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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
SGA
426
Strategic Global Advisors
California
$9.96M -$48.5K -220 -0.5%
IG
427
ING Group
Netherlands
$9.86M -$31.4M -142,520 -78%
DIA
428
Davidson Investment Advisors
Montana
$9.84M -$2.33M -10,550 -21%
TCOV
429
Trust Company of Vermont
Vermont
$9.81M -$122K -553 -1%
MME
430
Meag Munich Ergo
Germany
$9.8M -$3.5M -15,878 -28%
PAG
431
Private Advisor Group
New Jersey
$9.76M -$1.14M -5,174 -11%
BG
432
Bellevue Group
Switzerland
$9.73M -$3.82M -17,350 -30%
VMPIC
433
Varma Mutual Pension Insurance Co
Finland
$9.64M +$4.41M +20,000 +100%
Voloridge Investment Management
434
Voloridge Investment Management
Florida
$9.58M -$2.06M -9,365 -19%
TAM
435
Tocqueville Asset Management
New York
$9.55M -$9.13M -41,421 -51%
JC
436
Jacobs & Co
California
$9.54M +$144K +655 +2%
SPIA
437
Steward Partners Investment Advisory
New York
$9.52M +$90.6K +411 +1%
OSIA
438
O'Shares Investment Advisers
Massachusetts
$9.52M +$575K +2,608 +7%
TH
439
TCTC Holdings
Texas
$9.52M -$103K -465 -1%
HR
440
Howe & Rusling
New York
$9.51M -$1.37M -6,215 -14%
CTA
441
Carillon Tower Advisers
Florida
$9.45M -$639K -2,900 -7%
Daiwa Securities Group
442
Daiwa Securities Group
Japan
$9.39M +$196K +890 +2%
RBA
443
Richard Bernstein Advisors
New York
$9.29M
PCA
444
Private Capital Advisors
Connecticut
$9.23M -$16.5K -75 -0.2%
COPPSERS
445
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.22M -$36.6K -166 -0.4%
LSA
446
L & S Advisors
California
$9.22M +$1.6M +7,270 +23%
SI
447
Stephens Inc
Arkansas
$9.18M +$2.08M +9,442 +33%
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$9.16M -$208K -944 -2%
SIM
449
Sentry Investment Management
Wisconsin
$9.15M
HAI
450
Hennessy Advisors Inc
California
$9.11M -$485K -2,200 -6%

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.