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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
TIA
1876
Traphagen Investment Advisors
New Jersey
$236K +$228 +1 +0.1%
CAG
1877
Curtis Advisory Group
California
$236K
HC
1878
Hourglass Capital
Texas
$236K
IG
1879
Ithaka Group
Virginia
$236K
RHBC
1880
R.H. Bluestein & Co
Michigan
$236K
FSA
1881
Financial Sense Advisors
California
$236K +$228K +1,000 New
EIG
1882
Ellenbecker Investment Group
Wisconsin
$236K +$229K +1,002 New
MNG
1883
Manning & Napier Group
New York
$235K -$5M -21,894 -96%
RMAM
1884
Raab & Moskowitz Asset Management
New Jersey
$234K +$456 +2 +0.2%
AIM
1885
Acropolis Investment Management
Missouri
$234K +$3.65K +16 +2%
PA
1886
Procyon Advisors
Connecticut
$234K +$98.8K +433 +77%
JLBC
1887
J.L. Bainbridge & Co
Florida
$232K -$9.81K -43 -4%
AFAS
1888
Acorn Financial Advisory Services
Virginia
$231K -$26.9K -118 -11%
RWM
1889
RBA Wealth Management
California
$231K +$223K +979 New
PWS
1890
Peloton Wealth Strategists
Indiana
$231K +$224K +980 New
GWM
1891
Gray Wealth Management
Maine
$230K +$220K +966 New
SFG
1892
Summit Financial Group
West Virginia
$230K +$222K +973 New
GC
1893
Gilbert & Cook
Iowa
$230K +$222K +974 New
MWPCG
1894
Measured Wealth Private Client Group
New Hampshire
$230K +$223K +976 New
AF
1895
Aldebaran Financial
$229K -$752K -3,297 -77%
AA
1896
ALPS Advisors
Colorado
$229K -$24.6K -108 -10%
ABTD
1897
Arvest Bank Trust Division
Oklahoma
$229K -$5.93K -26 -3%
NEAM
1898
New England Asset Management
Connecticut
$229K
DAC
1899
Dividend Assets Capital
South Carolina
$229K +$222K +971 New
AI
1900
Accredited Investors
Minnesota
$228K -$167K -732 -43%

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.