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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
PT
951
Plimoth Trust
Massachusetts
$1.72M -$31.7K -145 -2%
WI
952
Wintrust Investments
Illinois
$1.72M +$197K +901 +12%
PIM
953
Profit Investment Management
Maryland
$1.71M +$616K +2,819 +50%
RDWM
954
Red Door Wealth Management
Tennessee
$1.71M +$306K +1,401 +20%
AFS
955
Access Financial Services
Minnesota
$1.71M -$26.6K -122 -1%
FBT
956
First Bankers Trust
Kentucky
$1.71M +$137K +625 +8%
BRWA
957
B. Riley Wealth Advisors
Florida
$1.71M +$519K +2,375 +39%
TYCC
958
Texas Yale Capital Corp
Florida
$1.7M
AT
959
Arden Trust
Delaware
$1.7M +$472K +2,160 +35%
MPI
960
Mairs & Power Inc
Minnesota
$1.7M
PIMG
961
Patriot Investment Management Group
Tennessee
$1.69M +$50K +229 +3%
AC
962
Abbrea Capital
California
$1.69M -$10.9K -50 -0.6%
IB
963
Intrust Bank
Kansas
$1.69M +$262K +1,201 +17%
CCG
964
Ceeto Capital Group
Florida
$1.67M -$655K -3,000 -27%
PTB
965
Pioneer Trust Bank
Oregon
$1.67M -$72.1K -330 -4%
JGUA
966
John G. Ullman & Associates
New York
$1.66M
CAM
967
Close Asset Management
United Kingdom
$1.64M
BOH
968
Bank of Hawaii
Hawaii
$1.64M +$224K +1,026 +15%
NCM
969
Narwhal Capital Management
Georgia
$1.64M +$454K +2,078 +35%
Koshinski Asset Management
970
Koshinski Asset Management
Illinois
$1.62M +$176K +804 +11%
CIA
971
Cascade Investment Advisors
Oregon
$1.62M -$59K -270 -3%
BHWM
972
Bar Harbor Wealth Management
New Hampshire
$1.62M -$335K -1,534 -16%
WC
973
Woodstock Corp
Massachusetts
$1.61M
MWM
974
Madison Wealth Management
Ohio
$1.61M -$38.2K -175 -2%
RMCM
975
Reynders McVeigh Capital Management
Massachusetts
$1.61M -$19K -87 -1%

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.