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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
AIS
1976
Accurate Investment Solutions
Pennsylvania
$22K +$18.8K +86 +430%
RTC
1977
Riverview Trust Company
Washington
$21K -$281K -1,288 -92%
CWM
1978
Cedar Wealth Management
California
$21K +$10.7K +49 +91%
WIM
1979
Westside Investment Management
California
$20.1K +$1.95M +8,944 New
AIM
1980
Artemis Investment Management
United Kingdom
$20K -$12.1M -55,325 -36%
NIT
1981
NumerixS Investment Technologies
British Columbia, Canada
$20K -$218K -1,000 -91%
CFG
1982
CKW Financial Group
Hawaii
$20K
DRS
1983
Deane Retirement Strategies
Louisiana
$20K
PW
1984
Price Wealth
Texas
$20K +$3.28K +15 +18%
CC
1985
Cognios Capital
Kansas
$20K +$22.5K +103 New
SFG
1986
Sowa Financial Group
Rhode Island
$19K
KFS
1987
Kelly Financial Services
Massachusetts
$18.6K +$218 +1 +1%
EWM
1988
Elmwood Wealth Management
California
$18.5K +$23.6K +108 New
JAM
1989
JCIC Asset Management
Ontario, Canada
$18K +$13.1K +60 +200%
NL
1990
NVWM LLC
Pennsylvania
$17K
FCM
1991
Firestone Capital Management
Florida
$16K
LWA
1992
Lowe Wealth Advisors
Maryland
$16K
PCFFS
1993
Pacific Center for Financial Services
California
$16K
SL
1994
Savior LLC
Massachusetts
$15K -$14.6K -67 -48%
JPLA
1995
Joseph P. Lucia & Associates
New York
$15K
MIFH
1996
Migdal Insurance & Financial Holdings
Israel
$13K
PRC
1997
Pearl River Capital
Michigan
$13K +$14.2K +65 New
TC
1998
Truvestments Capital
Florida
$12K +$13.8K +63 New
HF
1999
Halpern Financial
Virginia
$11.4K
MSFP
2000
Mark Sheptoff Financial Planning
Connecticut
$10K -$19.4K -89 -64%

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.