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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
WC
1476
Westhampton Capital
North Carolina
$512K
TI
1477
Tidal Investments
Wisconsin
$512K +$210K +962 +61%
SWA
1478
Sutton Wealth Advisors
Florida
$509K -$4.15K -19 -0.8%
MGWM
1479
Marks Group Wealth Management
Minnesota
$509K -$103K -470 -16%
WC
1480
Weil Company
California
$509K -$22.7K -104 -4%
DMC
1481
Drexel Morgan & Co
Pennsylvania
$509K
IFG
1482
Independent Financial Group
California
$508K +$547K +2,506 New
VEA
1483
Virtus ETF Advisers
New York
$505K -$45.9K -210 -8%
BWP
1484
BSW Wealth Partners
Colorado
$505K +$9.39K +43 +2%
GIA
1485
Guyasuta Investment Advisors
Pennsylvania
$505K +$29.7K +136 +6%
QAM
1486
QCI Asset Management
New York
$503K -$3.28K -15 -0.6%
PL
1487
Plancorp LLC
Missouri
$503K +$65.3K +299 +14%
GC
1488
Garde Capital
Washington
$496K
BOS
1489
Bingham Osborn & Scarborough
California
$495K +$6.12K +28 +1%
JGGDR
1490
JGP Global Gestao de Recursos
Brazil
$493K +$260K +1,192 +96%
BIA
1491
Barry Investment Advisors
Massachusetts
$491K +$2.18K +10 +0.4%
CAMG
1492
CWA Asset Management Group
Florida
$489K +$37.4K +171 +8%
SC
1493
SRB Corp
Massachusetts
$488K +$21.4K +98 +4%
ACM
1494
Alethea Capital Management
Washington
$487K -$697K -3,191 -57%
SFWA
1495
Summit Financial Wealth Advisors
Louisiana
$487K -$8.3K -38 -2%
ACM
1496
Anfield Capital Management
California
$484K +$48.3K +221 +10%
PWM
1497
Perigon Wealth Management
California
$484K +$164K +751 +51%
WFA
1498
Wellspring Financial Advisors
Ohio
$483K +$520K +2,381 New
BW
1499
Bison Wealth
Georgia
$480K -$53.3K -244 -9%
SMC
1500
Smith, Moore & Co
Missouri
$480K -$6.99K -32 -1%

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.