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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
JF
2126
JSF Financial
California
-$222K -922 Closed
PPSG
2127
Princeton Portfolio Strategies Group
New Jersey
-$221K -917 Closed
SIC
2128
Samalin Investment Counsel
New York
-$221K -917 Closed
SIM
2129
Sadoff Investment Management
Wisconsin
-$220K -913 Closed
SHGA
2130
Sand Hill Global Advisors
California
-$219K -910 Closed
WMA
2131
Wealth Management Associates
New Jersey
-$219K -910 Closed
RSWM
2132
Robertson Stephens Wealth Management
California
-$217K -903 Closed
CCP
2133
Clarkston Capital Partners
Michigan
-$217K -900 Closed
LWMM
2134
Legacy Wealth Management (Mississippi)
Mississippi
-$217K -900 Closed
GC
2135
Gilbert & Cook
Iowa
-$214K -889 Closed
TNA
2136
True North Advisors
Texas
-$214K -888 Closed
SFWC
2137
Strategic Family Wealth Counselors
New Jersey
-$214K -887 Closed
FSCM
2138
Front Street Capital Management
Montana
-$213K -885 Closed
BCM
2139
Bayesian Capital Management
New York
-$212K -880 Closed
EIG
2140
Ellenbecker Investment Group
Wisconsin
-$210K -873 Closed
VCP
2141
Vista Capital Partners
Oregon
-$209K -871 Closed
AP
2142
Americana Partners
Texas
-$208K -866 Closed
CAM
2143
Concorde Asset Management
Michigan
-$207K -866 Closed
TA
2144
TFG Advisers
Michigan
-$208K -864 Closed
FAT
2145
First American Trust
California
-$208K -863 Closed
IP
2146
Investment Partners
Ohio
-$208K -861 Closed
OBWP
2147
O'Brien Wealth Partners
Massachusetts
-$207K -860 Closed
SW
2148
SkyOak Wealth
Michigan
-$206K -856 Closed
SIC
2149
Sigma Investment Counselors
Michigan
-$206K -853 Closed
SWA
2150
Stratos Wealth Advisors
Ohio
-$206K -853 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.