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2,090 hedge funds and large institutions have $107B invested in Amgen in 2020 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 782 increasing their positions, 831 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 90

16% more capital invested

Capital invested by funds: $91.9B → $107B (+$14.9B)

3% more funds holding

Funds holding: 2,0292,090 (+61)

0.01% more ownership

Funds ownership: 76.93%76.94% (+0.01%)

6% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 831

11% less funds holding in top 10

Funds holding in top 10: 119106 (-13)

24% less call options, than puts

Call options by funds: $880M | Put options by funds: $1.16B

Holders
2,090
Holders Change
+61
Holders Change %
+3.01%
% of All Funds
42.85%
Holding in Top 10
106
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.92%
% of All Funds
2.17%
New
169
Increased
782
Reduced
831
Closed
90
Calls
$880M
Puts
$1.16B
Net Calls
-$277M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
1851
Asset Allocation & Management Company
Illinois
$246K -$29.9K -131 -11%
PAIM
1852
Punch & Associates Investment Management
Minnesota
$246K
AFP
1853
Ausdal Financial Partners
Iowa
$245K
PWAG
1854
Polaris Wealth Advisory Group
California
$244K +$218K +955 New
HTHT
1855
Hemenway Trust Hemenway Trust
New Hampshire
$244K +$236K +1,036 New
WHG
1856
Westwood Holdings Group
Texas
$243K -$933K -4,089 -80%
SHWM
1857
Smith & Howard Wealth Management
Georgia
$243K -$10.7K -47 -4%
FAG
1858
Financial Advisory Group
Texas
$243K -$228 -1 -0.1%
MCMT
1859
Moon Capital Management (Tennessee)
Tennessee
$243K
CL
1860
Choreo LLC
Illinois
$242K -$26.5K -116 -10%
VA
1861
Valmark Advisers
Ohio
$242K -$8.44K -37 -3%
CAM
1862
Cubic Asset Management
Massachusetts
$242K
CF
1863
Centaurus Financial
California
$241K -$2.28K -10 -1%
CIA
1864
CCM Investment Advisers
South Carolina
$240K -$39.9K -175 -15%
CNB
1865
Camden National Bank
Maine
$240K
TFA
1866
Transamerica Financial Advisors
Florida
$240K +$232K +1,015 New
JFA
1867
JNBA Financial Advisors
Minnesota
$239K
RCA
1868
Rowland Carmichael Advisors
Arizona
$239K +$231K +1,012 New
MFW
1869
Meristem Family Wealth
Minnesota
$238K
SWMG
1870
Strategic Wealth Management Group
Maryland
$238K +$230K +1,008 New
LCP
1871
Legacy Capital Partners
Wisconsin
$238K +$230K +1,010 New
CC
1872
Callan Capital
California
$237K
CHA
1873
Carmichael Hill & Associates
Maryland
$237K
WSCM
1874
Wellington Shields Capital Management
New York
$237K +$1.37K +6 +0.6%
PCAP
1875
Pratt Collard Advisory Partners
New York
$237K +$229K +1,005 New

AMGN Hedge Fund Activity: Q2 2020 in Review

2,090 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2020, worth a combined $107B — up 16% from $91.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new AMGN positions and 90 closed out — a net gain of 79 holders — while 782 added to existing stakes and 831 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $892M. The largest seller was Loomis, Sayles & Company, cutting an estimated $751M.

  • 2,090 institutional investors held Amgen (AMGN) as of Q2 2020, up from 2,029 in Q1 2020.
  • Funds reported $107B of Amgen stock for Q2 2020, up 16% quarter-over-quarter.
  • 169 funds opened new Amgen positions in Q2 2020 and 90 closed out, a net change of +79 holders.
  • The largest Amgen buyer in Q2 2020 was Nordea Investment Management, an estimated $892M added.
  • The largest Amgen seller in Q2 2020 was Loomis, Sayles & Company, an estimated $751M sold.

Based on aggregated 13F filings for Q2 2020.