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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
UH
501
Unigestion Holding
Switzerland
$6.84M +$2.3M +9,961 +50%
HIA
502
Harbor Investment Advisory
Maryland
$6.82M +$101K +436 +1%
HPIA
503
Hamilton Point Investment Advisors
North Carolina
$6.77M +$6.46K +28 +0.1%
VFA
504
Voya Financial Advisors
Connecticut
$6.77M -$25.8K -112 -0.4%
AHC
505
Adell Harriman & Carpenter
Texas
$6.67M -$31.1K -135 -0.5%
UAS
506
United Asset Strategies
New York
$6.66M +$255K +1,108 +4%
AMCA
507
Arthur M. Cohen & Associates
Illinois
$6.64M -$25.4K -110 -0.4%
FHA
508
First Horizon Advisors
Tennessee
$6.61M -$47.7K -207 -0.7%
FF
509
Fluent Financial
Texas
$6.6M +$978K +4,244 +17%
JAM
510
Jupiter Asset Management
United Kingdom
$6.59M +$5.83M +25,278 +740%
CTA
511
Carillon Tower Advisers
Florida
$6.58M -$12.5M -54,174 -65%
LG
512
Leuthold Group
Minnesota
$6.57M -$363K -1,575 -5%
SCM
513
Sitrin Capital Management
California
$6.55M +$29.1K +126 +0.4%
BAPIM
514
British Airways Pensions Investment Management
United Kingdom
$6.55M -$9.1M -39,476 -58%
EWM
515
Evercore Wealth Management
New York
$6.53M -$219K -950 -3%
EFIC
516
Eliot Finkel Investment Counsel
California
$6.52M -$20.8K -90 -0.3%
OCM
517
Oakwood Capital Management
California
$6.48M -$83.5K -362 -1%
KWILP
518
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.46M +$2.71M +11,768 +72%
OPTFSNA
519
Old Point Trust & Financial Services N A
Virginia
$6.45M +$64.6K +280 +1%
EP
520
Edgestream Partners
New Jersey
$6.45M -$13.2M -57,214 -67%
VNA
521
Valley National Advisers
Pennsylvania
$6.43M -$238K -1,032 -4%
ACM
522
Argyle Capital Management
Pennsylvania
$6.42M -$55.3K -240 -0.9%
BFA
523
Benedict Financial Advisors
Georgia
$6.41M +$115K +497 +2%
CBT
524
Central Bank & Trust
Kentucky
$6.31M +$37.4K +162 +0.6%
CAM
525
Cresset Asset Management
Illinois
$6.3M -$1.95M -8,445 -24%

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.