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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
PWA
1351
Providence Wealth Advisors
Illinois
$659K +$16.4K +75 +2%
ARMT
1352
Amica Retiree Medical Trust
Rhode Island
$657K
FCCM
1353
First City Capital Management
Georgia
$656K +$24K +110 +4%
WA
1354
WealthTrust Axiom
Pennsylvania
$654K -$32.5K -149 -4%
WPA
1355
West Paces Advisors
Georgia
$653K -$49.8K -228 -7%
CWM
1356
Circle Wealth Management
New Jersey
$650K +$12.9K +59 +2%
TAIM
1357
TD Ameritrade Investment Management
Nebraska
$648K +$613K +2,805 +714%
DI
1358
Diligent Investors
California
$647K -$64.7K -296 -8%
FSA
1359
Franklin Street Advisors
North Carolina
$644K -$40.2K -184 -5%
LA
1360
Legacy Advisors
Pennsylvania
$643K -$54.8K -251 -7%
RPC
1361
Rossmore Private Capital
Connecticut
$643K -$11.4K -52 -2%
EIP
1362
Ellis Investment Partners
Pennsylvania
$636K +$218 +1 +0%
1SB
1363
1ST Source Bank
Indiana
$632K -$69.2K -317 -9%
HMS
1364
Hanseatic Management Services
New Mexico
$631K +$680K +3,114 New
CCMD
1365
Cypress Capital Management (Delaware)
Delaware
$630K -$10.9K -50 -2%
SMFS
1366
Squar Milner Financial Services
California
$629K +$41.5K +190 +7%
EGA
1367
E&G Advisors
Texas
$628K +$21.8K +100 +3%
NCM
1368
Nelson Capital Management
California
$628K +$87.4K +400 +15%
CAM
1369
Covenant Asset Management
New Jersey
$627K +$115K +526 +20%
TF
1370
TLWM Financial
Texas
$626K +$4.37K +20 +0.6%
BAM
1371
Barrett Asset Management
New York
$625K -$93.5K -428 -12%
H
1372
HoyleCohen
California
$624K -$16.4K -75 -2%
BG
1373
Berry Group
Massachusetts
$622K -$29.9K -137 -4%
FIM
1374
Frontier Investment Management
Texas
$620K -$685K -3,138 -51%
KFA
1375
Kelleher Financial Advisors
New York
$619K +$49.4K +226 +8%

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.