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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
CWM
1576
Connecticut Wealth Management
Connecticut
$510K -$35.2K -142 -7%
T
1577
TOBAM
France
$510K +$497K +2,005 New
AL
1578
Aspiriant LLC
California
$509K +$1.73K +7 +0.3%
LSPW
1579
Lake Street Private Wealth
Illinois
$508K -$2.48K -10 -0.5%
SFWA
1580
Summit Financial Wealth Advisors
Louisiana
$507K
AIP
1581
Ahrens Investment Partners
Louisiana
$505K
MFG
1582
Merit Financial Group
Georgia
$504K +$41.1K +166 +9%
BBNA
1583
Bremer Bank National Association
Minnesota
$503K -$18.1K -73 -4%
IFS
1584
Ifrah Financial Services
Arkansas
$502K -$7.68K -31 -2%
RBFC
1585
Roman Butler Fullerton & Co
Missouri
$502K +$2.23K +9 +0.5%
CST
1586
Charles Schwab Trust
Nevada
$502K +$18.6K +75 +4%
TSW
1587
Thompson Siegel & Walmsley
Virginia
$499K -$2.43M -9,800 -83%
BHIA
1588
Birch Hill Investment Advisors
Massachusetts
$499K
FFN
1589
Focus Financial Network
Minnesota
$499K +$11.4K +46 +2%
ICM
1590
IMS Capital Management
Oregon
$497K
ECAM
1591
East Coast Asset Management
Massachusetts
$496K
TAM
1592
Townsend Asset Management
North Carolina
$494K -$5.45K -22 -1%
Members Trust
1593
Members Trust
Florida
$494K +$20.8K +84 +5%
PLFAM
1594
Pineno Levin & Ford Asset Management
Virginia
$492K
FBT
1595
First Bank & Trust
South Dakota
$492K +$1.24K +5 +0.3%
FIM
1596
Fruth Investment Management
Texas
$490K
CS
1597
Cannell & Spears
New York
$490K +$478K +1,929 New
FWP
1598
FAS Wealth Partners
Kansas
$487K +$52.3K +211 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1599
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$486K +$114K +461 +32%
BCM
1600
BTR Capital Management
California
$485K

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.