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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
CAM
1851
Cubic Asset Management
Massachusetts
$208K -$109K -500 -33%
JLBC
1852
J.L. Bainbridge & Co
Florida
$208K -$12.9K -59 -5%
CNB
1853
Camden National Bank
Maine
$206K
JFA
1854
JNBA Financial Advisors
Minnesota
$206K
FWM
1855
Fairhaven Wealth Management
Illinois
$205K -$49.1K -225 -18%
CAC
1856
Certified Advisory Corp
Florida
$205K
SICM
1857
Sustainable Insight Capital Management
New York
$205K
ACA
1858
Affinity Capital Advisors
California
$204K -$15.9K -73 -8%
MFW
1859
Meristem Family Wealth
Minnesota
$204K +$1.97K +9 +0.9%
CC
1860
Callan Capital
California
$204K +$220K +1,005 New
CHA
1861
Carmichael Hill & Associates
Maryland
$203K
CAG
1862
Curtis Advisory Group
California
$203K
HC
1863
Hourglass Capital
Texas
$203K
IG
1864
Ithaka Group
Virginia
$203K
RHBC
1865
R.H. Bluestein & Co
Michigan
$203K
SFI
1866
SPC Financial Inc
Maryland
$203K
WSCM
1867
Wellington Shields Capital Management
New York
$203K
TIA
1868
Traphagen Investment Advisors
New Jersey
$203K +$12.9K +59 +6%
ABTD
1869
Arvest Bank Trust Division
Oklahoma
$202K -$17.9K -82 -8%
MWM
1870
Meridian Wealth Management
Kentucky
$202K +$2.84K +13 +1%
GCM
1871
Gladius Capital Management
Illinois
$201K +$216K +990 New
RMAM
1872
Raab & Moskowitz Asset Management
New Jersey
$200K -$1.53K -7 -0.7%
NA
1873
Nottingham Advisors
New York
$200K
AP
1874
Arlington Partners
Alabama
$198K +$107K +488 +100%
AIM
1875
Acropolis Investment Management
Missouri
$198K +$213K +975 New

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.