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2,128 hedge funds and large institutions have $113B invested in Amgen in 2020 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 855 increasing their positions, 798 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 85

13% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.03B

6% more capital invested

Capital invested by funds: $107B → $113B (+$6.51B)

5% more funds holding in top 10

Funds holding in top 10: 106111 (+5)

2% more funds holding

Funds holding: 2,0912,128 (+37)

7% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 798

0.77% less ownership

Funds ownership: 76.94%76.17% (-0.77%)

Holders
2,128
Holders Change
+37
Holders Change %
+1.77%
% of All Funds
42.93%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
2.24%
New
139
Increased
855
Reduced
798
Closed
85
Calls
$1.16B
Puts
$1.03B
Net Calls
+$129M
Net Calls Change
+$406M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1901
Dividend Assets Capital
South Carolina
$247K
NEAM
1902
New England Asset Management
Connecticut
$247K
SFG
1903
Summit Financial Group
West Virginia
$247K
GWM
1904
Gray Wealth Management
Maine
$247K +$495 +2 +0.2%
SAM
1905
SignalPoint Asset Management
Missouri
$247K +$7.43K +30 +3%
PPG
1906
Peak Planning Group
Colorado
$247K +$241K +972 New
JF
1907
JSF Financial
California
$246K
TIA
1908
Tandem Investment Advisors
South Carolina
$246K +$4.96K +20 +2%
GFP
1909
Gryphon Financial Partners
Ohio
$246K +$240K +967 New
PWAG
1910
Polaris Wealth Advisory Group
California
$244K
APW
1911
Aurora Private Wealth
New Jersey
$242K -$86K -347 -27%
SC
1912
Schulhoff & Co
Ohio
$241K
WP
1913
WealthShield Partners
North Carolina
$241K +$17.6K +71 +8%
CMO
1914
Covenant Multifamily Offices
Texas
$240K -$216K -873 -48%
MCA
1915
Magnolia Capital Advisors
Mississippi
$240K +$234K +945 New
OMC
1916
Old Mission Capital
Illinois
$239K +$233K +940 New
CAM
1917
Concorde Asset Management
Michigan
$238K +$9.17K +37 +4%
NP
1918
NorthRock Partners
Minnesota
$237K +$19.8K +80 +9%
W
1919
WealthOne
New York
$235K +$5.95K +24 +3%
MCM
1920
Marathon Capital Management
Maryland
$235K +$14.9K +60 +7%
SWP
1921
Summit Wealth Partners
Florida
$234K
EWM
1922
EPG Wealth Management
Georgia
$233K -$81.8K -330 -26%
CFS
1923
CRA Financial Services
New Jersey
$233K -$248 -1 -0.1%
GI
1924
Glovista Investments
New Jersey
$233K
PPSG
1925
Princeton Portfolio Strategies Group
New Jersey
$233K

AMGN Hedge Fund Activity: Q3 2020 in Review

2,128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2020, worth a combined $113B — up 6.1% from $107B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new AMGN positions and 85 closed out — a net gain of 54 holders — while 855 added to existing stakes and 798 trimmed.

The largest buyer was State Street, adding an estimated $1.24B. The largest seller was Nordea Investment Management, cutting an estimated $1.24B.

  • 2,128 institutional investors held Amgen (AMGN) as of Q3 2020, up from 2,091 in Q2 2020.
  • Funds reported $113B of Amgen stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 139 funds opened new Amgen positions in Q3 2020 and 85 closed out, a net change of +54 holders.
  • The largest Amgen buyer in Q3 2020 was State Street, an estimated $1.24B added.
  • The largest Amgen seller in Q3 2020 was Nordea Investment Management, an estimated $1.24B sold.

Based on aggregated 13F filings for Q3 2020.