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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
SAM
1776
Smithbridge Asset Management
Pennsylvania
$251K
CICI
1777
Capital Investment Counsel Inc
North Carolina
$249K
BZWA
1778
Blue Zone Wealth Advisors
California
$249K +$6.99K +32 +3%
IIC
1779
Ironwood Investment Counsel
Arizona
$249K +$18.1K +83 +7%
SP
1780
Symmetry Partners
Connecticut
$249K +$269K +1,230 New
DLCIG
1781
D.L. Carlson Investment Group
New Hampshire
$248K
PG
1782
Patten Group
Tennessee
$246K -$208K -953 -44%
PCIA
1783
Prime Capital Investment Advisors
Kansas
$246K +$133K +610 +101%
AFP
1784
Ausdal Financial Partners
Iowa
$245K -$243K -1,114 -52%
EWM
1785
EPG Wealth Management
Georgia
$244K +$135K +616 +105%
KTA
1786
Keeley-Teton Advisors
Illinois
$243K
BFC
1787
Bedel Financial Consulting
Indiana
$243K +$3.5K +16 +1%
WP
1788
WMS Partners
Maryland
$243K +$37.6K +172 +17%
CIA
1789
CCM Investment Advisers
South Carolina
$242K -$80.8K -370 -24%
NIM
1790
NuWave Investment Management
New Jersey
$240K -$78.6K -360 -23%
FRM
1791
Fox Run Management
Connecticut
$240K -$17.7K -81 -6%
JIP
1792
JBJ Investment Partners
South Carolina
$240K -$11.8K -54 -4%
TF
1793
Trek Financial
Arizona
$239K -$31K -142 -11%
BRM
1794
Boston Research & Management
Massachusetts
$239K
CPC
1795
Cookson Peirce & Co
Pennsylvania
$239K +$21.6K +99 +9%
AAMC
1796
Asset Allocation & Management Company
Illinois
$238K -$44.1K -202 -15%
AA
1797
AlphaMark Advisors
Kentucky
$238K +$11.4K +52 +5%
PG
1798
Prostatis Group
Maryland
$238K -$10.3K -47 -4%
BCMO
1799
Buckingham Capital Management (Ohio)
Ohio
$236K -$3.28K -15 -1%
WFM
1800
Wolff Financial Management
Michigan
$236K

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.