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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1B +$256M +1,173,630 +2%
BlackRock
2
BlackRock
New York
$9.42B +$45M +205,870 +0.4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$6.71B -$486M -2,226,994 -6%
State Street
4
State Street
Massachusetts
$5.31B -$4.24M -19,393 -0.1%
Primecap Management
5
Primecap Management
California
$3.75B +$40M +183,075 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.58B -$1.49B -6,843,230 -28%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.05B +$19.2M +88,020 +0.9%
Northern Trust
8
Northern Trust
Illinois
$1.62B -$9.43M -43,183 -0.5%
Bank of America
9
Bank of America
North Carolina
$1.58B +$56.8M +260,081 +3%
Morgan Stanley
10
Morgan Stanley
New York
$1.47B +$110M +501,592 +7%
Wells Fargo
11
Wells Fargo
California
$1.45B +$9.52M +43,582 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.32B -$64.3M -294,594 -4%
Norges Bank
13
Norges Bank
Norway
$1.25B -$23.2M -106,421 -2%
Capital International Investors
14
Capital International Investors
California
$1.16B +$204M +933,191 +20%
JP Morgan Chase
15
JP Morgan Chase
New York
$912M +$257M +1,178,068 +35%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$899M +$111M +507,220 +13%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$893M +$18.6M +84,984 +2%
ClearBridge Investments
18
ClearBridge Investments
New York
$835M +$541M +2,478,922 +151%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$822M +$121M +553,220 +16%
Deutsche Bank
20
Deutsche Bank
Germany
$805M +$90M +412,124 +12%
Aristotle Capital Management
21
Aristotle Capital Management
California
$794M +$22.5M +102,970 +3%
Legal & General Group
22
Legal & General Group
United Kingdom
$785M +$9.01M +41,227 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$763M -$37.3M -170,575 -4%
Renaissance Technologies
24
Renaissance Technologies
New York
$760M +$129M +590,465 +19%
N
25
Nuveen
North Carolina
$757M -$102M -465,451 -11%

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.