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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
TWP
1651
Tempus Wealth Planning
California
$338K +$12K +55 +3%
APW
1652
Aurora Private Wealth
New Jersey
$338K +$73.2K +335 +25%
WG
1653
Welch Group
Alabama
$337K +$23.8K +109 +7%
Nomura Holdings
1654
Nomura Holdings
Japan
$335K -$1.28M -5,881 -78%
PCMC
1655
Private Capital Management (Colorado)
Colorado
$335K
CFA
1656
Capstone Financial Advisors
Illinois
$334K +$37.1K +170 +12%
IBOK
1657
Independence Bank of Kentucky
Kentucky
$333K
CTA
1658
Colonial Trust Advisors
South Carolina
$332K -$87.4K -400 -20%
CPO
1659
Cerity Partners OCIO
New York
$332K +$63.6K +291 +22%
CC
1660
Capital Counsel
New York
$329K
PCS
1661
Personal CFO Solutions
New Jersey
$328K -$103K -473 -23%
CCG
1662
Chatham Capital Group
Georgia
$328K
BPCE
1663
Bank Pictet & Cie (Europe)
Germany
$327K -$131K -602 -27%
VCM
1664
Vivaldi Capital Management
Illinois
$327K +$45.2K +207 +15%
XSC
1665
X-Square Capital
Puerto Rico
$326K -$78.4K -359 -18%
TF
1666
TimeScale Financial
Massachusetts
$326K -$77.8K -356 -18%
LWM
1667
Liberty Wealth Management
California
$326K +$14.9K +68 +4%
RCAMU
1668
Rothschild & Co Asset Management US
Connecticut
$324K
FTC
1669
Farmers Trust Company
Ohio
$322K -$23.2K -106 -6%
CPSAC
1670
Chas P. Smith & Associates (CPS)
Florida
$319K +$17.7K +81 +5%
3F
1671
360 Financial
Minnesota
$318K
BFIM
1672
Beese Fulmer Investment Management
Ohio
$317K
PDM
1673
Penn Davis McFarland
Texas
$317K
BWP
1674
Bernardo Wealth Planning
Pennsylvania
$317K +$7.64K +35 +2%
VVP
1675
Venture Visionary Partners
Ohio
$316K

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.