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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
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$704M -$121M -525,306 -15%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$664M
Charles Schwab
28
Charles Schwab
California
$639M +$5.35M +23,212 +0.8%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$620M -$58.4M -253,424 -9%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$611M +$4.8M +20,800 +0.8%
LSV Asset Management
31
LSV Asset Management
Illinois
$587M -$40.9M -177,529 -6%
KBC Group
32
KBC Group
Belgium
$569M -$28.1M -121,962 -21%
Capital International Investors
33
Capital International Investors
California
$538M -$175M -759,446 -24%
Swiss National Bank
34
Swiss National Bank
Switzerland
$521M -$7.7M -33,400 -1%
Invesco
35
Invesco
Georgia
$499M -$233M -1,011,596 -32%
Goldman Sachs
36
Goldman Sachs
New York
$494M +$12.2M +53,029 +3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$461M +$11.5M +49,664 +3%
PI
38
Putnam Investments
Massachusetts
$451M +$1.84M +7,978 +0.4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$430M -$8.24M -35,721 -2%
Franklin Resources
40
Franklin Resources
California
$427M -$2.53M -10,986 -0.6%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$398M +$34.4M +149,318 +9%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$380M -$12.6M -54,801 -3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$371M +$58.6M +254,085 +19%
RJA
44
Raymond James & Associates
Florida
$362M -$38.7M -167,937 -10%
CS
45
Credit Suisse
Switzerland
$359M +$38.4M +166,762 +12%
AAMU
46
Amundi Asset Management US
Massachusetts
$351M +$56M +242,925 +19%
Ameriprise
47
Ameriprise
Minnesota
$316M -$50.5M -219,017 -14%
CS
48
Candriam SCA
Luxembourg
$304M +$14.3M +61,831 +5%
First Trust Advisors
49
First Trust Advisors
Illinois
$281M +$36.9M +160,041 +15%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$277M -$17.1M -74,164 -6%

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.