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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
JP Morgan Chase
26
JP Morgan Chase
New York
$800M +$453M +2,054,336 +162%
Renaissance Technologies
27
Renaissance Technologies
New York
$762M -$110M -498,548 -14%
UBS Group
28
UBS Group
Switzerland
$727M +$55.5M +251,813 +9%
UBS AM
29
UBS AM
Illinois
$698M +$10.8M +49,190 +2%
State Farm Mutual Automobile Insurance
30
State Farm Mutual Automobile Insurance
Illinois
$697M -$82.2M -373,102 -11%
Charles Schwab
31
Charles Schwab
California
$676M -$14.4M -65,428 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$581M +$1.28M +5,811 +0.2%
PPA
33
Parametric Portfolio Associates
Washington
$578M +$9.45M +42,873 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$575M +$2.21M +10,043 +0.4%
PI
35
Putnam Investments
Massachusetts
$546M +$44.9M +203,549 +10%
Franklin Resources
36
Franklin Resources
California
$492M -$58.2M -264,143 -11%
Ameriprise
37
Ameriprise
Minnesota
$468M +$63.8M +289,519 +18%
Swiss National Bank
38
Swiss National Bank
Switzerland
$456M -$27.2M -123,300 -6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$451M -$4.63M -21,021 -1%
Invesco
40
Invesco
Georgia
$397M -$1.22B -5,513,983 -77%
ClearBridge Investments
41
ClearBridge Investments
New York
$394M -$161M -731,550 -31%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$393M -$49M -222,100 -12%
Winslow Capital Management
43
Winslow Capital Management
Minnesota
$367M +$336M +1,523,938 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$364M +$46.2M +209,407 +16%
Barclays
45
Barclays
United Kingdom
$353M -$24.4M -110,649 -7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$353M -$22.4M -101,764 -6%
PAMU
47
Pictet Asset Management (UK)
United Kingdom
$349M -$9.9M -44,922 -3%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$349M -$20.2M -91,634 -6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$346M -$5.76M -26,151 -2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$331M +$40.2M +182,509 +15%

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.