 +19%
CCG
836
Cypress Capital Group
Florida
$2.33M -$60.7K -278 -2%
WDA
837
Wendell David Associates
New Hampshire
$2.33M -$16.6K -76 -0.7%
MCM
838
Mitchell Capital Management
Kansas
$2.32M +$354K +1,621 +17%
BCFS
839
Butensky & Cohen Financial Security
Florida
$2.32M -$34.3K -157 -1%
BL
840
BFSG LLC
California
$2.31M +$5.46K +25 +0.2%
FRA
841
Front Row Advisors
California
$2.31M +$74K +339 +4%
SPC
842
Stewart & Patten Company
California
$2.3M -$109K -500 -4%
AWM
843
Avitas Wealth Management
California
$2.29M -$589K -2,695 -19%
MYLI
844
Meiji Yasuda Life Insurance
Japan
$2.28M -$378K -1,732 -13%
PTC
845
Private Trust Company
Ohio
$2.26M -$2.18K -10 -0.1%
FC
846
Fusion Capital
South Carolina
$2.26M -$94.8K -434 -4%
HIC
847
Hartline Investment Corp
Illinois
$2.25M -$9.17K -42 -0.4%
CBT
848
Capital Bank & Trust
California
$2.24M +$213K +977 +10%
RAM
849
Roanoke Asset Management
New Jersey
$2.21M -$14.2K -65 -0.6%
BFO
850
Boston Family Office
Massachusetts
$2.21M +$65.3K +299 +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.