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2,108 hedge funds and large institutions have $110B invested in Amgen in 2019 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 669 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 64

81% more funds holding in top 10

Funds holding in top 10: 62112 (+50)

23% more capital invested

Capital invested by funds: $89.4B → $110B (+$20.6B)

12% more funds holding

Funds holding: 1,8842,108 (+224)

0.19% less ownership

Funds ownership: 77.17%76.98% (-0.19%)

20% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 839

21% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.88B

Holders
2,108
Holders Change
+224
Holders Change %
+11.89%
% of All Funds
41.53%
Holding in Top 10
112
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+80.65%
% of All Funds
2.21%
New
318
Increased
669
Reduced
839
Closed
64
Calls
$1.49B
Puts
$1.88B
Net Calls
-$387M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
551
Ipswich Investment Management
Massachusetts
$6.19M -$34.2K -155 -0.6%
MERSOM
552
Municipal Employees' Retirement System of Michigan
Michigan
$6.19M -$496K -2,250 -8%
ECM
553
Exchange Capital Management
Michigan
$6.18M -$187K -847 -3%
TNB
554
Thomasville National Bank
Georgia
$6.16M +$152K +689 +3%
WAS
555
WESPAC Advisors SoCal
California
$6.13M -$222K -1,005 -4%
MCC
556
Malaga Cove Capital
California
$6.13M -$96.1K -436 -2%
AWM
557
AE Wealth Management
Kansas
$6.11M +$313K +1,419 +6%
PVH
558
Psagot Value Holdings
Israel
$6.11M +$5.58M +25,333 New
FC
559
Forte Capital
New York
$6.1M +$29.5K +134 +0.5%
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.1M +$983K +4,459 +21%
IIM
561
Intact Investment Management
Quebec, Canada
$6.09M -$683K -3,100 -11%
RAM
562
Riggs Asset Management
Pennsylvania
$6.08M +$322K +1,461 +6%
V
563
Veritable
Delaware
$6.08M +$111K +503 +2%
CA
564
Cambridge Advisors
Nebraska
$6.08M +$5.56M +25,211 New
DCM
565
Dupont Capital Management
Delaware
$6.06M -$3.32M -15,076 -37%
Fayez Sarofim & Co
566
Fayez Sarofim & Co
Texas
$6.05M +$226K +1,023 +4%
SGH
567
Sivik Global Healthcare
Connecticut
$6.03M +$5.51M +25,000 New
EAM
568
Eagle Asset Management
Florida
$5.96M +$1.33M +6,029 +32%
OBGC
569
O'Brien Greene & Co
Pennsylvania
$5.96M -$105K -475 -2%
JWM
570
JGP Wealth Management
Oregon
$5.89M +$582K +2,639 +12%
MWNA
571
Marshall Wace North America
New York
$5.89M -$6.83K -31 -0.1%
VCM
572
Vision Capital Management
Oregon
$5.88M -$27.8K -126 -0.5%
MCP
573
Martin Capital Partners
Oregon
$5.88M +$322K +1,460 +6%
TNBTD
574
Trustmark National Bank Trust Department
Mississippi
$5.82M -$78.3K -355 -1%
DIP
575
DT Investment Partners
Pennsylvania
$5.81M +$338K +1,534 +7%

AMGN Hedge Fund Activity: Q4 2019 in Review

2,108 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2019, worth a combined $110B — up 23% from $89.4B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 64 closed out — a net gain of 254 holders — while 669 added to existing stakes and 839 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $453M. The largest seller was Invesco, cutting an estimated $1.22B.

  • 2,108 institutional investors held Amgen (AMGN) as of Q4 2019, up from 1,884 in Q3 2019.
  • Funds reported $110B of Amgen stock for Q4 2019, up 23% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2019 and 64 closed out, a net change of +254 holders.
  • The largest Amgen buyer in Q4 2019 was JP Morgan Chase, an estimated $453M added.
  • The largest Amgen seller in Q4 2019 was Invesco, an estimated $1.22B sold.

Based on aggregated 13F filings for Q4 2019.