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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
GCC
1901
Guardian Capital (Canada)
Ontario, Canada
$228K +$220K +965 New
JF
1902
JSF Financial
California
$228K +$221K +967 New
SIM
1903
Sadoff Investment Management
Wisconsin
$227K +$220K +963 New
B
1904
Bridgeworth
Alabama
$225K -$33.1K -145 -13%
EWF
1905
Epstein & White Financial
California
$224K -$256K -1,121 -54%
M
1906
Mirova
France
$224K -$5.25K -23 -2%
SC
1907
Schulhoff & Co
Ohio
$224K +$217K +951 New
TIA
1908
Tandem Investment Advisors
South Carolina
$223K +$216K +947 New
GLA
1909
Good Life Advisors
Pennsylvania
$222K +$215K +942 New
SAM
1910
SignalPoint Asset Management
Missouri
$222K +$215K +942 New
BFPW
1911
BOK Financial Private Wealth
Colorado
$220K +$213K +933 New
CA
1912
Continuum Advisory
Idaho
$219K +$196K +857 New
IDA
1913
Intelligence Driven Advisers
California
$218K +$211K +924 New
SWP
1914
Summit Wealth Partners
Florida
$217K +$210K +922 New
SIG
1915
Sargent Investment Group
Maryland
$217K +$194K +850 New
GI
1916
Glovista Investments
New Jersey
$216K -$285K -1,249 -58%
CFS
1917
CRA Financial Services
New Jersey
$216K -$36.5K -160 -15%
FWM
1918
Filbrandt Wealth Management
Wisconsin
$216K +$140K +614 +205%
PPSG
1919
Princeton Portfolio Strategies Group
New Jersey
$216K +$209K +917 New
AP
1920
Adero Partners
California
$215K +$208K +910 New
SFWC
1921
Strategic Family Wealth Counselors
New Jersey
$215K +$208K +910 New
SCG
1922
Sonata Capital Group
Washington
$215K +$208K +912 New
CCB
1923
Cutter & Co Brokerage
Missouri
$215K +$208K +913 New
WIM
1924
Westside Investment Management
California
$214K +$19.6K +86 +1%
LF
1925
Lantz Financial
Illinois
$214K -$40.8K -179 -16%

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.