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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
SWM
2026
Sugarloaf Wealth Management
Georgia
$47K
TIM
2027
Tortoise Investment Management
New York
$47K
GG
2028
Gleason Group
Kentucky
$46K
MLFP
2029
MPS Loria Financial Planners
Illinois
$45K +$43.4K +190 New
ST
2030
Sageworth Trust
Pennsylvania
$43K +$1.37K +6 +3%
1IA
2031
1834 Investment Advisors
Wisconsin
$42K
SQA
2032
Simon Quick Advisors
New Jersey
$41K -$31K -136 -44%
AFS
2033
Aft Forsyth & Sober
Florida
$41K +$39.9K +175 New
CCM
2034
Cribstone Capital Management
Maine
$40K +$3.42K +15 +10%
BC
2035
Belmont Capital
California
$35K
IF
2036
Ironwood Financial
Arizona
$35K
PW
2037
Price Wealth
Texas
$33K +$9.58K +42 +43%
HI
2038
Hoey Investments
Pennsylvania
$30K
EWM
2039
Elmwood Wealth Management
California
$29K +$3.19K +14 +13%
AS
2040
Altshuler Shaham
Israel
$28K +$2.74K +12 +11%
BDWM
2041
Brewin Dolphin Wealth Management
Ireland
$26.9K +$26K +114 New
CFG
2042
CKW Financial Group
Hawaii
$26K
RTC
2043
Riverview Trust Company
Washington
$25K
DRS
2044
Deane Retirement Strategies
Louisiana
$24K
HF
2045
Halpern Financial
Virginia
$23.8K +$10.3K +45 +80%
LWM
2046
Lenox Wealth Management
Ohio
$23K -$112K -493 -83%
SFG
2047
Sowa Financial Group
Rhode Island
$22K
SL
2048
Savior LLC
Massachusetts
$22K +$5.02K +22 +31%
KFS
2049
Kelly Financial Services
Massachusetts
$21.8K
JAM
2050
JCIC Asset Management
Ontario, Canada
$21K

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.