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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
Credit Agricole
1876
Credit Agricole
France
$197K -$4.6M -21,039 -96%
M
1877
Mirova
France
$197K -$102K -467 -32%
NEAM
1878
New England Asset Management
Connecticut
$197K
HDIM
1879
Hanson & Doremus Investment Management
Vermont
$192K +$3.71K +17 +2%
DWM
1880
Darwin Wealth Management
Florida
$184K +$199K +911 New
SCA
1881
Stonebridge Capital Advisors
Minnesota
$178K +$6.55K +30 +4%
HCA
1882
Heck Capital Advisors
Wisconsin
$177K -$5.9K -27 -3%
EFSCE
1883
Enterprise Financial Services Corp (EFSC)
Missouri
$172K +$7.21K +33 +4%
JWA
1884
JFS Wealth Advisors
Pennsylvania
$168K
HWA
1885
HHM Wealth Advisors
Tennessee
$165K +$177K +812 New
PAM
1886
Paradigm Asset Management
New York
$162K +$54.6K +250 +45%
CFFP
1887
Center for Financial Planning
Michigan
$161K +$9.39K +43 +6%
PWMG
1888
Prestige Wealth Management Group
New Jersey
$158K +$32.5K +149 +24%
APWM
1889
Atlas Private Wealth Management
New York
$150K +$218 +1 +0.1%
CTB
1890
Country Trust Bank
Illinois
$146K
FBT
1891
First Bank & Trust
South Dakota
$143K -$439K -2,010 -74%
TJHA
1892
Thomas J. Herzfeld Advisors
Florida
$142K
ACM
1893
AUA Capital Management
Pennsylvania
$140K
SIC
1894
Salem Investment Counselors
North Carolina
$132K +$10.9K +50 +8%
AWM
1895
AllSquare Wealth Management
New York
$130K +$4.37K +20 +3%
FNBOSM
1896
First National Bank of South Miami
Florida
$128K -$1.75K -8 -1%
PP
1897
Pacifica Partners
Canada
$128K
EWP
1898
Engrave Wealth Partners
Texas
$127K +$5.46K +25 +4%
FPFS
1899
First Personal Financial Services
North Carolina
$125K -$25.3K -116 -16%
IRAG
1900
Investment Research & Advisory Group
Georgia
$122K

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.