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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
GBBWRPM
1551
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$423K +$14K +64 +3%
RWML
1552
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$422K +$8.3K +38 +2%
PP
1553
PagnatoKarp Partners
Virginia
$421K -$4.8K -22 -1%
WWM
1554
Western Wealth Management
Colorado
$420K +$100K +460 +28%
EWF
1555
Epstein & White Financial
California
$419K -$206K -943 -31%
EW
1556
Evoke Wealth
California
$419K -$164K -753 -27%
KF
1557
Krilogy Financial
Missouri
$417K -$17K -78 -4%
SMH
1558
Sanders Morris Harris
Texas
$416K -$2.94M -13,475 -87%
RGIA
1559
Rainier Group Investment Advisory
Washington
$416K +$31.9K +146 +8%
CM
1560
Columbus Macro
Pennsylvania
$415K -$27.7K -127 -6%
CT
1561
Columbia Trust
Oregon
$415K +$5.68K +26 +1%
EWM
1562
Evermay Wealth Management
Virginia
$413K
FCB
1563
First Command Bank
Texas
$412K
FCFS
1564
First Command Financial Services
Texas
$412K
IAMOG
1565
Investors Asset Management of Georgia
Georgia
$412K
ACWM
1566
Adams Chetwood Wealth Management
North Carolina
$411K +$437 +2 +0.1%
AOWM
1567
Alpha Omega Wealth Management
Virginia
$410K
APW
1568
Acima Private Wealth
Virginia
$408K
PFBT
1569
Parkside Financial Bank & Trust
Missouri
$408K +$30.8K +141 +8%
LWM
1570
Lyell Wealth Management
California
$407K
SFG
1571
Sunburst Financial Group
Alabama
$407K +$31.9K +146 +8%
CAL
1572
Capital Advisors Ltd
Ohio
$406K +$1.75K +8 +0.4%
WIC
1573
Woodmont Investment Counsel
Tennessee
$405K +$130K +593 +42%
CAG
1574
Csenge Advisory Group
Florida
$404K -$50.7K -232 -10%
HI
1575
Hudock Inc
Pennsylvania
$404K -$4.37K -20 -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.