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
HCM
1326
Hollencrest Capital Management
California
$693K
ODCM
1327
Old Dominion Capital Management
Virginia
$693K
CPA
1328
Court Place Advisors
Maryland
$691K -$24K -110 -3%
OFS
1329
OneAscent Financial Services
Alabama
$684K -$122K -557 -14%
PWPS
1330
Pinnacle Wealth Planning Services
Ohio
$683K +$242K +1,108 +49%
SCA
1331
Snowden Capital Advisors
New York
$683K -$7.43K -34 -1%
VAM
1332
Verity Asset Management
North Carolina
$681K +$28.6K +131 +4%
JIC
1333
Joel Isaacson & Co
New York
$679K +$5.68K +26 +0.8%
TCWM
1334
Total Clarity Wealth Management
Illinois
$679K +$30.6K +140 +4%
IA
1335
Independence Advisors
Pennsylvania
$677K
BSB
1336
Bangor Savings Bank
Maine
$670K -$11.6K -53 -2%
VIM
1337
Vista Investment Management
Pennsylvania
$667K -$5.68K -26 -0.8%
CCM
1338
Community Capital Management
Florida
$666K
VWA
1339
V Wealth Advisors
Kansas
$666K +$190K +871 +36%
ECM
1340
Evergreen Capital Management
Washington
$664K -$159K -727 -18%
FCA
1341
FinTrust Capital Advisors
South Carolina
$664K -$49.4K -226 -6%
CT
1342
Chicago Trust
Illinois
$664K -$15.3K -70 -2%
PP
1343
Patten & Patten
Tennessee
$663K -$72.5K -332 -9%
IP
1344
Intellectus Partners
California
$662K -$27.5K -126 -4%
VCM
1345
Vigilant Capital Management
Maine
$661K -$34.9K -160 -5%
HIM
1346
Hillsdale Investment Management
Ontario, Canada
$661K -$2.18K -10 -0.3%
ACM
1347
Argent Capital Management
Missouri
$661K +$218 +1 +0%
AMC
1348
Asset Management Corp
Illinois
$660K +$122K +558 +21%
AIM
1349
Avity Investment Management
Connecticut
$659K -$54.6K -250 -7%
SOAMC
1350
Spirit of America Management Corp
New York
$659K

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.