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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
SCM
1526
SOL Capital Management
Maryland
$452K
SRC
1527
Sage Rhino Capital
California
$451K -$5.02K -23 -1%
DFG
1528
DWM Financial Group
Illinois
$451K +$486K +2,225 New
GLR
1529
Great Lakes Retirement
Ohio
$446K -$133K -609 -21%
WA
1530
Wealth Architects
California
$446K +$10.3K +47 +2%
EWM
1531
Elite Wealth Management
Washington
$446K +$131K +600 +38%
PAS
1532
Partnervest Advisory Services
California
$445K +$106K +485 +28%
FANJ
1533
Financial Architects (New Jersey)
New Jersey
$444K -$3.28K -15 -0.7%
QIM
1534
Quest Investment Management
Oregon
$444K
HCM
1535
HMS Capital Management
Tennessee
$443K -$612K -2,803 -56%
AWC
1536
Abundance Wealth Counselors
Pennsylvania
$441K +$199K +910 +72%
GI
1537
Glovista Investments
New Jersey
$439K +$273K +1,249 +136%
TFA
1538
Teamwork Financial Advisors
Texas
$439K +$474K +2,168 New
ITIM
1539
Indiana Trust & Investment Management
Indiana
$432K -$15.3K -70 -3%
BBA
1540
Braun-Bostich & Associates
Pennsylvania
$431K -$45.4K -208 -9%
AIM
1541
Alhambra Investment Management
Florida
$430K -$76.4K -350 -14%
EWG
1542
Executive Wealth Group
Washington
$429K
MG
1543
Mather Group
Illinois
$429K +$95.5K +437 +26%
FEM
1544
Fulcrum Equity Management
Texas
$428K -$119K -545 -21%
SIM
1545
SSI Investment Management
California
$427K -$5.9K -27 -1%
LA
1546
LexAurum Advisors
Kansas
$427K +$227K +1,038 +97%
FCFC
1547
First Citizens Financial Corp
Iowa
$426K -$8.96K -41 -2%
GKWIM
1548
Gerber Kawasaki Wealth & Investment Management
California
$426K +$53.1K +243 +13%
IFS
1549
Ifrah Financial Services
Arkansas
$424K +$437 +2 +0.1%
DIM
1550
DC Investments Management
Virginia
$424K +$49.8K +228 +12%

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.