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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
PCTC
1676
Perkins Coie Trust Company
Washington
$315K +$1.53K +7 +0.5%
GIA
1677
Gladstone Institutional Advisory
Florida
$314K -$41.9K -192 -11%
THWM
1678
Taylor Hoffman Wealth Management
Virginia
$313K -$75.1K -344 -18%
BKA
1679
Brick & Kyle Associates
Pennsylvania
$313K -$22.5K -103 -6%
BAM
1680
Baldrige Asset Management
Pennsylvania
$311K
SBL
1681
Sargent Bickham Lagudis
Colorado
$310K -$14.4K -66 -4%
DOA
1682
D'Orazio & Associates
Virginia
$310K
GLLW
1683
Graves Light Lenhart Wealth
Virginia
$310K
NP
1684
NorthRock Partners
Minnesota
$309K -$227K -1,041 -41%
LFASL
1685
Lugano Financial Advisors SA (LFA)
Switzerland
$307K
OAM
1686
Oberweis Asset Management
Illinois
$307K +$218 +1 +0.1%
DTC
1687
Davidson Trust Company
Washington
$305K +$39.1K +179 +13%
PAA
1688
Peregrine Asset Advisers
Oregon
$304K -$16.4K -75 -5%
TSS
1689
Thomas Story & Son
Indiana
$304K
WLIM
1690
White Lighthouse Investment Management
Massachusetts
$304K
GWMIA
1691
Global Wealth Management Investment Advisory
Florida
$303K
XF
1692
XML Financial
Maryland
$302K -$75.1K -344 -19%
JCM
1693
Janney Capital Management
Pennsylvania
$301K -$96.5K -442 -23%
KPW
1694
Kore Private Wealth
New York
$301K +$63.3K +290 +24%
PCP
1695
Proficio Capital Partners
Massachusetts
$301K +$106K +485 +53%
I
1696
INVST
Indiana
$301K +$333K +1,523 New
GG
1697
GenWealth Group
New Jersey
$300K -$312K -1,429 -49%
NRS
1698
Neville Rodie & Shaw
New York
$300K
EP
1699
Eudaimonia Partners
Tennessee
$300K +$24.5K +112 +8%
NERM
1700
New England Research & Management
Illinois
$300K +$115K +525 +55%

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.