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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
ZB
1076
Zions Bancorporation
Utah
$1.27M +$99.8K +457 +8%
PI
1077
Pettee Investors
Connecticut
$1.27M
EM
1078
Excalibur Management
Massachusetts
$1.27M
CCM
1079
Compton Capital Management
Rhode Island
$1.26M -$26.2K -120 -2%
WEC
1080
Winslow Evans & Crocker
Massachusetts
$1.26M -$16.6K -76 -1%
WCAMG
1081
Woodard & Company Asset Management Group
North Carolina
$1.25M +$104K +478 +8%
CCA
1082
Cobblestone Capital Advisors
New York
$1.25M -$9.83K -45 -0.7%
APA
1083
American Portfolios Advisors
New York
$1.24M -$93K -426 -7%
FAM
1084
Fred Alger Management
New York
$1.24M -$30.8K -141 -2%
RPWA
1085
Regent Peak Wealth Advisors
Georgia
$1.24M +$48.1K +220 +4%
BWL
1086
Bogart Wealth LLC
Virginia
$1.24M +$156K +716 +13%
AAM
1087
Azzad Asset Management
Virginia
$1.24M -$1.96M -8,957 -59%
QT
1088
Quantamental Technologies
New York
$1.24M +$1.33M +6,101 New
BDS
1089
Banco de Sabadell
Florida
$1.23M -$1.91M -8,767 -59%
ADL
1090
Asset Dedication LLC
California
$1.23M -$37.4K -171 -3%
CWP
1091
Capital Wealth Planning
Florida
$1.23M +$18.1K +83 +1%
KCM
1092
Kendall Capital Management
Maryland
$1.22M -$296K -1,355 -18%
ATFA
1093
All Terrain Financial Advisors
Minnesota
$1.22M -$2.4K -11 -0.2%
Carson Wealth (CWM LLC)
1094
Carson Wealth (CWM LLC)
Nebraska
$1.22M
LWAC
1095
Laurel Wealth Advisors (California)
California
$1.22M -$33.2K -152 -2%
PCM
1096
Princeton Capital Management
New Jersey
$1.22M +$35.6K +163 +3%
VFM
1097
Viking Fund Management
North Dakota
$1.22M -$546K -2,500 -29%
EGM
1098
Engineers Gate Manager
New York
$1.21M +$1.3M +5,947 New
OPS
1099
Orion Portfolio Solutions
Nebraska
$1.2M +$161K +739 +14%
QCMC
1100
Quantum Capital Management (California)
California
$1.2M -$259K -1,186 -17%

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.