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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
KCM
1601
Kathmere Capital Management
Pennsylvania
$482K +$470K +1,896 New
RB
1602
Rodgers Brothers
Pennsylvania
$481K
BMC
1603
Benin Management Corp
Connecticut
$480K -$6.19K -25 -1%
1WA
1604
180 Wealth Advisors
Washington
$480K +$743 +3 +0.1%
LOPW
1605
Live Oak Private Wealth
North Carolina
$478K -$1.49K -6 -0.3%
FSA
1606
Fort Sheridan Advisors
Illinois
$478K +$1.49K +6 +0.3%
MIC
1607
Means Investment Company
Maine
$478K +$11.9K +48 +2%
TCPWM
1608
Traverso Chambers Private Wealth Management
California
$477K +$15.1K +61 +3%
TCM
1609
Tuttle Capital Management
Connecticut
$477K +$465K +1,875 New
LWM
1610
Liberty Wealth Management
California
$476K +$38.6K +156 +9%
AW
1611
Alpha Windward
Massachusetts
$476K +$181K +732 +64%
FM
1612
Family Management
New York
$473K -$591K -2,384 -56%
EWA
1613
ERTS Wealth Advisors
Michigan
$473K +$2.73K +11 +0.6%
EH
1614
Employers Holdings
Nevada
$470K -$227K -918 -33%
TFO
1615
Tarbox Family Office
California
$470K -$2.23K -9 -0.5%
CTI
1616
Community Trust & Investment
Kentucky
$470K +$23.3K +94 +5%
BA
1617
Ballast Advisors
Minnesota
$469K
NG
1618
Northstar Group
New York
$468K
GSWM
1619
Golden State Wealth Management
California
$467K -$216K -873 -32%
CCA
1620
Clearwater Capital Advisors
Illinois
$466K
ACM
1621
Aljian Capital Management
Nevada
$466K +$2.48K +10 +0.5%
CBA
1622
Coastal Bridge Advisors
Connecticut
$463K
CAM
1623
Cozad Asset Management
Illinois
$463K
SCM
1624
Spreng Capital Management
Ohio
$462K
LC
1625
Lindbrook Capital
California
$460K +$6.69K +27 +2%

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.