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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
KWILP
576
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.8M -$406K -1,840 -7%
BWM
577
Buckley Wealth Management
Nevada
$5.8M -$211K -955 -4%
BC
578
Burleson & Co
California
$5.79M -$68.6K -311 -1%
Capstone Investment Advisors
579
Capstone Investment Advisors
New York
$5.78M +$4.19M +19,000 +383%
FFA
580
Fragasso Financial Advisors
Pennsylvania
$5.77M +$182K +824 +4%
FBC
581
Fairfield, Bush & Co
Connecticut
$5.76M -$110K -500 -2%
NGA
582
Naples Global Advisors
Florida
$5.75M -$5.51K -25 -0.1%
IWA
583
IBEX Wealth Advisors
New Jersey
$5.74M +$305K +1,384 +6%
GFPC
584
Global Financial Private Capital
Florida
$5.7M +$2.55M +11,555 +96%
OIM
585
Opus Investment Management
Massachusetts
$5.69M -$441K -2,000 -8%
MLL
586
Moody Lynn & Lieberson
Massachusetts
$5.57M +$5.09M +23,099 New
NMIMC
587
Northwestern Mutual Investment Management Company
Wisconsin
$5.56M +$54K +245 +1%
NSIM
588
North Star Investment Management
Illinois
$5.56M +$3.53K +16 +0.1%
HCM
589
Highlander Capital Management
New Jersey
$5.55M
SWM
590
SVA Wealth Management
Wisconsin
$5.54M +$7.5K +34 +0.1%
WFMPM
591
Woodley Farra Manion Portfolio Management
Indiana
$5.51M -$45.4K -206 -0.9%
AF
592
Arrow Financial
New York
$5.5M -$201K -910 -4%
CT
593
Coastline Trust
Rhode Island
$5.5M +$335K +1,520 +7%
WI
594
WBI Investments
New Jersey
$5.49M +$2.88M +13,050 +134%
SCA
595
Spearhead Capital Advisors
Florida
$5.48M +$270K +1,227 +6%
GFA
596
Gifford Fong Associates
California
$5.46M
Wealthfront Advisers
597
Wealthfront Advisers
California
$5.46M +$361K +1,637 +8%
WAM
598
Winslow Asset Management
Ohio
$5.44M +$67.9K +308 +1%
MCM
599
Mattern Capital Management
Colorado
$5.42M +$4.96M +22,504 New
Arrowstreet Capital
600
Arrowstreet Capital
Massachusetts
$5.42M -$147M -667,339 -97%

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.