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
OFS
1426
Orrstown Financial Services
Pennsylvania
$560K +$176K +806 +41%
EDRIA
1427
Edmonds Duncan Registered Investment Advisors
Kansas
$558K
IFG
1428
Investors Financial Group
Minnesota
$558K +$10.3K +47 +2%
ICM
1429
IMS Capital Management
Oregon
$557K -$313K -1,435 -34%
ACM
1430
AlphaStar Capital Management
North Carolina
$553K -$545K -2,494 -51%
FAM
1431
Formidable Asset Management
Ohio
$553K -$76.4K -350 -11%
SBA
1432
Secrest Blakey & Associates
North Carolina
$551K -$1.31K -6 -0.2%
SW
1433
SlateStone Wealth
Florida
$551K +$655 +3 +0.1%
SAM
1434
Strategy Asset Managers
California
$551K +$355K +1,623 +148%
FNC
1435
First National Corp
Massachusetts
$550K +$73.8K +338 +20%
FNBOH
1436
First National Bank of Hutchinson
Kansas
$548K +$13.3K +61 +2%
GBT
1437
Grove Bank & Trust
Florida
$546K -$2.62K -12 -0.4%
EWA
1438
Exencial Wealth Advisors
Oklahoma
$545K +$23.6K +108 +4%
ACM
1439
Armbruster Capital Management
New York
$543K -$109K -500 -16%
MIM
1440
Moseley Investment Management
Florida
$542K +$58.8K +269 +11%
CFMC
1441
Curbstone Financial Management Corp
New Hampshire
$541K
KA
1442
Kovack Advisors
Florida
$541K +$582K +2,666 New
TMAM
1443
Tokio Marine Asset Management
Japan
$540K +$115K +527 +25%
CSA
1444
Cottage Street Advisors
Massachusetts
$538K
WR
1445
Watson Rebecca
$537K -$54.6K -250 -10%
AIC
1446
Ameritas Investment Company
Nebraska
$537K +$411K +1,880 +250%
BFO
1447
Biltmore Family Office
North Carolina
$536K -$16.8K -77 -3%
PBC
1448
Pavion Blue Capital
California
$536K +$284K +1,298 +97%
BPGAM
1449
BTG Pactual Global Asset Management
Bermuda
$535K +$576K +2,637 New
BWM
1450
BerganKDV Wealth Management
Minnesota
$534K +$64.2K +294 +13%

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.