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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
MA
1301
Montag & Associates
Georgia
$920K +$28.5K +115 +3%
DAM
1302
Doheny Asset Management
California
$914K -$49.5K -200 -5%
FP
1303
Financial Perspectives
Minnesota
$913K +$248 +1 +0%
MCM
1304
Manchester Capital Management
Vermont
$912K -$428K -1,726 -32%
WAM
1305
Weatherly Asset Management
California
$911K
WPC
1306
Waters Parkerson & Co
Louisiana
$906K +$2.97K +12 +0.3%
CAG
1307
Csenge Advisory Group
Florida
$905K -$18.1K -73 -2%
PWPS
1308
Pinnacle Wealth Planning Services
Ohio
$901K +$26.5K +107 +3%
EAM
1309
Exane Asset Management
France
$896K
CI
1310
Cavalier Investments
Georgia
$895K -$503K -2,029 -37%
BSB
1311
Bangor Savings Bank
Maine
$895K +$85.7K +346 +11%
SLT
1312
St Louis Trust
Missouri
$890K
WIC
1313
Wilkins Investment Counsel
Massachusetts
$890K
ISWM
1314
Independent Solutions Wealth Management
New York
$888K -$156K -631 -15%
TCWM
1315
Total Clarity Wealth Management
Illinois
$887K +$27.3K +110 +3%
NFG
1316
Nations Financial Group
Iowa
$887K +$94.6K +382 +12%
JIC
1317
Joel Isaacson & Co
New York
$886K +$22.5K +91 +3%
AIM
1318
Arcadia Investment Management
Michigan
$882K +$14.9K +60 +2%
GCA
1319
Genesee Capital Advisors
New York
$881K +$6.69K +27 +0.8%
WWM
1320
Windsor Wealth Management
Indiana
$880K +$39.1K +158 +4%
SAM
1321
Strategy Asset Managers
California
$874K +$37.7K +152 +5%
CWP
1322
CFM Wealth Partners
Texas
$870K -$84.5K -341 -9%
CT
1323
Chicago Trust
Illinois
$870K +$12.1K +49 +1%
ODCM
1324
Old Dominion Capital Management
Virginia
$869K
JAM
1325
Jupiter Asset Management
United Kingdom
$867K +$846K +3,415 New

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.