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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
TI
1801
Truehand Inc
New Hampshire
$235K
WCM
1802
WealthBridge Capital Management
Ohio
$235K +$254K +1,161 New
BWA
1803
BDO Wealth Advisors
Florida
$234K +$6.99K +32 +3%
AW
1804
Alpha Windward
Massachusetts
$233K -$13.5K -62 -5%
SFFS
1805
Stonehage Fleming Financial Services
Jersey
$233K
OI
1806
Oakbrook Investments
Illinois
$232K -$799K -3,660 -76%
HHGA
1807
Halbert Hargrove Global Advisors
California
$232K +$7.21K +33 +3%
SCM
1808
Southport Capital Management
Tennessee
$231K -$75.6K -346 -23%
CL
1809
Choreo LLC
Illinois
$231K -$64K -293 -20%
FFBTD
1810
First Financial Bank - Trust Division
Ohio
$230K -$5.9K -27 -2%
LF
1811
LifeSteps Financial
California
$230K
WDL
1812
Well Done LLC
Michigan
$230K
GCM
1813
Gables Capital Management
Florida
$230K +$10.9K +50 +5%
WCM
1814
Wedge Capital Management
North Carolina
$229K -$37.3M -170,639 -99%
FFG
1815
Frisch Financial Group
New York
$229K +$1.97K +9 +0.8%
AHB
1816
Abner Herrman & Brock
New Jersey
$228K -$201K -919 -45%
DA
1817
Doliver Advisors
Texas
$227K -$95K -435 -32%
GAM
1818
Gemmer Asset Management
California
$227K -$18.6K -85 -7%
FA
1819
FCG Advisors
New Jersey
$227K -$10.3K -47 -4%
PA
1820
Probity Advisors
Texas
$227K -$10.3K -47 -4%
MA
1821
MCF Advisors
Kentucky
$227K
S
1822
Surevest
California
$225K -$24.5K -112 -9%
B
1823
Bridgeworth
Alabama
$223K
SCM
1824
Salem Capital Management
Massachusetts
$223K
VR
1825
Viridian RIA
Washington
$223K

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.