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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
VPIM
1376
Vanguard Personalized Indexing Management
California
$619K +$667K +3,055 New
ATIA
1377
American Trust Investment Advisors
New Hampshire
$618K +$23.6K +108 +4%
HR
1378
Hayden Royal
North Carolina
$617K +$24.2K +111 +4%
KFS
1379
Kurt F. Somerville
$615K +$107K +490 +19%
IIC
1380
Integrated Investment Consultants
Michigan
$613K +$655 +3 +0.1%
EB
1381
Eastern Bank
Massachusetts
$612K -$10.5K -48 -2%
CPSC
1382
Carl P. Sherr & Co
Massachusetts
$610K -$21.8K -100 -3%
ACP
1383
Aveo Capital Partners
Colorado
$610K +$10.7K +49 +2%
NSEDCP
1384
NJ State Employees Deferred Compensation Plan
New Jersey
$608K
AAP
1385
Ardsley Advisory Partners
Connecticut
$608K +$655K +3,000 New
DA
1386
Dillon & Associates
Michigan
$607K
OMC
1387
Old Mission Capital
Illinois
$607K +$654K +2,995 New
ZIC
1388
ZWJ Investment Counsel
Georgia
$604K
PWW
1389
Pettyjohn Wood & White
Virginia
$602K -$14.2K -65 -2%
NIC
1390
Northwest Investment Counselors
Oregon
$601K +$1.75K +8 +0.3%
VC
1391
Veracity Capital
Georgia
$598K -$158K -724 -20%
GRP
1392
Global Retirement Partners
California
$598K +$82.3K +377 +15%
HFA
1393
High Falls Advisors
New York
$596K +$218 +1 +0%
FHC
1394
First Heartland Consultants
Missouri
$594K -$32.8K -150 -5%
CA
1395
Capital Advantage
California
$594K +$25.8K +118 +5%
NFG
1396
Nations Financial Group
Iowa
$593K -$72.3K -331 -10%
WF
1397
WoodTrust Financial
Wisconsin
$592K
SCM
1398
Stonebridge Capital Management
California
$592K +$21.8K +100 +4%
TAM
1399
Trillium Asset Management
Massachusetts
$588K
NCM
1400
Northwest Capital Management
Oregon
$586K

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.