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2,128 hedge funds and large institutions have $113B invested in Amgen in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 855 increasing their positions, 798 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 85

13% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.03B

6% more capital invested

Capital invested by funds: $107B → $113B (+$6.51B)

5% more funds holding in top 10

Funds holding in top 10: 106111 (+5)

2% more funds holding

Funds holding: 2,0912,128 (+37)

7% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 798

0.77% less ownership

Funds ownership: 76.94%76.17% (-0.77%)

Holders
2,128
Holders Change
+37
Holders Change %
+1.77%
% of All Funds
42.93%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
2.24%
New
139
Increased
855
Reduced
798
Closed
85
Calls
$1.16B
Puts
$1.03B
Net Calls
+$129M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
1101
Equitable Trust
Tennessee
$1.5M +$5.95K +24 +0.4%
MCM
1102
MV Capital Management
Maryland
$1.5M +$174K +702 +14%
SC
1103
Sepio Capital
Utah
$1.48M -$18.6K -75 -1%
RCA
1104
Ranch Capital Advisors
Florida
$1.47M -$1.73K -7 -0.1%
JFA
1105
Johanson Financial Advisors
California
$1.47M +$70.9K +286 +5%
W
1106
Wealthquest
Ohio
$1.46M -$5.2K -21 -0.4%
CAM
1107
Carret Asset Management
New York
$1.46M
HFA
1108
Hoover Financial Advisors
Pennsylvania
$1.46M +$18.6K +75 +1%
VPIM
1109
Vanguard Personalized Indexing Management
California
$1.46M +$447K +1,806 +46%
BCM
1110
Brookstone Capital Management
Illinois
$1.45M +$336K +1,356 +31%
Marshall Wace
1111
Marshall Wace
United Kingdom
$1.45M -$16.3M -65,905 -92%
AWM
1112
Aevitas Wealth Management
Massachusetts
$1.44M +$3.22K +13 +0.2%
RFN
1113
RDA Financial Network
Iowa
$1.44M +$98.1K +396 +7%
LOIM
1114
Liberty One Investment Management
Illinois
$1.43M -$19.8K -80 -1%
AWM
1115
Altavista Wealth Management
North Carolina
$1.43M -$4.21K -17 -0.3%
PCM
1116
Princeton Capital Management
New Jersey
$1.41M +$103K +415 +8%
PL
1117
Perpetual Ltd
Australia
$1.41M
MC
1118
Martin & Co
Tennessee
$1.41M -$22.3K -90 -2%
DL
1119
DOHJ LLC
Washington
$1.41M +$29.2K +118 +2%
HH
1120
Hilltop Holdings
Texas
$1.4M -$54.3K -219 -4%
SS
1121
Sunbelt Securities
Texas
$1.38M +$76.3K +308 +6%
BA
1122
Birinyi Associates
Connecticut
$1.38M
SGCA
1123
Steel Grove Capital Advisors
Tennessee
$1.38M -$233K -942 -15%
LG
1124
LaFleur & Godfrey
Michigan
$1.37M +$1.34M +5,399 New
DC
1125
DeDora Capital
California
$1.37M +$9.41K +38 +0.7%

AMGN Hedge Fund Activity: Q3 2020 in Review

2,128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2020, worth a combined $113B — up 6.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new AMGN positions and 85 closed out — a net gain of 54 holders — while 855 added to existing stakes and 798 trimmed.

The largest buyer was State Street, adding an estimated $1.24B. The largest seller was Nordea Investment Management, cutting an estimated $1.24B.

  • 2,128 institutional investors held Amgen (AMGN) as of Q3 2020, up from 2,091 in Q2 2020.
  • Funds reported $113B of Amgen stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 139 funds opened new Amgen positions in Q3 2020 and 85 closed out, a net change of +54 holders.
  • The largest Amgen buyer in Q3 2020 was State Street, an estimated $1.24B added.
  • The largest Amgen seller in Q3 2020 was Nordea Investment Management, an estimated $1.24B sold.

Based on aggregated 13F filings for Q3 2020.