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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
AFAS
1826
Acorn Financial Advisory Services
Virginia
$222K -$4.59K -21 -2%
TPWA
1827
TRUE Private Wealth Advisors
Oregon
$221K -$513K -2,348 -68%
FLAM
1828
First Light Asset Management
Minnesota
$221K
BHTS
1829
Bar Harbor Trust Services
Maine
$220K -$119K -547 -34%
LF
1830
Lantz Financial
Illinois
$220K -$9.61K -44 -4%
CA
1831
Claro Advisors
Massachusetts
$220K +$6.77K +31 +3%
AA
1832
ALPS Advisors
Colorado
$219K -$1.77M -8,100 -88%
SHWM
1833
Smith & Howard Wealth Management
Georgia
$219K -$19.7K -90 -8%
CFS
1834
CRA Financial Services
New Jersey
$218K +$8.74K +40 +4%
VA
1835
Valmark Advisers
Ohio
$216K -$8.52K -39 -4%
FCFC
1836
First Commonwealth Financial Corp
Pennsylvania
$216K +$232K +1,064 New
MC
1837
Middleton & Co
Massachusetts
$214K
BCM
1838
Bluefin Capital Management
New York
$213K -$3.21M -14,702 -93%
PPP
1839
Private Portfolio Partners
New Jersey
$213K -$158K -724 -41%
BCA
1840
Berman Capital Advisors
Georgia
$213K +$77.3K +354 +51%
MMA
1841
Miracle Mile Advisors
California
$212K -$178K -816 -44%
AIM
1842
AIA Investment Management
Singapore
$212K +$10.9K +50 +5%
PAIM
1843
Punch & Associates Investment Management
Minnesota
$212K +$228K +1,044 New
DDPIC
1844
Deroy & Devereaux Private Investment Counsel
Michigan
$211K
GC
1845
Globeflex Capital
California
$210K +$226K +1,036 New
APC
1846
Aspire Private Capital
North Carolina
$209K -$91.1K -417 -29%
CF
1847
Centaurus Financial
California
$209K -$68.6K -314 -23%
CBFP
1848
Cedar Brook Financial Partners
Ohio
$209K -$18.1K -83 -7%
FAG
1849
Financial Advisory Group
Texas
$209K +$218 +1 +0.1%
MCMT
1850
Moon Capital Management (Tennessee)
Tennessee
$209K

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.