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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
C
1926
Certuity
Florida
$214K +$207K +908 New
W
1927
WealthOne
New York
$213K +$206K +901 New
SIC
1928
Samalin Investment Counsel
New York
$213K +$206K +903 New
LWMM
1929
Legacy Wealth Management (Mississippi)
Mississippi
$212K +$205K +900 New
BST
1930
Bath Savings Trust
Maine
$212K +$204K +896 New
GIM
1931
Goelzer Investment Management
Indiana
$212K +$205K +897 New
EFSCE
1932
Enterprise Financial Services Corp (EFSC)
Missouri
$211K +$9.35K +41 +5%
TVAMP
1933
Tennessee Valley Asset Management Partners
Tennessee
$211K +$204K +893 New
AWM
1934
Apollon Wealth Management
South Carolina
$211K +$204K +896 New
PWMG
1935
Prestige Wealth Management Group
New Jersey
$210K +$25.1K +110 +14%
CAM
1936
Concorde Asset Management
Michigan
$210K +$204K +895 New
KLI
1937
Kelman-Lazarov Inc
Tennessee
$208K -$112K -493 -36%
WA
1938
Waverly Advisors
Alabama
$208K +$198K +867 New
CCM
1939
Condor Capital Management
New Jersey
$208K +$201K +880 New
JWA
1940
JFS Wealth Advisors
Pennsylvania
$207K +$10.5K +46 +6%
WP
1941
WealthShield Partners
North Carolina
$207K +$200K +877 New
KFP
1942
Keystone Financial Planning
Ohio
$206K -$183K -803 -48%
HDIM
1943
Hanson & Doremus Investment Management
Vermont
$205K -$18.3K -80 -8%
ACA
1944
Affinity Capital Advisors
California
$205K
IP
1945
Investment Partners
Ohio
$205K +$198K +867 New
RIG
1946
Roosevelt Investment Group
New York
$204K -$122K -536 -38%
MCM
1947
Marathon Capital Management
Maryland
$204K +$197K +865 New
TA
1948
TFG Advisers
Michigan
$204K +$197K +865 New
DWM
1949
Darwin Wealth Management
Florida
$203K -$11.4K -50 -5%
NP
1950
NorthRock Partners
Minnesota
$201K -$153K -671 -44%

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.