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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
CCB
1926
Cutter & Co Brokerage
Missouri
$233K +$495 +2 +0.2%
LF
1927
Lantz Financial
Illinois
$233K +$2.23K +9 +1%
DWM
1928
Dakota Wealth Management
Florida
$232K -$1.46M -5,907 -87%
HTHT
1929
Hemenway Trust Hemenway Trust
New Hampshire
$232K -$30.2K -122 -12%
RMAM
1930
Raab & Moskowitz Asset Management
New Jersey
$232K -$19.8K -80 -8%
BFPW
1931
BOK Financial Private Wealth
Colorado
$232K -$5.45K -22 -2%
SCG
1932
Sonata Capital Group
Washington
$232K
TA
1933
TFG Advisers
Michigan
$232K +$12.4K +50 +6%
CAI
1934
Capital Advisors Inc
Oklahoma
$232K +$226K +913 New
LC
1935
Lavaca Capital
Texas
$229K +$223K +900 New
LWMM
1936
Legacy Wealth Management (Mississippi)
Mississippi
$229K
BST
1937
Bath Savings Trust
Maine
$228K
CG
1938
Corundum Group
Colorado
$228K +$223K +899 New
RE
1939
RBC Europe
United Kingdom
$227K +$28.5K +115 +15%
EFSCE
1940
Enterprise Financial Services Corp (EFSC)
Missouri
$227K
FNBOH
1941
First National Bank of Hutchinson
Kansas
$227K +$221K +893 New
AP
1942
Adero Partners
California
$224K -$7.18K -29 -3%
KLI
1943
Kelman-Lazarov Inc
Tennessee
$224K
GCM
1944
Gladius Capital Management
Illinois
$223K +$217K +875 New
SIC
1945
Sigma Investment Counselors
Michigan
$223K +$217K +876 New
KFP
1946
Keystone Financial Planning
Ohio
$222K
ACA
1947
Affinity Capital Advisors
California
$221K
HDIM
1948
Hanson & Doremus Investment Management
Vermont
$221K
IP
1949
Investment Partners
Ohio
$221K +$743 +3 +0.3%
GIM
1950
Goelzer Investment Management
Indiana
$220K -$8.18K -33 -4%

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.