We are live on ! Find out more

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
OCM
526
One Capital Management
California
$6.29M +$1.23M +5,326 +24%
VMPIC
527
Varma Mutual Pension Insurance Co
Finland
$6.28M -$6.54M -28,362 -51%
BAM
528
Bell Asset Management
Australia
$6.28M +$299K +1,298 +5%
CCP
529
Corient Capital Partners
California
$6.27M +$150K +649 +2%
WAS
530
WESPAC Advisors SoCal
California
$6.23M +$383K +1,660 +7%
SRIM
531
Saratoga Research & Investment Management
California
$6.21M -$12.4K -54 -0.2%
SCA
532
Spearhead Capital Advisors
Florida
$6.2M +$186K +808 +3%
TFA
533
Toth Financial Advisory
Virginia
$6.2M -$75.9K -329 -1%
FVCM
534
F&V Capital Management
Florida
$6.2M +$19.6K +85 +0.3%
AP
535
Advisor Partners
California
$6.19M -$300K -1,303 -5%
CAN
536
Cetera Advisor Networks
California
$6.15M -$123K -534 -2%
RBA
537
Richard Bernstein Advisors
New York
$6.14M
TNBTD
538
Trustmark National Bank Trust Department
Mississippi
$6.1M +$300K +1,302 +5%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$6.07M -$37.1M -160,963 -86%
MIG
540
McGuire Investment Group
Rhode Island
$6.06M -$24.7K -107 -0.4%
VI
541
Vestcor Inc
New Brunswick, Canada
$6.03M +$1.86M +8,061 +44%
Fuller & Thaler Asset Management
542
Fuller & Thaler Asset Management
California
$6.01M +$310K +1,345 +5%
Twin Tree Management
543
Twin Tree Management
Texas
$6.01M +$6.03M +26,140 New
CI
544
CX Institutional
Indiana
$5.97M -$427K -1,852 -7%
VIA
545
Vident Investment Advisory
Georgia
$5.96M +$937K +4,062 +19%
EOJOAM
546
E. Ohman J:or Asset Management
Sweden
$5.95M +$392K +1,700 +7%
ECM
547
Estabrook Capital Management
New York
$5.9M -$9.91K -43 -0.2%
CCM
548
Carderock Capital Management
Maryland
$5.9M -$20.5K -89 -0.3%
FFA
549
Fragasso Financial Advisors
Pennsylvania
$5.89M +$217K +943 +4%
AP
550
Appleton Partners
Massachusetts
$5.88M -$38K -165 -0.6%

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.