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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
RIS
1626
Retirement Income Solutions
Michigan
$353K -$15.3K -70 -4%
FWP
1627
FAS Wealth Partners
Kansas
$353K +$83.4K +382 +28%
RIA
1628
Realta Investment Advisors
Delaware
$352K -$375K -1,719 -50%
BL
1629
BCWM LLC
Kansas
$352K -$1.53K -7 -0.4%
FAM
1630
Fenimore Asset Management
New York
$352K
SPI
1631
Santori & Peters Inc
Pennsylvania
$352K +$2.84K +13 +0.8%
ACM
1632
Ategra Capital Management
Virginia
$351K +$8.74K +40 +2%
CAM
1633
Cozad Asset Management
Illinois
$349K -$12K -55 -3%
MWM
1634
Merriman Wealth Management
Washington
$349K +$376K +1,720 New
CTI
1635
Community Trust & Investment
Kentucky
$347K
TPA
1636
Trivium Point Advisory
Connecticut
$347K +$51.3K +235 +17%
TCPWM
1637
Traverso Chambers Private Wealth Management
California
$346K +$20.5K +94 +6%
MWM
1638
Modera Wealth Management
New Jersey
$346K +$48.1K +220 +15%
AI
1639
Accredited Investors
Minnesota
$344K -$437 -2 -0.1%
LBA
1640
Lowell Blake & Associates
Massachusetts
$344K
WRM
1641
Weybosset Research & Management
Rhode Island
$343K -$32.8K -150 -8%
Voloridge Investment Management
1642
Voloridge Investment Management
Florida
$341K -$8.31M -38,046 -96%
BCM
1643
BTR Capital Management
California
$341K -$30.6K -140 -8%
CVM
1644
Cheviot Value Management
California
$341K -$22.5K -103 -6%
TIA
1645
Tiemann Investment Advisors
California
$341K +$21.8K +100 +6%
BCWM
1646
Blue Chip Wealth Management
Florida
$341K +$82.1K +376 +29%
KFP
1647
Keystone Financial Planning
Ohio
$340K -$3.65M -16,702 -91%
OCG
1648
Opus Capital Group
Ohio
$340K -$32.8K -150 -8%
JA
1649
JOYN Advisors
Georgia
$340K +$5.02K +23 +1%
IEFM
1650
IQ EQ Fund Management
Ireland
$339K

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.