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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
SI
426
Stephens Inc
Arkansas
$9.38M +$1.12M +4,845 +13%
BCV
427
Banque Cantonale Vaudoise
Switzerland
$9.35M -$267K -1,160 -3%
CC
428
Courier Capital
New York
$9.35M -$22.8K -99 -0.2%
KWM
429
Kingsview Wealth Management
Oregon
$9.34M -$335K -1,452 -3%
TH
430
TCTC Holdings
Texas
$9.34M +$187K +812 +2%
DWM
431
Doyle Wealth Management
Florida
$9.26M +$2.12M +9,180 +30%
SGA
432
Strategic Global Advisors
California
$9.23M -$197K -856 -2%
CA
433
Cornerstone Advisors
North Carolina
$9.2M
SCM
434
Sio Capital Management
New York
$9.2M +$9.22M +40,000 New
AI
435
Atria Investments
North Carolina
$9.04M +$155K +673 +2%
Wolverine Trading
436
Wolverine Trading
Illinois
$8.91M +$3.18M +13,798 +54%
JC
437
Jacobs & Co
California
$8.88M +$46.8K +203 +0.5%
IIM
438
Intact Investment Management
Quebec, Canada
$8.83M
ATPW
439
Ashton Thomas Private Wealth
Arizona
$8.77M +$7.78M +33,765 +773%
AWM
440
AE Wealth Management
Kansas
$8.69M +$51.9K +225 +0.6%
KPWS
441
Kestra Private Wealth Services
Texas
$8.67M +$1.25M +5,427 +17%
SFI
442
Siemens Fonds Invest
Germany
$8.66M +$8.79M +38,133 New
FAB
443
First American Bank
Illinois
$8.64M -$77.9K -338 -0.9%
AB
444
Amalgamated Bank
New York
$8.63M -$130K -564 -1%
WF
445
Welch & Forbes
Massachusetts
$8.6M -$99.6K -432 -1%
PWLP
446
Prio Wealth Limited Partnership
Massachusetts
$8.52M -$144K -623 -2%
NMERB
447
New Mexico Educational Retirement Board
New Mexico
$8.51M -$161K -700 -2%
WAM
448
Wallington Asset Management
Indiana
$8.36M -$31.8K -138 -0.4%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$8.29M +$7.8M +33,811 +1,497%
SIM
450
Sentry Investment Management
Wisconsin
$8.28M -$415K -1,802 -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.