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
NIPH
276
NN Investment Partners Holdings
Netherlands
$20.5M -$1.04M -4,532 -5%
B
277
BP
United Kingdom
$20.3M -$5.45M -23,626 -21%
CC
278
Cornerstone Capital
California
$20.3M +$297K +1,290 +1%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$20M +$790K +3,427 +4%
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$19.9M +$983K +4,265 +5%
PCH
281
Polar Capital Holdings
United Kingdom
$19.8M +$19.8M +85,919 New
CC
282
Cadinha & Co
Hawaii
$19.7M +$420K +1,821 +2%
HNB
283
Huntington National Bank
Ohio
$19.4M -$2.14M -9,264 -10%
DJSG
284
D.J. St. Germain
Massachusetts
$19.3M +$92.7K +402 +0.5%
MCM
285
MAI Capital Management
Ohio
$19.1M +$389K +1,688 +2%
OC
286
Oppenheimer & Co
New York
$19M -$180K -779 -0.9%
DnB Asset Management
287
DnB Asset Management
Norway
$18.9M +$359K +1,555 +2%
RIL
288
Rothschild Investment LLC
Illinois
$18.6M -$240K -1,040 -1%
MSA
289
Mason Street Advisors
Wisconsin
$18.5M -$450K -1,953 -2%
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.4M -$18.2K -79 -0.1%
AWM
291
Absher Wealth Management
North Carolina
$18.2M +$2.06M +8,944 +13%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$18.2M -$759K -3,292 -4%
SAM
293
Shell Asset Management
Netherlands
$18.2M -$252K -1,092 -1%
Squarepoint
294
Squarepoint
New York
$18.2M +$18.2M +78,984 New
WSFS
295
Wilmington Savings Fund Society
Delaware
$18.1M -$336K -1,456 -2%
MOACM
296
Mutual of America Capital Management
New York
$18M -$317K -1,377 -2%
NB
297
Norinchukin Bank
Japan
$17.5M +$65.7K +285 +0.4%
CIC
298
Carnegie Investment Counsel
Ohio
$17.4M +$457K +1,980 +3%
SCM
299
SKBA Capital Management
California
$17.3M +$4.17M +18,100 +32%
LIA
300
LS Investment Advisors
Michigan
$17.1M +$80.5K +349 +0.5%

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.