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2,128 hedge funds and large institutions have $113B invested in Amgen in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 855 increasing their positions, 798 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 85

13% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.03B

6% more capital invested

Capital invested by funds: $107B → $113B (+$6.51B)

5% more funds holding in top 10

Funds holding in top 10: 106111 (+5)

2% more funds holding

Funds holding: 2,0912,128 (+37)

7% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 798

0.77% less ownership

Funds ownership: 76.94%76.17% (-0.77%)

Holders
2,128
Holders Change
+37
Holders Change %
+1.77%
% of All Funds
42.93%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
2.24%
New
139
Increased
855
Reduced
798
Closed
85
Calls
$1.16B
Puts
$1.03B
Net Calls
+$129M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1501
Sterling Investment Management
Arizona
$597K +$582K +2,350 New
RIA
1502
Realta Investment Advisors
Delaware
$596K +$154K +622 +36%
EC
1503
Estate Counselors
Wisconsin
$595K +$2.48K +10 +0.4%
AIM
1504
Alhambra Investment Management
Florida
$593K +$8.42K +34 +1%
SRC
1505
Sage Rhino Capital
California
$590K -$495 -2 -0.1%
CAMG
1506
CWA Asset Management Group
Florida
$589K +$19.8K +80 +4%
MPW
1507
MA Private Wealth
California
$588K +$248 +1 +0%
WA
1508
Wealth Architects
California
$587K +$38.4K +155 +7%
NJBEST
1509
New Jersey Better Educational Savings Trust
New Jersey
$585K
JGGDR
1510
JGP Global Gestao de Recursos
Brazil
$583K -$34.2K -138 -6%
PK
1511
Pflug Koory
Nebraska
$583K
WIC
1512
Woodmont Investment Counsel
Tennessee
$583K +$12.4K +50 +2%
AW
1513
ACG Wealth
Georgia
$582K -$10.7K -43 -2%
CWA
1514
Clarus Wealth Advisors
Arizona
$582K
FCA
1515
FLC Capital Advisors
California
$582K
BW
1516
Bison Wealth
Georgia
$580K
CFMC
1517
Curbstone Financial Management Corp
New Hampshire
$579K -$47.1K -190 -8%
RCC
1518
Red Cedar Capital
Nebraska
$578K
PFBT
1519
Parkside Financial Bank & Trust
Missouri
$577K +$248 +1 +0%
MIA
1520
MainStreet Investment Advisors
Illinois
$576K -$479K -1,934 -46%
RI
1521
Ridgewood Investments
New Jersey
$575K -$59.7K -241 -10%
Cetera Investment Advisers
1522
Cetera Investment Advisers
Illinois
$574K -$9.66K -39 -2%
RGIA
1523
Rainier Group Investment Advisory
Washington
$573K +$60.2K +243 +12%
AOWM
1524
Alpha Omega Wealth Management
Virginia
$572K +$56K +226 +11%
PCM
1525
Perritt Capital Management
Illinois
$570K -$27K -109 -5%

AMGN Hedge Fund Activity: Q3 2020 in Review

2,128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2020, worth a combined $113B — up 6.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new AMGN positions and 85 closed out — a net gain of 54 holders — while 855 added to existing stakes and 798 trimmed.

The largest buyer was State Street, adding an estimated $1.24B. The largest seller was Nordea Investment Management, cutting an estimated $1.24B.

  • 2,128 institutional investors held Amgen (AMGN) as of Q3 2020, up from 2,091 in Q2 2020.
  • Funds reported $113B of Amgen stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 139 funds opened new Amgen positions in Q3 2020 and 85 closed out, a net change of +54 holders.
  • The largest Amgen buyer in Q3 2020 was State Street, an estimated $1.24B added.
  • The largest Amgen seller in Q3 2020 was Nordea Investment Management, an estimated $1.24B sold.

Based on aggregated 13F filings for Q3 2020.