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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
JG
251
Jefferies Group
New York
$25.5M +$24.2M +104,970 +1,747%
William Blair & Company
252
William Blair & Company
Illinois
$25.4M +$1.76M +7,651 +7%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$25.4M -$2.54M -11,003 -9%
MIS
254
Morningstar Investment Services
Illinois
$25.2M -$1.46M -6,352 -5%
LCAM
255
London & Capital Asset Management
United Kingdom
$25M +$2.05M +8,875 +9%
Creative Planning
256
Creative Planning
Kansas
$24.9M -$49.1K -213 -0.2%
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$24.8M -$1.17M -5,093 -5%
X
258
Xponance
Pennsylvania
$24.8M -$30.7K -133 -0.1%
BCM
259
Becker Capital Management
Oregon
$24.4M +$111K +481 +0.5%
CGH
260
Crossmark Global Holdings
Texas
$24.1M +$11.3M +48,907 +87%
TPSF
261
Texas Permanent School Fund
Texas
$23.6M -$1.72M -7,466 -7%
ACI
262
Alpha Cubed Investments
California
$23.5M -$241K -1,047 -1%
Nomura Holdings
263
Nomura Holdings
Japan
$23.4M +$3.67M +15,926 +18%
MA
264
MUFG Americas
New York
$23.3M +$423K +1,834 +2%
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$22.8M -$693K -3,005 -3%
MAM
266
Madison Asset Management
Wisconsin
$22.3M -$422K -1,832 -2%
RG
267
Rathbones Group
United Kingdom
$22M +$2.1M +9,121 +11%
BMSSC
268
B. Metzler seel. Sohn & Co
Germany
$21.4M +$19.8M +85,917 New
IR
269
IAT Reinsurance
New York
$21.3M
KIA
270
KCM Investment Advisors
California
$21.2M +$1.6M +6,934 +8%
FT
271
Fiduciary Trust
Massachusetts
$21.1M +$14.3K +62 +0.1%
O
272
OrbiMed
New York
$21M
VWM
273
Valley Wealth Managers
New Jersey
$20.8M +$260K +1,129 +1%
HIMC
274
Heritage Investors Management Corp
Maryland
$20.8M -$42K -182 -0.2%
WIA
275
Wealthstreet Investment Advisors
Texas
$20.7M -$190K -825 -0.9%

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.