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2,132 hedge funds and large institutions have $90.2B invested in Amgen in 2021 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 873 increasing their positions, 847 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 847

0.71% less ownership

Funds ownership: 75.47%74.76% (-0.71%)

9% less call options, than puts

Call options by funds: $948M | Put options by funds: $1.04B

3% less funds holding

Funds holding: 2,1952,132 (-63)

14% less capital invested

Capital invested by funds: $105B → $90.2B (-$15.1B)

22% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 146

40% less funds holding in top 10

Funds holding in top 10: 4326 (-17)

Holders
2,132
Holders Change
-63
Holders Change %
-2.87%
% of All Funds
37.32%
Holding in Top 10
26
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-39.53%
% of All Funds
0.46%
New
114
Increased
873
Reduced
847
Closed
146
Calls
$948M
Puts
$1.04B
Net Calls
-$95.8M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$565M -$1.28M -5,551 -0.2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$557M -$23M -99,938 -4%
Capital International Investors
28
Capital International Investors
California
$551M +$99.1M +430,393 +20%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$543M +$3.94M +17,109 +0.7%
PPA
30
Parametric Portfolio Associates
Washington
$509M -$174M -753,985 -24%
LSV Asset Management
31
LSV Asset Management
Illinois
$504M -$4.66M -20,225 -0.8%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$495M -$54.5M -236,723 -9%
Swiss National Bank
33
Swiss National Bank
Switzerland
$483M -$19.2M -83,300 -4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$479M -$2.81M -12,196 -0.5%
N
35
Nuveen
North Carolina
$476M -$168M -729,339 -25%
Barclays
36
Barclays
United Kingdom
$436M +$135M +586,707 +40%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$431M -$154M -669,299 -28%
AllianceBernstein
38
AllianceBernstein
Tennessee
$414M +$57.5M +249,959 +15%
Invesco
39
Invesco
Georgia
$407M +$44.3M +192,511 +11%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$394M +$132M +572,000 +45%
Fidelity International
41
Fidelity International
Bermuda
$317M -$63.5M -275,970 -16%
BGC
42
Beutel, Goodman & Co
Ontario, Canada
$314M +$27.4M +119,022 +9%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$313M -$20.3M -88,030 -6%
Allianz Asset Management
44
Allianz Asset Management
Germany
$310M +$169M +736,056 +102%
PAMS
45
Pictet Asset Management (Switzerland)
Switzerland
$310M +$335M +1,456,595 New
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$300M -$6.1M -26,516 -2%
Amundi
47
Amundi
France
$294M -$62.1M -269,915 -16%
ClearBridge Investments
48
ClearBridge Investments
New York
$290M -$788M -3,423,540 -71%
Federated Hermes
49
Federated Hermes
Pennsylvania
$276M +$87.7M +381,161 +41%
Ameriprise
50
Ameriprise
Minnesota
$272M -$40.6M -176,347 -12%

AMGN Hedge Fund Activity: Q3 2021 in Review

2,132 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2021, worth a combined $90.2B — down 14% from $105B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of AMGN and 114 opened new positions — a net loss of 32 holders — while 847 trimmed existing stakes and 873 added.

The largest buyer was BlackRock, adding an estimated $274M. The largest seller was ClearBridge Investments, cutting an estimated $788M.

  • 2,132 institutional investors held Amgen (AMGN) as of Q3 2021, down from 2,195 in Q2 2021.
  • Funds reported $90.2B of Amgen stock for Q3 2021, down 14% quarter-over-quarter.
  • 114 funds opened new Amgen positions in Q3 2021 and 146 closed out, a net change of -32 holders.
  • The largest Amgen buyer in Q3 2021 was BlackRock, an estimated $274M added.
  • The largest Amgen seller in Q3 2021 was ClearBridge Investments, an estimated $788M sold.

Based on aggregated 13F filings for Q3 2021.