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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
GHA
301
GW Henssler & Associates
Georgia
$17.1M +$284K +1,233 +2%
Public Sector Pension Investment Board (PSP Investments)
302
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.8M -$5.78M -25,070 -26%
DIA
303
Dana Investment Advisors
Wisconsin
$16.8M -$3.14M -13,619 -16%
PTC
304
Philadelphia Trust Company
Pennsylvania
$16.8M +$1.69M +7,322 +11%
COPPSERS
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.7M +$4.26M +18,476 +34%
Fisher Asset Management
306
Fisher Asset Management
Washington
$16.6M +$168K +730 +1%
GW
307
GW & Wade
Massachusetts
$16.6M +$1.3M +5,634 +8%
IBT
308
International Biotechnology Trust
United Kingdom
$16.5M +$6.46M +28,000 +64%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$16.2M +$1.8M +7,809 +12%
NAM
310
NorthCoast Asset Management
Connecticut
$16M -$25.4K -110 -0.2%
PAM
311
Palisade Asset Management
Minnesota
$15.9M +$241K +1,045 +2%
RJT
312
Raymond James Trust
Florida
$15.8M -$709K -3,074 -4%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$15.8M +$344K +1,492 +2%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$15.8M +$1.61M +6,988 +11%
JA
315
JLB & Associates
Michigan
$15.6M +$51.2K +222 +0.3%
BS
316
Banco Santander
Spain
$15.6M -$2.28M -9,871 -13%
NAM
317
Nissay Asset Management
Japan
$15.5M -$988K -4,285 -6%
BAMF
318
BI Asset Management Fondsmaeglerselskab
Denmark
$15.4M +$4.17M +18,078 +37%
LCM
319
LVM Capital Management
Michigan
$15.3M +$239K +1,037 +2%
UBV
320
United Bank (Virginia)
Virginia
$15.2M +$577K +2,504 +4%
TAF
321
Tredje AP-fonden
Sweden
$15.2M
WJWM
322
Williams Jones Wealth Management
New York
$15.1M +$102K +442 +0.7%
GC
323
Grimes & Company
Massachusetts
$15.1M +$2.4M +10,398 +19%
BPB
324
Badgley, Phelps & Bell
Washington
$15.1M -$1.06M -4,603 -7%
PWP
325
Principle Wealth Partners
Connecticut
$15.1M +$1.77M +7,668 +13%

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.