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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
WTFG
1501
Wells Trecaso Financial Group
Ohio
$479K +$15.1K +69 +3%
CQS
1502
Credential Qtrade Securities
$476K +$48.3K +221 +10%
Cetera Investment Advisers
1503
Cetera Investment Advisers
Illinois
$475K -$6.99K -32 -1%
CWA
1504
Clarus Wealth Advisors
Arizona
$473K
MOS
1505
MGO One Seven
Ohio
$473K +$125K +570 +32%
BBNA
1506
Bremer Bank National Association
Minnesota
$469K +$29.1K +133 +6%
MPW
1507
MA Private Wealth
California
$468K -$29.5K -135 -6%
EWA
1508
ERTS Wealth Advisors
Michigan
$467K -$99.4K -455 -16%
SFSIG
1509
San Francisco Sentry Investment Group
California
$466K -$69K -316 -12%
NJBEST
1510
New Jersey Better Educational Savings Trust
New Jersey
$466K
NIA
1511
Northstar Investment Advisors
Colorado
$466K +$65.5K +300 +15%
ECAM
1512
East Coast Asset Management
Massachusetts
$465K -$50.2K -230 -9%
PK
1513
Pflug Koory
Nebraska
$465K
MGIA
1514
Moneta Group Investment Advisors
Missouri
$464K -$176K -806 -26%
RCC
1515
Red Cedar Capital
Nebraska
$462K
KMWM
1516
Keudell/Morrison Wealth Management
Oregon
$462K +$51.5K +236 +12%
Assenagon Asset Management
1517
Assenagon Asset Management
Luxembourg
$461K +$497K +2,274 New
EC
1518
Estate Counselors
Wisconsin
$460K +$496K +2,270 New
CFGS
1519
Concourse Financial Group Securities
Alabama
$458K +$493K +2,259 New
1WA
1520
180 Wealth Advisors
Washington
$456K -$8.08K -37 -2%
MIC
1521
Means Investment Company
Maine
$455K +$6.55K +30 +2%
KPCM
1522
Kings Point Capital Management
New York
$455K +$21.8K +100 +5%
DAM
1523
Delta Asset Management
Tennessee
$454K +$44.8K +205 +10%
HCM
1524
Howland Capital Management
Massachusetts
$453K -$114K -521 -19%
MCM
1525
McRae Capital Management
New Jersey
$453K

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.