We are live on ! Find out more

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
WLPWM
1976
Walled Lake Planning & Wealth Management
Illinois
$141K +$1.82K +8 +1%
VCM
1977
Versant Capital Management
Arizona
$138K +$684 +3 +0.5%
LWS
1978
Lucia Wealth Services
California
$138K +$134K +587 New
CWC
1979
Carolinas Wealth Consulting
North Carolina
$131K +$126K +554 New
NPP
1980
New Potomac Partners
Maryland
$129K -$6.84K -30 -5%
APWA
1981
Atlas Private Wealth Advisors
New Jersey
$127K +$123K +537 New
MWC
1982
MBM Wealth Consultants
Missouri
$126K
POIA
1983
Pin Oak Investment Advisors
Texas
$126K
MWP
1984
Meridian Wealth Partners
Pennsylvania
$119K +$1.6K +7 +1%
MHR
1985
Matthew Hamilton Rosenberg
$119K +$14.8K +65 +15%
FFC
1986
First Financial Corp
Indiana
$118K -$7.99K -35 -7%
SC
1987
Steph & Co
Wisconsin
$118K
AWA
1988
Arkadios Wealth Advisors
Georgia
$116K +$6.84K +30 +7%
GFPC
1989
Global Financial Private Client
Florida
$108K
ME
1990
McIlrath & Eck
Washington
$106K +$9.35K +41 +10%
CFO
1991
CVA Family Office
Colorado
$102K +$29K +127 +42%
LAS
1992
Lloyd Advisory Services
Georgia
$100K -$3.65K -16 -4%
CCM
1993
Copeland Capital Management
Pennsylvania
$96K
AWM
1994
Atticus Wealth Management
Florida
$95K -$9.13K -40 -9%
BCM
1995
Blume Capital Management
California
$94K
ACM
1996
AUA Capital Management
Pennsylvania
$92K -$68.4K -300 -43%
PCM
1997
Penserra Capital Management
California
$88K +$86K +377 New
LD
1998
Lipe & Dalton
New York
$85K
GWS
1999
Glassman Wealth Services
Virginia
$83K +$4.79K +21 +6%
SIAS
2000
Shine Investment Advisory Services
Colorado
$80K -$48.6K -213 -39%

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.