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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
CHP
1251
Cable Hill Partners
Oregon
$849K +$350K +1,603 +62%
WTB
1252
Washington Trust Bank
Washington
$844K -$159K -727 -15%
HR
1253
Howe & Rusling
New York
$841K -$7.71M -35,294 -89%
PWMAG
1254
Pinnacle Wealth Management Advisory Group
New Jersey
$841K -$74K -339 -8%
BWCS
1255
Beirne Wealth Consulting Services
Connecticut
$839K -$366K -1,676 -29%
TAM
1256
Taurus Asset Management
New York
$839K -$32.8K -150 -3%
VCAM
1257
Van Cleef Asset Management
Ohio
$837K
SHWM
1258
Silicon Hills Wealth Management
Texas
$836K +$900K +4,120 +82,400%
CDH
1259
Charles D. Hyman
$834K -$54.6K -250 -6%
ACM
1260
Ativo Capital Management
Illinois
$832K -$271K -1,240 -23%
GSBTD
1261
Glenview State Bank Trust Department
Illinois
$825K -$5.46K -25 -0.6%
WI
1262
WrapManager Inc
California
$820K +$237K +1,086 +37%
LMAM
1263
Legg Mason Asset Management
Japan
$816K -$280K -1,281 -24%
BFA
1264
Beaumont Financial Advisors
Massachusetts
$816K -$9.61K -44 -1%
BCM
1265
Bourgeon Capital Management
Connecticut
$815K -$22.5K -103 -2%
FAIM
1266
Financial Advocates Investment Management
Washington
$814K -$30.8K -141 -3%
RM
1267
Resource Management
Louisiana
$813K +$6.12K +28 +0.7%
FBFS
1268
First Business Financial Services
Wisconsin
$811K -$15.3K -70 -2%
CWAG
1269
Compton Wealth Advisory Group
Virginia
$810K -$106K -486 -11%
CCM
1270
Cohen Capital Management
California
$810K +$1.75K +8 +0.2%
CCM
1271
Check Capital Management
California
$807K -$111K -507 -11%
RA
1272
Riverstone Advisors
Texas
$804K
JCM
1273
Jag Capital Management
Missouri
$799K -$180K -824 -17%
BCP
1274
Berkeley Capital Partners
Georgia
$799K +$861K +3,942 New
APG
1275
Abacus Planning Group
South Carolina
$798K +$1.31K +6 +0.2%

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.