We are live on ! Find out more

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
RCM
901
RB Capital Management
Nevada
$1.97M +$133K +611 +7%
LTI
902
Laffer Tengler Investments
Tennessee
$1.97M +$160K +731 +8%
BS
903
Banco Santander
Spain
$1.96M +$198K +907 +10%
B
904
Bailard
California
$1.96M +$55.9K +256 +3%
S
905
SimplyRich
California
$1.96M -$45K -206 -2%
FPB
906
First PREMIER Bank
South Dakota
$1.96M +$5.68K +26 +0.3%
CP
907
Camelot Portfolios
Ohio
$1.95M +$1.09K +5 +0.1%
TU
908
TDAM USA
Ontario, Canada
$1.94M +$80.4K +368 +4%
WAM
909
Wealthspire Advisors (Maryland)
Maryland
$1.93M -$34.9K -160 -2%
IWC
910
Integrated Wealth Concepts
Massachusetts
$1.93M +$1.39M +6,369 +203%
SNT
911
Security National Trust
West Virginia
$1.93M -$139K -635 -6%
WOC
912
West Oak Capital
California
$1.91M +$20.5K +94 +1%
BJL
913
Brighton Jones LLC
Washington
$1.91M +$31K +142 +2%
HCM
914
Hudson Capital Management
New Jersey
$1.91M -$116K -529 -5%
B
915
Brightworth
Georgia
$1.91M +$1.45M +6,616 +235%
MCM
916
Murphy Capital Management
New Jersey
$1.91M -$25.8K -118 -1%
SYBT
917
Stock Yards Bank & Trust
Kentucky
$1.9M +$43.7K +200 +2%
TCBWMS
918
Texas Capital Bank Wealth Management Services
Texas
$1.9M -$81.3K -372 -4%
DAS
919
Dynamic Advisor Solutions
Arizona
$1.89M +$951K +4,354 +88%
LOAMS
920
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M -$536K -2,456 -21%
SFA
921
Sequoia Financial Advisors
Ohio
$1.88M +$308K +1,412 +18%
FDS
922
Freedom Day Solutions
Texas
$1.88M +$296K +1,356 +17%
MF
923
Manchester Financial
California
$1.86M -$17.9K -82 -0.9%
JSL
924
JT Stratford LLC
Georgia
$1.85M -$148K -678 -7%
CL
925
CPWM LLC
Washington
$1.85M +$192K +881 +11%

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.