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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
AAA
601
Adams Asset Advisors
Texas
$5.39M +$421K +1,908 +9%
TF
602
Tompkins Financial
New York
$5.38M +$147K +669 +3%
RWP
603
RWA Wealth Partners
Massachusetts
$5.38M +$193K +876 +4%
SRIM
604
Saratoga Research & Investment Management
California
$5.37M +$489K +2,217 +11%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$5.35M +$31.5K +143 +0.6%
PDN
606
Pensionfund DSM Netherlands
Netherlands
$5.35M
AAS
607
Avantax Advisory Services
Texas
$5.34M +$1.1M +4,994 +29%
PJSIMP
608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.33M -$71.6K -325 -1%
JWBC
609
J.W. Burns & Co
New York
$5.33M +$71.9K +326 +1%
Credit Agricole
610
Credit Agricole
France
$5.31M -$2.91M -13,213 -38%
ECG
611
Edge Capital Group
Georgia
$5.29M -$13.9K -63 -0.3%
LCC
612
Lincoln Capital Corp
Rhode Island
$5.28M -$74.7K -339 -2%
BIP
613
Brandes Investment Partners
California
$5.28M -$127K -575 -3%
MWM
614
Marietta Wealth Management
Georgia
$5.22M +$220 +1 +0%
PCM
615
Parsons Capital Management
Rhode Island
$5.22M +$21.6K +98 +0.5%
EI
616
EDMP Inc
Florida
$5.21M -$91K -413 -2%
BC
617
Brinker Capital
Pennsylvania
$5.2M -$133K -603 -3%
TFA
618
Toth Financial Advisory
Virginia
$5.18M +$1.06M +4,828 +29%
ONB
619
Old National Bancorp
Indiana
$5.17M -$256K -1,163 -5%
CCM
620
Cadence Capital Management
Massachusetts
$5.15M -$328K -1,487 -7%
Dodge & Cox
621
Dodge & Cox
California
$5.15M -$5.51K -25 -0.1%
GH
622
GAM Holding
Switzerland
$5.15M -$2.96M -13,412 -39%
SNB
623
Security National Bank
Nebraska
$5.14M +$43.9K +199 +0.9%
ABC
624
Associated Banc-Corp
Wisconsin
$5.12M -$118K -535 -2%
BRA
625
Biechele Royce Advisors
Indiana
$5.09M -$161K -729 -3%

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.