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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
VCP
1751
Verus Capital Partners
Arizona
$262K +$10.9K +50 +4%
CA
1752
Calton & Associates
Florida
$261K -$79.1K -362 -22%
FWCM
1753
First Western Capital Management
California
$261K -$3.71K -17 -1%
GCMG
1754
Gyroscope Capital Management Group
Florida
$260K -$29.7K -136 -10%
22CM
1755
20/20 Capital Management
California
$260K +$655 +3 +0.3%
DHFB
1756
Dixon Hubard Feinour & Brown
Virginia
$259K -$25.1K -115 -8%
MPAM
1757
Murphy Pohlad Asset Management
Minnesota
$259K
DA
1758
Detalus Advisors
Missouri
$259K +$2.18K +10 +0.8%
HFS
1759
Howard Financial Services
Texas
$259K +$2.4K +11 +0.9%
TFCP
1760
Twin Focus Capital Partners
Massachusetts
$258K +$6.12K +28 +2%
AIP
1761
Almanack Investment Partners
Pennsylvania
$258K +$90.6K +415 +48%
AA
1762
Argent Advisors
Louisiana
$257K -$520K -2,380 -65%
SWK
1763
Stephen W. Kidder
$257K -$13.1K -60 -5%
TFS
1764
TrustCore Financial Services
Tennessee
$257K -$5.02K -23 -2%
ATC
1765
Adirondack Trust Company
New York
$256K -$227K -1,040 -45%
PL
1766
Parthenon LLC
Kentucky
$256K -$12.9K -59 -4%
AWA
1767
ARS Wealth Advisors
Florida
$255K
WCG
1768
Weaver Consulting Group
California
$255K
VFM
1769
Vivid Financial Management
California
$255K +$437 +2 +0.2%
KPWG
1770
KFA Private Wealth Group
Virginia
$255K +$25.1K +115 +10%
QT
1771
Quantbot Technologies
New York
$252K -$333K -1,523 -55%
SCM
1772
Silvant Capital Management
Georgia
$252K
PWM
1773
PRW Wealth Management
Massachusetts
$252K +$271K +1,242 New
SW
1774
StrongBox Wealth
Missouri
$252K +$272K +1,243 New
AWM
1775
Affinity Wealth Management
Delaware
$251K

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.