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Amgen
AMGN

2,218 hedge funds and large institutions have $109B invested in Amgen in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 921 increasing their positions, 846 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 123

8% more capital invested

Capital invested by funds: $101B → $109B (+$7.73B)

2% more funds holding in top 10

Funds holding in top 10: 52 → 53 (+1)

9% more repeat investments, than reductions

Existing positions increased: 921 | Existing positions reduced: 846

0.78% more ownership

Funds ownership: 75.49% → 76.27% (+0.78%)

0% more funds holding

Funds holding: 2,218 → 2,218 (0)

4% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.07B

Holders
2,218
Holders Change
–
Holders Change %
0%
% of All Funds
38.95%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.93%
New
146
Increased
921
Reduced
846
Closed
123
Calls
$1.03B
Puts
$1.07B
Net Calls
-$38M
Net Calls Change
+$103M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$857M
2
Fidelity International
Fidelity International
Bermuda
+$263M
3
Franklin Resources
Franklin Resources
California
+$262M
4
BlackRock
BlackRock
New York
+$231M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$210M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
2
Canada Life
Canada Life
Manitoba, Canada
-$145M
3
N
Nuveen
North Carolina
-$105M
4
WP
Woodline Partners
California
-$99.3M
5
State Street
State Street
Massachusetts
-$95.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$774M +$8.73M +36,603 +1%
Franklin Resources
27
Franklin Resources
California
$735M +$262M +1,096,236 +59%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$719M – – –
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$711M -$48.7M -204,010 -7%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$673M +$1.79M +7,487 +0.3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$659M -$2.01M -8,414 -0.3%
LSV Asset Management
32
LSV Asset Management
Illinois
$601M -$33.5M -140,258 -5%
Swiss National Bank
33
Swiss National Bank
Switzerland
$571M +$6.78M +28,400 +1%
Invesco
34
Invesco
Georgia
$542M +$1.47M +6,160 +0.3%
Goldman Sachs
35
Goldman Sachs
New York
$538M +$2.47M +10,366 +0.5%
Capital International Investors
36
Capital International Investors
California
$490M -$88.6M -371,136 -16%
Fidelity International
37
Fidelity International
Bermuda
$486M +$263M +1,100,742 +129%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$485M -$13.2M -55,374 -3%
PI
39
Putnam Investments
Massachusetts
$481M -$6.5M -27,255 -1%
AllianceBernstein
40
AllianceBernstein
Tennessee
$450M -$14.5M -60,675 -3%
AAMU
41
Amundi Asset Management US
Massachusetts
$429M +$47.2M +197,747 +13%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$409M -$20.3M -85,060 -5%
RJA
43
Raymond James & Associates
Florida
$398M +$5.98M +25,045 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$392M -$18.8M -78,955 -5%
Ameriprise
45
Ameriprise
Minnesota
$359M +$16.1M +67,404 +5%
CS
46
Credit Suisse
Switzerland
$327M -$59.6M -249,880 -16%
Citigroup
47
Citigroup
New York
$320M +$25.8M +108,326 +9%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$312M -$70.7M -296,490 -19%
Barclays
49
Barclays
United Kingdom
$308M +$63.4M +265,594 +27%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$303M +$2.41M +10,100 +0.8%
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AMGN Hedge Fund Activity: Q1 2021 in Review

2,218 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2021, worth a combined $109B — up 7.6% from $101B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new AMGN positions and 123 closed out — a net gain of 23 holders — while 921 added to existing stakes and 846 trimmed.

The largest buyer was Charles Schwab, adding an estimated $857M. The largest seller was Fidelity Investments, cutting an estimated $606M.

  • 2,218 institutional investors held Amgen (AMGN) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $109B of Amgen stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 146 funds opened new Amgen positions in Q1 2021 and 123 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q1 2021 was Charles Schwab, an estimated $857M added.
  • The largest Amgen seller in Q1 2021 was Fidelity Investments, an estimated $606M sold.

Based on aggregated 13F filings for Q1 2021.