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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
MWM
1726
Merriman Wealth Management
Washington
$369K -$4.96K -20 -1%
JWBC
1727
John W. Bristol & Co
New York
$369K
NFG
1728
Nadler Financial Group
Illinois
$368K +$991 +4 +0.3%
OCG
1729
Opus Capital Group
Ohio
$367K -$51.5K -208 -13%
SKK
1730
Shepherd Kaplan Krochuk
Massachusetts
$366K +$34.2K +138 +11%
TCB
1731
Texas Capital Bancshares
Texas
$364K
TF
1732
Trek Financial
Arizona
$363K
DA
1733
Detalus Advisors
Missouri
$363K +$37.2K +150 +12%
RIM
1734
Regent Investment Management
Kentucky
$362K -$37.2K -150 -10%
HCA
1735
Harbour Capital Advisors
Virginia
$362K
HCM
1736
Hutchinson Capital Management
California
$362K
MNBTD
1737
Moody National Bank Trust Division
Texas
$361K +$11.6K +47 +3%
GGI
1738
Godsey & Gibb Inc
Virginia
$361K +$13.9K +56 +4%
ACM
1739
AlphaCrest Capital Management
New York
$361K +$43.4K +175 +14%
Financial Engines Advisors
1740
Financial Engines Advisors
California
$361K +$352K +1,420 New
FMT
1741
First Mercantile Trust
Tennessee
$360K -$215K -866 -36%
WCM
1742
WealthBridge Capital Management
Ohio
$360K +$37.9K +153 +12%
KCM
1743
Kanawha Capital Management
Virginia
$359K +$8.92K +36 +3%
GIA
1744
Gladstone Institutional Advisory
Florida
$359K +$45.3K +183 +15%
OA
1745
Oxbow Advisors
Texas
$358K
SFA
1746
Souders Financial Advisors
Ohio
$358K +$367K +1,482 New
NERM
1747
New England Research & Management
Illinois
$356K -$577K -2,329 -62%
SFS
1748
Summit Financial Strategies
Ohio
$356K
KWA
1749
KCS Wealth Advisory
California
$355K +$495 +2 +0.1%
FEM
1750
Fulcrum Equity Management
Texas
$354K -$294K -1,187 -46%

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.