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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
JHCP
2101
Jackson Hole Capital Partners
Oklahoma
-$286K -1,187 Closed
Jones Financial Companies
2102
Jones Financial Companies
Missouri
-$280K -1,162 Closed
WAM
2103
Wakefield Asset Management
Colorado
-$279K -1,158 Closed
FFIC
2104
First Fiduciary Investment Counsel
Ohio
-$265K -1,100 Closed
RWM
2105
RBA Wealth Management
California
-$264K -1,100 Closed
GCC
2106
Guardian Capital (Canada)
Ontario, Canada
-$265K -1,099 Closed
TVAMP
2107
Tennessee Valley Asset Management Partners
Tennessee
-$261K -1,081 Closed
FI
2108
Fosun International
China
-$251K -1,040 Closed
DAC
2109
Dividend Assets Capital
South Carolina
-$246K -1,020 Closed
SAM
2110
SignalPoint Asset Management
Missouri
-$242K -1,007 Closed
C
2111
Certuity
Florida
-$242K -1,002 Closed
IDA
2112
Intelligence Driven Advisers
California
-$239K -992 Closed
BFPW
2113
BOK Financial Private Wealth
Colorado
-$238K -989 Closed
FC
2114
Fulcrum Capital
Washington
-$237K -985 Closed
CG
2115
Corundum Group
Colorado
-$235K -973 Closed
TSS
2116
Two Sigma Securities
New York
-$211K -966 Closed
SWMG
2117
Strategic Wealth Management Group
Maryland
-$231K -958 Closed
SC
2118
Schulhoff & Co
Ohio
-$229K -951 Closed
GAM
2119
Grandview Asset Management
Pennsylvania
-$228K -948 Closed
GCA
2120
Gradient Capital Advisors
California
-$228K -946 Closed
GLA
2121
Good Life Advisors
Pennsylvania
-$227K -940 Closed
HTHT
2122
Hemenway Trust Hemenway Trust
New Hampshire
-$226K -937 Closed
PCAP
2123
Pratt Collard Advisory Partners
New York
-$225K -935 Closed
SFG
2124
Summit Financial Group
West Virginia
-$225K -933 Closed
SCG
2125
Sonata Capital Group
Washington
-$223K -924 Closed

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.