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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
CWM
1951
Cranbrook Wealth Management
Michigan
$50K
BAMG
1952
Brand Asset Management Group
Missouri
$48K -$6.12K -28 -11%
PCA
1953
Providence Capital Advisors
North Carolina
$47K +$50K +229 New
CA
1954
Crewe Advisors
Utah
$45K
AJ
1955
Ashburton (Jersey)
Jersey
$42K
SWM
1956
Sugarloaf Wealth Management
Georgia
$41K -$8.3K -38 -16%
EWM
1957
Edge Wealth Management
New York
$41K
MWA
1958
Moser Wealth Advisors
Washington
$41K
SC
1959
Solstein Capital
California
$41K
TIM
1960
Tortoise Investment Management
New York
$41K
GG
1961
Gleason Group
Kentucky
$40K -$9.83K -45 -19%
CCA
1962
Column Capital Advisors
Indiana
$39K +$21K +96 +98%
BC
1963
Barnett & Company
Tennessee
$38K -$874 -4 -2%
CG
1964
Cutler Group
California
$37K
1IA
1965
1834 Investment Advisors
Wisconsin
$36K
ST
1966
Sageworth Trust
Pennsylvania
$35K
LPWM
1967
Lake Point Wealth Management
Texas
$34K +$34.7K +159 +1,590%
CCM
1968
Cribstone Capital Management
Maine
$32K -$20.1K -92 -37%
BC
1969
Belmont Capital
California
$30K
IF
1970
Ironwood Financial
Arizona
$30K
HI
1971
Hoey Investments
Pennsylvania
$26K -$262K -1,201 -90%
MCM
1972
McMillion Capital Management
North Carolina
$24K +$12.9K +59 +97%
LSA
1973
Lion Street Advisors
Texas
$23K +$24.2K +111 New
AS
1974
Altshuler Shaham
Israel
$22K -$14.4K -66 -38%
SL
1975
Salomon & Ludwin
Virginia
$22K

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.