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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
NB
1226
NBT Bank
New York
$892K -$874 -4 -0.1%
AC
1227
Alexandria Capital
Virginia
$890K -$16.4K -75 -2%
SG
1228
StoneX Group
New York
$889K -$15.7K -72 -2%
HT
1229
Heritage Trust
Oklahoma
$889K +$205K +937 +27%
MMHP
1230
Murphy Middleton Hinkle & Parker
Georgia
$888K
WSC
1231
Wellington Shields & Co
New York
$886K +$437 +2 +0%
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$884K +$12.9K +59 +1%
LFAS
1233
Level Four Advisory Services
Texas
$883K +$31K +142 +3%
SFSG
1234
Stearns Financial Services Group
North Carolina
$882K -$123K -563 -11%
HWM
1235
Hohimer Wealth Management
Washington
$881K -$428K -1,959 -35%
RBFC
1236
Roman Butler Fullerton & Co
Missouri
$881K -$261K -1,196 -22%
MBTD
1237
Mechanics Bank - Trust Department
California
$880K +$54.6K +250 +6%
HFM
1238
Harvest Fund Management
China
$875K -$54K -247 -5%
MRCM
1239
M&R Capital Management
New Jersey
$874K +$93.9K +430 +11%
SIA
1240
Strategic Investment Advisors
Michigan
$871K +$131K +598 +16%
ACA
1241
Anchor Capital Advisors
Massachusetts
$869K
DI
1242
DAGCO Inc
Ohio
$867K -$52.4K -240 -5%
BMC
1243
Beaton Management Company
Massachusetts
$866K -$21.8K -100 -2%
AF
1244
Aldebaran Financial
$866K +$655 +3 +0.1%
TAM
1245
Tealwood Asset Management
Minnesota
$866K +$933K +4,273 New
RWM
1246
Ritholtz Wealth Management
New York
$864K +$104K +478 +13%
CEP
1247
Chicago Equity Partners
Illinois
$862K +$141K +645 +18%
CWM
1248
Calamos Wealth Management
Illinois
$859K +$123K +563 +15%
BCA
1249
Bay Colony Advisors
Massachusetts
$857K +$31.9K +146 +4%
DP
1250
Dearborn Partners
Illinois
$854K -$123K -565 -12%

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.