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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
NGA
576
Naples Global Advisors
Florida
$5.44M -$265K -1,151 -5%
VRS
577
Virginia Retirement Systems
Virginia
$5.43M -$3.02M -13,100 -36%
OIM
578
Opus Investment Management
Massachusetts
$5.43M
Cerity Partners
579
Cerity Partners
New York
$5.42M +$225K +977 +4%
SNB
580
Security National Bank
Nebraska
$5.41M -$180K -781 -3%
Kayne Anderson Rudnick Investment Management
581
Kayne Anderson Rudnick Investment Management
California
$5.39M +$442K +1,919 +9%
AAA
582
Adams Asset Advisors
Texas
$5.38M +$121K +526 +2%
RWP
583
RWA Wealth Partners
Massachusetts
$5.35M -$122K -527 -2%
FBC
584
Fairfield, Bush & Co
Connecticut
$5.33M -$48.4K -210 -0.9%
CT
585
Coastline Trust
Rhode Island
$5.33M +$45K +195 +0.8%
BBVA
586
Banco Bilbao Vizcaya Argentaria
Spain
$5.32M -$600K -2,601 -10%
MCP
587
Martin Capital Partners
Oregon
$5.3M +$35.5K +154 +0.7%
HCM
588
Highlander Capital Management
New Jersey
$5.3M
AFA
589
Arlington Financial Advisors
California
$5.29M +$120K +521 +2%
RAM
590
Riggs Asset Management
Pennsylvania
$5.25M -$130K -564 -2%
BRA
591
Biechele Royce Advisors
Indiana
$5.24M +$661K +2,869 +14%
BRWA
592
B. Riley Wealth Advisors
Florida
$5.24M +$2.06M +8,942 +65%
MCC
593
Malaga Cove Capital
California
$5.22M -$29.5K -128 -0.6%
GFA
594
Gifford Fong Associates
California
$5.21M
PCM
595
Parsons Capital Management
Rhode Island
$5.18M -$25.1K -109 -0.5%
WAM
596
Winslow Asset Management
Ohio
$5.17M -$50.3K -218 -1%
SAM
597
Sectoral Asset Management
Quebec, Canada
$5.16M -$438K -1,900 -8%
BIA
598
Biondo Investment Advisors
Pennsylvania
$5.16M +$1.15K +5 +0%
AFG
599
Albion Financial Group
Utah
$5.15M +$144K +623 +3%
TCM
600
Telos Capital Management
California
$5.15M +$327K +1,417 +7%

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.