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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
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$15M -$3.67M -15,904 -20%
SPIA
327
Steward Partners Investment Advisory
New York
$14.9M +$133K +575 +0.9%
PA
328
Pinnacle Associates
New York
$14.7M -$1.43M -6,181 -9%
CCT
329
Country Club Trust
Missouri
$14.7M -$582K -2,524 -4%
HC
330
Henshaw Capital
Massachusetts
$14.6M +$3.78M +16,400 +35%
PHAM
331
Pacific Heights Asset Management
California
$14.5M +$1.15M +5,000 +9%
OSIA
332
O'Shares Investment Advisers
Massachusetts
$14.5M +$1.34M +5,807 +10%
PFPT
333
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.4M -$2.38M -10,331 -14%
SCM
334
Shelton Capital Management
Colorado
$14.3M -$50.7K -220 -0.4%
IMPI
335
Ilmarinen Mutual Pension Insurance
Finland
$14.3M -$6.23M -27,000 -30%
MML Investors Services
336
MML Investors Services
Massachusetts
$14.2M -$831K -3,603 -6%
LCM
337
Logan Capital Management
Pennsylvania
$14.2M +$1.08M +4,675 +8%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$14.2M +$4.51M +19,566 +46%
IG
339
ING Group
Netherlands
$14.2M +$5.91M +25,653 +71%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$14.2M +$7.35M +31,900 +107%
TF
341
TIAA FSB
Florida
$14.2M -$9.74M -42,225 -41%
PPCM
342
Pillar Pacific Capital Management
California
$14.1M +$268K +1,161 +2%
MIM
343
Marco Investment Management
Georgia
$14.1M +$3.51M +15,241 +33%
CA
344
Capitolis Advisors
New York
$14M +$14.1M +61,069 New
BB
345
Busey Bank
Illinois
$13.9M +$132K +574 +1%
HAIM
346
Hunter Associates Investment Management
Pennsylvania
$13.8M +$9.91K +43 +0.1%
ACP
347
Ashfield Capital Partners
California
$13.8M +$86K +373 +0.6%
CFG
348
Citizens Financial Group
Rhode Island
$13.8M -$190K -823 -1%
CRC
349
Curi RMB Capital
Illinois
$13.8M +$1.65M +7,138 +14%
OAM
350
Oak Asset Management
California
$13.7M +$66.9K +290 +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.