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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
CCA
2151
Conservest Capital Advisors
Pennsylvania
-$205K -851 Closed
SIG
2152
Sargent Investment Group
Maryland
-$205K -850 Closed
CWM
2153
Confluence Wealth Management
Oregon
-$204K -846 Closed
GFP
2154
Gryphon Financial Partners
Ohio
-$203K -844 Closed
WCM
2155
Wallace Capital Management
Texas
-$203K -844 Closed
SCM
2156
Stordahl Capital Management
Colorado
-$203K -843 Closed
MTC
2157
McDaniel Terry & Co
Texas
-$203K -842 Closed
MNBTD
2158
Moody National Bank Trust Division
Texas
-$200K -830 Closed
SCI
2159
S&CO Inc
Massachusetts
-$200K -830 Closed
IUHSA
2160
Itau Unibanco Holding S.A.
Brazil
-$194K -805 Closed
IWA
2161
Intercontinental Wealth Advisors
Texas
-$151K -653 Closed
ONST
2162
Old North State Trust
North Carolina
-$155K -641 Closed
RA
2163
Rational Advisors
New York
-$150K -624 Closed
HCA
2164
Horan Capital Advisors
Ohio
-$138K -572 Closed
MUS
2165
Mitsubishi UFJ Securities
Japan
-$121K -500 Closed
PA
2166
PSI Advisors
Florida
-$104K -432 Closed
HWM
2167
Howard Wealth Management
Connecticut
-$99K -413 Closed
WAM
2168
Wolverine Asset Management
Illinois
-$99K -412 Closed
AFS
2169
Aft Forsyth & Sober
Florida
-$94K -390 Closed
CFD
2170
Creative Financial Designs
Indiana
-$75K -312 Closed
IA
2171
IndexIQ Advisors
New York
-$50K -207 Closed
FPS
2172
Fieldpoint Private Securities
Connecticut
-$48K -198 Closed
BCI
2173
Brinker Capital Investments
Pennsylvania
-$38K -157 Closed
PCM
2174
Prelude Capital Management
New York
-$29K -119 Closed
AA
2175
Advisory Alpha
Michigan
-$24.4K -103 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.