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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
CFFP
1751
Center for Financial Planning
Michigan
$354K +$5.95K +24 +2%
OWP
1752
Obermeyer Wealth Partners
Colorado
$353K -$74.3K -300 -18%
KPW
1753
Kore Private Wealth
New York
$353K +$30.7K +124 +10%
PHAM
1754
Palisades Hudson Asset Management
Florida
$352K
KWM
1755
Keebeck Wealth Management
Illinois
$350K +$5.2K +21 +2%
HFS
1756
Howard Financial Services
Texas
$350K +$24.8K +100 +8%
KFI
1757
Key Financial Inc
Pennsylvania
$349K
MWPCG
1758
Measured Wealth Private Client Group
New Hampshire
$349K +$98.4K +397 +41%
HWA
1759
HHM Wealth Advisors
Tennessee
$349K +$133K +535 +64%
TFCP
1760
Twin Focus Capital Partners
Massachusetts
$347K +$21.1K +85 +7%
CNB
1761
Camden National Bank
Maine
$347K +$86.2K +348 +34%
EIA
1762
Edgemoor Investment Advisors
Maryland
$346K
PO
1763
Private Ocean
California
$346K +$13.6K +55 +4%
APC
1764
Aspire Private Capital
North Carolina
$345K +$34.9K +141 +12%
SRC
1765
Stone Run Capital
New York
$343K
KPWG
1766
KFA Private Wealth Group
Virginia
$343K +$40.4K +163 +14%
KFC
1767
Klingenstein Fields & Co
New York
$340K -$19.3K -78 -6%
SRCM
1768
Swift Run Capital Management
Virginia
$339K
BEC
1769
Blue Edge Capital
Virginia
$339K
CCA
1770
Conestoga Capital Advisors
Pennsylvania
$338K
LWA
1771
Lineweaver Wealth Advisors
Ohio
$338K +$63.9K +258 +24%
TIA
1772
Traphagen Investment Advisors
New Jersey
$337K +$79.8K +322 +32%
HA
1773
Harfst & Associates
Wyoming
$336K +$11.6K +47 +4%
BFIM
1774
Beese Fulmer Investment Management
Ohio
$334K -$61.9K -250 -16%
ECM
1775
EagleClaw Capital Management
Massachusetts
$334K

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.