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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
VCM
1526
Vivaldi Capital Management
Illinois
$569K +$13.6K +55 +2%
EI
1527
Ellevest Inc
New York
$569K +$30K +121 +6%
MCM
1528
McRae Capital Management
New Jersey
$568K
OWA
1529
One Wealth Advisors
California
$566K -$243K -980 -31%
SCM
1530
SOL Capital Management
Maryland
$566K -$743 -3 -0.1%
FANJ
1531
Financial Architects (New Jersey)
New Jersey
$565K
HIM
1532
Hillsdale Investment Management
Ontario, Canada
$564K -$166K -670 -23%
EWM
1533
Elite Wealth Management
Washington
$563K +$3.47K +14 +0.6%
AF
1534
AMG Funds
Connecticut
$561K -$18.6K -75 -3%
OAM
1535
Origin Asset Management
United Kingdom
$559K -$421K -1,700 -44%
CSA
1536
Cottage Street Advisors
Massachusetts
$559K -$99.1K -400 -15%
GKWIM
1537
Gerber Kawasaki Wealth & Investment Management
California
$557K +$23K +93 +4%
PL
1538
Plancorp LLC
Missouri
$556K -$90.4K -365 -14%
EWM
1539
Evermay Wealth Management
Virginia
$555K -$24.8K -100 -4%
RCM
1540
Radnor Capital Management
Pennsylvania
$555K +$47.1K +190 +10%
HCM
1541
Howland Capital Management
Massachusetts
$554K
ACM
1542
Ayrshire Capital Management
Connecticut
$552K +$82.7K +334 +18%
IFG
1543
Independent Financial Group
California
$552K -$125K -505 -19%
PAS
1544
Partnervest Advisory Services
California
$551K +$80.5K +325 +18%
ERIM
1545
Eagle Ridge Investment Management
Connecticut
$548K +$115K +464 +27%
PFGIA
1546
Patriot Financial Group Insurance Agency
Massachusetts
$546K +$13.6K +55 +3%
SFO
1547
Stokes Family Office
Louisiana
$545K -$135K -546 -20%
DAM
1548
Delta Asset Management
Tennessee
$545K
RCAMU
1549
Rothschild & Co Asset Management US
Connecticut
$541K +$42.1K +170 +9%
EWG
1550
Executive Wealth Group
Washington
$538K

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.