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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
LOIM
1126
Liberty One Investment Management
Illinois
$1.15M +$1.75K +8 +0.1%
HFA
1127
Hoover Financial Advisors
Pennsylvania
$1.15M
FFS
1128
Founders Financial Securities
Maryland
$1.15M +$29.9K +137 +2%
HWA
1129
HCR Wealth Advisors
California
$1.15M -$87.2K -399 -7%
MC
1130
Martin & Co
Tennessee
$1.15M +$17.9K +82 +1%
AWM
1131
Aevitas Wealth Management
Massachusetts
$1.15M -$21.8K -100 -2%
AWM
1132
Altavista Wealth Management
North Carolina
$1.14M -$10.3K -47 -0.8%
BCM
1133
Breiter Capital Management
Florida
$1.14M -$69.9K -320 -5%
CFG
1134
Cooper Financial Group
California
$1.14M +$98.9K +453 +9%
GC
1135
Gratus Capital
Georgia
$1.14M -$30.1K -138 -2%
BIA
1136
Biondo Investment Advisors
Pennsylvania
$1.14M -$8.08K -37 -0.7%
HI
1137
Horizon Investments
North Carolina
$1.14M +$30.1K +138 +3%
BAM
1138
Belpointe Asset Management
Nevada
$1.13M -$460K -2,105 -27%
VAS
1139
Vestmark Advisory Solutions
Massachusetts
$1.13M +$1.22M +5,568 New
VLKIM
1140
Van Lanschot Kempen Investment Management
Netherlands
$1.12M +$12.2K +56 +1%
PFO
1141
Pathstone Family Office
New Jersey
$1.12M +$190K +871 +19%
TCOK
1142
Trust Company of Kansas
Kansas
$1.12M
PAMG
1143
Patton Albertson Miller Group
Tennessee
$1.11M -$9.17K -42 -0.8%
BP
1144
Ballentine Partners
Massachusetts
$1.11M +$874 +4 +0.1%
EWM
1145
Empirical Wealth Management
Washington
$1.11M +$16.2K +74 +1%
BPA
1146
Beacon Pointe Advisors
California
$1.11M +$292K +1,335 +32%
CGL
1147
Clarius Group LLC
Washington
$1.1M -$35.4K -162 -3%
SLG
1148
Stanley-Laman Group
Pennsylvania
$1.1M +$243K +1,113 +26%
HFA
1149
Huber Financial Advisors
Illinois
$1.1M +$4.15K +19 +0.4%
TIA
1150
Trust Investment Advisors
Indiana
$1.1M +$1.75K +8 +0.1%

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.