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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
FCM
1701
Fortis Capital Management
Washington
$299K
PIA
1702
Perennial Investment Advisors
California
$298K +$874 +4 +0.3%
AC
1703
Apella Capital
Connecticut
$297K +$320K +1,466 New
JWBC
1704
John W. Bristol & Co
New York
$294K
CA
1705
Cornerstone Advisory
Maryland
$293K -$87.4K -400 -22%
TCB
1706
Texas Capital Bancshares
Texas
$293K
NFG
1707
Nadler Financial Group
Illinois
$291K +$1.09K +5 +0.3%
PFA
1708
Pure Financial Advisors
California
$290K +$43.7K +200 +16%
HCA
1709
Harbour Capital Advisors
Virginia
$289K -$4.37K -20 -1%
HCM
1710
Hutchinson Capital Management
California
$289K +$218 +1 +0.1%
HPWM
1711
Highland Private Wealth Management
Washington
$286K -$53.3K -244 -15%
CSPIA
1712
Cary Street Partners Investment Advisory
Virginia
$284K -$45.7K -209 -13%
RIG
1713
Roosevelt Investment Group
New York
$284K -$14.4K -66 -4%
SFS
1714
Summit Financial Strategies
Ohio
$284K -$6.55K -30 -2%
UC
1715
Unio Capital
New Jersey
$283K -$16.4K -75 -5%
KFI
1716
Key Financial Inc
Pennsylvania
$282K -$65.5K -300 -18%
GGI
1717
Godsey & Gibb Inc
Virginia
$282K +$38.7K +177 +15%
PHAM
1718
Palisades Hudson Asset Management
Florida
$281K
BIA
1719
BHK Investment Advisors
Alabama
$280K +$22.9K +105 +8%
WBG
1720
Wharton Business Group
Pennsylvania
$280K +$43.7K +200 +17%
KLI
1721
Kelman-Lazarov Inc
Tennessee
$279K -$31.9K -146 -10%
KCM
1722
Kanawha Capital Management
Virginia
$279K +$37.6K +172 +14%
FMT
1723
First Mercantile Trust
Tennessee
$278K -$196K -899 -40%
LSPW
1724
Lake Street Private Wealth
Illinois
$276K -$1.7M -7,785 -85%
KWA
1725
KCS Wealth Advisory
California
$276K -$218 -1 -0.1%

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.