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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
EWA
2051
Evolution Wealth Advisors
Florida
$21K +$19.9K +87 New
NL
2052
NVWM LLC
Pennsylvania
$20K
H
2053
Hexavest
Quebec, Canada
$19K -$35.4M -155,292 -100%
PCFFS
2054
Pacific Center for Financial Services
California
$19K
FCM
2055
Firestone Capital Management
Florida
$18K
JPLA
2056
Joseph P. Lucia & Associates
New York
$18K
LWA
2057
Lowe Wealth Advisors
Maryland
$18K
MA
2058
Modus Advisors
Minnesota
$18K +$17.1K +75 New
AJ
2059
Ashburton (Jersey)
Jersey
$17K -$30.8K -135 -65%
FWM
2060
FSA Wealth Management
Massachusetts
$15K +$3.42K +15 +31%
CG
2061
Cutler Group
California
$14K -$28.1K -123 -66%
TC
2062
Truvestments Capital
Florida
$14K
RIA
2063
RPG Investment Advisory
California
$14K +$13.5K +59 New
LS
2064
Leelyn Smith
Illinois
$13K +$6.84K +30 +111%
CWM
2065
Cedar Wealth Management
California
$12K -$12.3K -54 -52%
LFG
2066
Larson Financial Group
Missouri
$12K
MSFP
2067
Mark Sheptoff Financial Planning
Connecticut
$12K
CMA
2068
Cedar Mountain Advisors
Oregon
$12K +$5.93K +26 +100%
AIC
2069
Archer Investment Corporation
Indiana
$10.4K +$10K +44 New
VRM
2070
Vectors Research Management
New York
$10K
FCH
2071
Freestone Capital Holdings
Washington
$9.82K +$267K +1,172 +3%
IWP
2072
IAG Wealth Partners
Wisconsin
$9K
HS
2073
Horan Securities
United States
$9K +$8.44K +37 New
CA
2074
Centerpoint Advisors
Massachusetts
$8K
RWB
2075
RMR Wealth Builders
New Jersey
$8K +$7.3K +32 New

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.