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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
LFG
2001
Larson Financial Group
Missouri
$10K -$1.53K -7 -12%
FWM
2002
FSA Wealth Management
Massachusetts
$10K
OAJ
2003
Ogorek Anthony Joseph
New York
$10K
VRM
2004
Vectors Research Management
New York
$9K
AC
2005
AlphaCore Capital
California
$9K +$9.83K +45 New
FCH
2006
Freestone Capital Holdings
Washington
$8.2K -$1.42M -6,502 -14%
IWP
2007
IAG Wealth Partners
Wisconsin
$8K
MWM
2008
MBE Wealth Management
Wisconsin
$8K +$9.39K +43 New
CA
2009
Centerpoint Advisors
Massachusetts
$7K
FMP
2010
Financial Management Professionals
Texas
$7K
BII
2011
Bainco International Investors
Massachusetts
$7K +$7.86K +36 New
CAGAS
2012
Capital Advisory Group Advisory Services
Minnesota
$7K +$7.86K +36 New
CIAS
2013
CBIZ Investment Advisory Services
Ohio
$6K
LS
2014
Leelyn Smith
Illinois
$5K -$437 -2 -7%
CMA
2015
Cedar Mountain Advisors
Oregon
$5K
LCC
2016
Lincoln Capital Corp
Rhode Island
$4.64K +$218K +996 +5%
BEI
2017
Benjamin Edwards Inc
Missouri
$4K
LFG
2018
LifePlan Financial Group
Ohio
$4K
HWM
2019
HighMark Wealth Management
Minnesota
$4K +$218 +1 +5%
CFN
2020
Cordasco Financial Network
Florida
$4K +$4.37K +20 New
DCM
2021
Davis Capital Management
Florida
$4K +$4.59K +21 New
SI
2022
Sprott Inc
Ontario, Canada
$3.04K
SCA
2023
Stuart Chaussee & Associates
California
$3K -$26.2K -120 -88%
WCM
2024
Wealthcare Capital Management
Virginia
$3K -$6.55K -30 -67%
FEG
2025
Financial Enhancement Group
Indiana
$3K

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.