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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
PFGIA
1401
Patriot Financial Group Insurance Agency
Massachusetts
$586K +$43K +197 +7%
GFS
1402
GYL Financial Synergies
Connecticut
$585K +$14.9K +68 +2%
FA
1403
FMA Advisory
Pennsylvania
$584K -$69.9K -320 -10%
CBN
1404
Cadence Bank NA
Texas
$583K +$88.7K +406 +16%
OC
1405
Oarsman Capital
Wisconsin
$582K -$838K -3,838 -57%
NCM
1406
Northside Capital Management
Oregon
$582K
HB
1407
Horizon Bancorp
Indiana
$580K -$220K -1,009 -26%
CT
1408
Cambridge Trust
Massachusetts
$580K -$24.2K -111 -4%
SCCM
1409
Schafer Cullen Capital Management
New York
$580K
PF
1410
Phoenix Financial
Israel
$580K +$640K +2,929 New
DWM
1411
Doyle Wealth Management
Florida
$578K -$437 -2 -0.1%
IAIM
1412
International Assets Investment Management
Florida
$578K +$623K +2,850 New
HHAA
1413
Henry H. Armstrong Associates
Pennsylvania
$576K
CIM
1414
CIM Investment Management
Pennsylvania
$576K +$20.3K +93 +3%
AF
1415
AMG Funds
Connecticut
$575K -$530K -2,425 -46%
AF
1416
Allworth Financial
California
$575K +$123K +563 +25%
EH
1417
Employers Holdings
Nevada
$575K +$272K +1,245 +78%
AL
1418
Aspiriant LLC
California
$570K +$19.9K +91 +3%
AIM
1419
Arcadia Investment Management
Michigan
$569K -$31.7K -145 -5%
FNBTCON
1420
First National Bank & Trust Co of Newtown
Pennsylvania
$569K -$21.8K -100 -3%
ABP
1421
Arthur B. Page
$567K -$55.9K -256 -8%
ACM
1422
Ayrshire Capital Management
Connecticut
$567K +$64.9K +297 +12%
PMFA
1423
Plante Moran Financial Advisors
Michigan
$566K +$24.2K +111 +4%
GEA
1424
Glen Eagle Advisors
New Jersey
$563K -$17.3K -79 -3%
MCWS
1425
McKinley Carter Wealth Services
West Virginia
$560K +$114K +523 +23%

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.