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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
ED
1901
Exane Derivatives
France
$122K
WLPWM
1902
Walled Lake Planning & Wealth Management
Illinois
$120K
MTCM
1903
Mint Tower Capital Management
Netherlands
$120K +$130K +593 New
LWM
1904
Lenox Wealth Management
Ohio
$119K +$29.3K +134 +29%
NPP
1905
New Potomac Partners
Maryland
$117K -$959K -4,390 -88%
BL
1906
Balentine LLC
Georgia
$117K -$95.9K -439 -43%
VCM
1907
Versant Capital Management
Arizona
$117K -$11.6K -53 -8%
BHWM
1908
Bay Harbor Wealth Management
Maryland
$115K -$22.9K -105 -16%
PA
1909
Procyon Advisors
Connecticut
$114K
CAN
1910
Claraphi Advisory Network
United States
$114K +$122K +560 New
SIAS
1911
Shine Investment Advisory Services
Colorado
$112K -$437 -2 -0.4%
POIA
1912
Pin Oak Investment Advisors
Texas
$108K -$5.02K -23 -4%
FFC
1913
First Financial Corp
Indiana
$108K -$4.15K -19 -3%
MWC
1914
MBM Wealth Consultants
Missouri
$108K
SC
1915
Steph & Co
Wisconsin
$101K
RE
1916
RBC Europe
United Kingdom
$101K
MWP
1917
Meridian Wealth Partners
Pennsylvania
$100K +$24.9K +114 +30%
FGAM
1918
Financial Gravity Asset Management
Texas
$91.8K -$23.2K -106 -18%
AWM
1919
Atticus Wealth Management
Florida
$90K +$437 +2 +0.5%
MHR
1920
Matthew Hamilton Rosenberg
$90K +$96.3K +441 New
LAS
1921
Lloyd Advisory Services
Georgia
$89K -$33.9K -155 -26%
AWA
1922
Arkadios Wealth Advisors
Georgia
$86.4K +$5.24K +24 +6%
WQ
1923
Wealth Quarterback
New Jersey
$86.3K -$4.83M -22,093 -98%
GFPC
1924
Global Financial Private Client
Florida
$83.9K +$6.77K +31 +8%
CCM
1925
Copeland Capital Management
Pennsylvania
$83K

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.