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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
IRAG
2001
Investment Research & Advisory Group
Georgia
$154K
PS
2002
Planned Solutions
California
$154K +$150K +604 New
LWS
2003
Lucia Wealth Services
California
$153K +$3.47K +14 +2%
FPFS
2004
First Personal Financial Services
North Carolina
$152K
PP
2005
Pacifica Partners
Canada
$152K
WLPWM
2006
Walled Lake Planning & Wealth Management
Illinois
$152K
TFM
2007
TFC Financial Management
Massachusetts
$149K +$145K +585 New
VCM
2008
Versant Capital Management
Arizona
$148K
HCA
2009
Horan Capital Advisors
Ohio
$143K +$139K +562 New
GWS
2010
Glassman Wealth Services
Virginia
$142K +$51.5K +208 +59%
APWA
2011
Atlas Private Wealth Advisors
New Jersey
$136K
POIA
2012
Pin Oak Investment Advisors
Texas
$135K
GC
2013
Grace Capital
Massachusetts
$135K +$132K +531 New
ED
2014
Exane Derivatives
France
$133K -$2.24M -9,047 -95%
BHWM
2015
Bay Harbor Wealth Management
Maryland
$131K -$21.8K -88 -15%
MHR
2016
Matthew Hamilton Rosenberg
$129K
MWP
2017
Meridian Wealth Partners
Pennsylvania
$129K +$743 +3 +0.6%
M
2018
Mirova
France
$123K -$115K -463 -49%
NPP
2019
New Potomac Partners
Maryland
$123K -$14.9K -60 -11%
MWC
2020
MBM Wealth Consultants
Missouri
$117K -$18.6K -75 -14%
ME
2021
McIlrath & Eck
Washington
$115K
CFO
2022
CVA Family Office
Colorado
$110K
AWA
2023
Arkadios Wealth Advisors
Georgia
$108K
CCM
2024
Copeland Capital Management
Pennsylvania
$104K
BWM
2025
BNC Wealth Management
Oregon
$104K +$101K +409 New

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.