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
SJIM
1051
St. Johns Investment Management
Florida
$1.36M -$4.59K -21 -0.3%
SAM
1052
Seelaus Asset Management
New Jersey
$1.36M -$7.21K -33 -0.5%
SAM
1053
S.A. Mason
Michigan
$1.36M -$69.7K -319 -5%
EH
1054
Equitable Holdings
New York
$1.36M +$46.5K +213 +3%
AIM
1055
Aspen Investment Management
Michigan
$1.35M -$86.3K -395 -6%
BFC
1056
Blue Fin Capital
Rhode Island
$1.35M -$55.7K -255 -4%
HH
1057
Hilltop Holdings
Texas
$1.35M +$448K +2,049 +45%
SEC
1058
Seven Eight Capital
New York
$1.34M +$1.44M +6,600 New
NIM
1059
Northeast Investment Management
Massachusetts
$1.34M +$5.24K +24 +0.4%
MJRIC
1060
Mogy Joel R Investment Counsel
California
$1.33M -$16.2K -74 -1%
SS
1061
Sunbelt Securities
Texas
$1.33M -$898K -4,110 -39%
PGAM
1062
Princeton Global Asset Management
New Jersey
$1.32M +$107K +491 +8%
MPIA
1063
Mountain Pacific Investment Advisers
Idaho
$1.32M +$623K +2,851 +78%
MWM
1064
Minot Wealth Management
Massachusetts
$1.32M +$1.42M +6,515 New
RWA
1065
Ropes Wealth Advisors
Massachusetts
$1.31M +$31.2K +143 +2%
CHAM
1066
Clear Harbor Asset Management
Connecticut
$1.31M +$13.1K +60 +0.9%
PIMJS
1067
PKO Investment Management Joint-Stock
Poland
$1.3M
JWCA
1068
J.W. Coons Advisors
Ohio
$1.3M +$1.41M +6,452 New
Lido Advisors
1069
Lido Advisors
California
$1.3M -$63.1K -289 -4%
SIM
1070
Sonora Investment Management
Arizona
$1.3M +$1.28M +5,838 +1,052%
YWP
1071
YorkBridge Wealth Partners
New York
$1.29M +$2.18K +10 +0.2%
MWM
1072
Mattern Wealth Management
Kansas
$1.29M +$103K +471 +8%
BRG
1073
Bay Rivers Group
Virginia
$1.28M -$16.4K -75 -1%
IAS
1074
Investment Advisory Services
Texas
$1.28M -$43.7K -200 -3%
GI
1075
GAMCO Investors
Connecticut
$1.27M +$15.3K +70 +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.