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
LCOV
1151
London Company of Virginia
Virginia
$1.1M +$852K +3,900 +257%
LOAME
1152
Lombard Odier Asset Management (Europe)
United Kingdom
$1.09M -$317K -1,451 -21%
WBC
1153
West Branch Capital
Massachusetts
$1.09M -$71.6K -328 -6%
CHJWM
1154
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M +$10.9K +50 +1%
JFA
1155
Johanson Financial Advisors
California
$1.08M -$265M -1,211,441 -100%
BLAM
1156
Bourne Lent Asset Management
New York
$1.08M +$32.8K +150 +3%
APP
1157
Avantax Planning Partners
Iowa
$1.08M +$164K +749 +16%
MCM
1158
Manchester Capital Management
Vermont
$1.08M
PGWM
1159
Parisi Gray Wealth Management
New Jersey
$1.08M -$4.37K -20 -0.4%
PIG
1160
Pantheon Investment Group
California
$1.07M -$91.1K -417 -7%
OFG
1161
Oxford Financial Group
Indiana
$1.06M +$1.14M +5,230 New
LC
1162
LCNB Corp
Ohio
$1.06M +$134K +615 +13%
BMO
1163
Beck Mack & Oliver
New York
$1.05M -$39.3K -180 -3%
BS
1164
Boenning & Scattergood
Pennsylvania
$1.05M +$27.3K +125 +2%
AAM
1165
Auxier Asset Management
Oregon
$1.05M -$218K -1,000 -16%
HCMNY
1166
Howard Capital Management (New York)
New York
$1.04M -$218K -1,000 -16%
HIC
1167
Holderness Investments Company
North Carolina
$1.04M -$87.4K -400 -7%
WHG
1168
Westwood Holdings Group
Texas
$1.04M -$225K -1,030 -17%
WIP
1169
Wellesley Investment Partners
Massachusetts
$1.04M -$196K -898 -15%
PFSC
1170
Peoples Financial Services Corp
Pennsylvania
$1.04M +$10.9K +50 +1%
PTP
1171
Platform Technology Partners
New York
$1.03M +$298K +1,364 +36%
MIM
1172
Miller Investment Management
Pennsylvania
$1.03M
HKAM
1173
Horizon Kinetics Asset Management
New York
$1.02M +$67.7K +310 +7%
AFWM
1174
AMJ Financial Wealth Management
Virginia
$1.02M +$1.1M +5,017 New
WP
1175
WealthPLAN Partners
Nebraska
$1.02M -$9.17K -42 -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.