We are live on ! Find out more

2,219 hedge funds and large institutions have $101B invested in Amgen in 2020 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 917 increasing their positions, 762 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 133

20% more repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 762

4% more funds holding

Funds holding: 2,1282,219 (+91)

0.69% less ownership

Funds ownership: 76.17%75.49% (-0.69%)

11% less capital invested

Capital invested by funds: $113B → $101B (-$12B)

13% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.07B

53% less funds holding in top 10

Funds holding in top 10: 11152 (-59)

Holders
2,219
Holders Change
+91
Holders Change %
+4.28%
% of All Funds
39.26%
Holding in Top 10
52
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-53.15%
% of All Funds
0.92%
New
259
Increased
917
Reduced
762
Closed
133
Calls
$932M
Puts
$1.07B
Net Calls
-$141M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$29.6M -$794K -3,445 -3%
RRAM
227
River Road Asset Management
Kentucky
$29.3M -$8.9M -38,596 -23%
Brown Advisory
228
Brown Advisory
Maryland
$29.1M +$1.46M +6,333 +5%
UIM
229
USS Investment Management
United Kingdom
$28.8M -$3.69M -16,000 -11%
ALAM
230
Asahi Life Asset Management
Japan
$28.7M +$219K +950 +0.8%
WBC
231
Westpac Banking Corp
Australia
$28.3M +$6.6M +28,608 +30%
SDIC
232
South Dakota Investment Council
South Dakota
$28.2M +$11.3M +48,990 +66%
PI
233
PineBridge Investments
New York
$28.2M +$6.03M +26,162 +27%
USAA
234
United Services Automobile Association
Texas
$28.1M
WCM
235
Wedge Capital Management
North Carolina
$28M +$2.99M +12,969 +12%
QI
236
QS Investors
New York
$27.4M +$12.3M +53,195 +81%
EAM
237
Erste Asset Management
Austria
$27.3M -$2.15M -9,337 -7%
BF
238
BOK Financial
Oklahoma
$27M -$308K -1,338 -1%
MWNA
239
Marshall Wace North America
New York
$27M +$9.27M +40,207 +52%
FCI
240
Financial Counselors Inc
Kansas
$26.9M -$1.62M -7,026 -6%
URS
241
Utah Retirement Systems
Utah
$26.9M +$876K +3,800 +3%
DADC
242
D.A. Davidson & Co
Montana
$26.5M +$1.09M +4,719 +4%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$26.4M -$21.1M -91,553 -44%
BAM
244
Berkshire Asset Management
Pennsylvania
$26.2M +$2.02M +8,779 +8%
MHC
245
Meyer Handelman Company
New York
$26M +$490K +2,125 +2%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$25.8M +$5.98M +25,935 +30%
CAM
247
ClariVest Asset Management
California
$25.7M -$3.97M -17,225 -13%
BIAS
248
Beacon Investment Advisory Services
New Jersey
$25.6M -$352K -1,525 -1%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$25.6M +$1.06M +4,578 +4%
UCFA
250
United Capital Financial Advisors
Texas
$25.6M +$1.14M +4,924 +5%

AMGN Hedge Fund Activity: Q4 2020 in Review

2,219 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2020, worth a combined $101B — down 11% from $113B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new AMGN positions and 133 closed out — a net gain of 126 holders — while 917 added to existing stakes and 762 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $272M. The largest seller was JP Morgan Chase, cutting an estimated $699M.

  • 2,219 institutional investors held Amgen (AMGN) as of Q4 2020, up from 2,128 in Q3 2020.
  • Funds reported $101B of Amgen stock for Q4 2020, down 11% quarter-over-quarter.
  • 259 funds opened new Amgen positions in Q4 2020 and 133 closed out, a net change of +126 holders.
  • The largest Amgen buyer in Q4 2020 was Morgan Stanley, an estimated $272M added.
  • The largest Amgen seller in Q4 2020 was JP Morgan Chase, an estimated $699M sold.

Based on aggregated 13F filings for Q4 2020.