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2,108 hedge funds and large institutions have $110B invested in Amgen in 2019 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 669 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 64

81% more funds holding in top 10

Funds holding in top 10: 62112 (+50)

23% more capital invested

Capital invested by funds: $89.4B → $110B (+$20.6B)

12% more funds holding

Funds holding: 1,8842,108 (+224)

0.19% less ownership

Funds ownership: 77.17%76.98% (-0.19%)

20% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 839

21% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.88B

Holders
2,108
Holders Change
+224
Holders Change %
+11.89%
% of All Funds
41.53%
Holding in Top 10
112
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+80.65%
% of All Funds
2.21%
New
318
Increased
669
Reduced
839
Closed
64
Calls
$1.49B
Puts
$1.88B
Net Calls
-$387M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
326
Edmond de Rothschild Holding
Switzerland
$15.5M -$918K -4,166 -6%
TTWM
327
TCV Trust & Wealth Management
Virginia
$15.5M +$62.2K +282 +0.4%
DILIC
328
Dai-ichi Life Insurance Company
Japan
$15.5M +$1.05M +4,746 +8%
WJWM
329
Williams Jones Wealth Management
New York
$15.4M -$110K -498 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
330
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.4M -$14.3M -64,806 -50%
Grantham, Mayo, Van Otterloo & Co (GMO)
331
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.3M -$2.91M -13,200 -17%
PP
332
Palladium Partners
Virginia
$15.3M -$3.59M -16,282 -20%
CFG
333
Citizens Financial Group
Rhode Island
$15.3M -$337K -1,531 -2%
AWM
334
Absher Wealth Management
North Carolina
$15.2M +$14.9M +67,659 New
GW
335
GW & Wade
Massachusetts
$15.2M +$979K +4,440 +8%
TF
336
TIAA FSB
Florida
$15.2M +$220K +996 +2%
II
337
IFM Investors
Australia
$15.1M -$804K -3,649 -6%
OAM
338
Oak Asset Management
California
$15M -$357K -1,621 -3%
GC
339
Grimes & Company
Massachusetts
$15M -$446K -2,022 -3%
LCM
340
LVM Capital Management
Michigan
$15M -$156K -708 -1%
SW
341
SVB Wealth
Massachusetts
$14.9M -$650K -2,950 -5%
BWP
342
Baldwin Wealth Partners
Massachusetts
$14.8M -$138K -625 -1%
SCM
343
SKBA Capital Management
California
$14.7M -$772K -3,500 -5%
B
344
BP
United Kingdom
$14.7M -$132K -600 -1%
RHAM
345
Round Hill Asset Management
California
$14.6M -$141K -641 -1%
NGM
346
North Growth Management
British Columbia, Canada
$14.6M
ACP
347
Ashfield Capital Partners
California
$14.5M +$190K +860 +1%
CM
348
Crestline Management
Texas
$14.5M +$13.2M +60,000 New
SAM
349
Securian Asset Management
Minnesota
$14.4M -$524K -2,379 -4%
HAIM
350
Hunter Associates Investment Management
Pennsylvania
$14.4M -$184K -834 -1%

AMGN Hedge Fund Activity: Q4 2019 in Review

2,108 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2019, worth a combined $110B — up 23% from $89.4B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 64 closed out — a net gain of 254 holders — while 669 added to existing stakes and 839 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $453M. The largest seller was Invesco, cutting an estimated $1.22B.

  • 2,108 institutional investors held Amgen (AMGN) as of Q4 2019, up from 1,884 in Q3 2019.
  • Funds reported $110B of Amgen stock for Q4 2019, up 23% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2019 and 64 closed out, a net change of +254 holders.
  • The largest Amgen buyer in Q4 2019 was JP Morgan Chase, an estimated $453M added.
  • The largest Amgen seller in Q4 2019 was Invesco, an estimated $1.22B sold.

Based on aggregated 13F filings for Q4 2019.