We are live on ! Find out more

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
PFS
1651
Prospera Financial Services
Texas
$436K -$3.22M -13,016 -88%
IIC
1652
Ironwood Investment Counsel
Arizona
$436K +$3.96K +16 +0.9%
TPWA
1653
TRUE Private Wealth Advisors
Oregon
$436K +$121K +488 +40%
MPAM
1654
Murphy Pohlad Asset Management
Minnesota
$435K +$108K +437 +34%
CA
1655
Calton & Associates
Florida
$433K +$78K +315 +23%
ACM
1656
Ategra Capital Management
Virginia
$432K -$7.18K -29 -2%
CAM
1657
CenterStar Asset Management
Illinois
$429K
RCG
1658
Rock Creek Group
District of Columbia
$429K +$19.1K +77 +5%
DWM
1659
Destination Wealth Management
California
$427K +$58.7K +237 +16%
IEFM
1660
IQ EQ Fund Management
Ireland
$425K
FA
1661
FCG Advisors
New Jersey
$425K +$126K +510 +44%
CPSAC
1662
Chas P. Smith & Associates (CPS)
Florida
$424K
3F
1663
360 Financial
Minnesota
$424K +$24.8K +100 +6%
AA
1664
Auxano Advisors
Washington
$422K
CFA
1665
Capstone Financial Advisors
Illinois
$420K +$248 +1 +0.1%
EAM
1666
Evanson Asset Management
California
$419K -$24.5K -99 -6%
PCMC
1667
Private Capital Management (Colorado)
Colorado
$419K
OC
1668
Oakworth Capital
Alabama
$419K +$87K +351 +27%
CL
1669
Choreo LLC
Illinois
$419K +$155K +625 +61%
LC
1670
Landaas & Company
Wisconsin
$418K
MC
1671
Middleton & Co
Massachusetts
$415K -$36.7K -148 -8%
CVM
1672
Cheviot Value Management
California
$415K -$11.6K -47 -3%
HC
1673
Hendley & Co
Ohio
$415K +$404K +1,631 New
WCA
1674
Westover Capital Advisors
Delaware
$414K +$404K +1,630 New
IBOK
1675
Independence Bank of Kentucky
Kentucky
$413K +$1.49K +6 +0.4%

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.