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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
VHAM
601
Van Hulzen Asset Management
California
$5.14M -$8.53K -37 -0.2%
PDN
602
Pensionfund DSM Netherlands
Netherlands
$5.13M
LCC
603
Lincoln Capital Corp
Rhode Island
$5.13M -$149K -647 -3%
BWM
604
Buckley Wealth Management
Nevada
$5.13M -$184K -797 -3%
WCM
605
Windward Capital Management
California
$5.11M -$717K -3,109 -12%
KA
606
Kintegral Advisory
New York
$5.08M
1832 Asset Management
607
1832 Asset Management
Ontario, Canada
$5.06M -$2.31K -10 -0%
V
608
Veritable
Delaware
$5.04M -$358K -1,554 -7%
IIM
609
Ipswich Investment Management
Massachusetts
$5.04M -$244K -1,058 -5%
CWM
610
Concentric Wealth Management
California
$5.03M +$78.4K +340 +2%
NSIM
611
North Star Investment Management
Illinois
$5.01M -$44.7K -194 -0.9%
ACP
612
Aviance Capital Partners
Florida
$4.99M +$22.1K +96 +0.4%
IRF
613
IBM Retirement Fund
New York
$4.97M +$313K +1,356 +7%
KCM
614
Kornitzer Capital Management
Kansas
$4.96M -$1.01M -4,400 -17%
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$4.96M +$33.9K +147 +0.7%
MCM
616
Mattern Capital Management
Colorado
$4.93M +$29.1K +126 +0.6%
BJL
617
Brighton Jones LLC
Washington
$4.93M +$2.45M +10,640 +99%
NA
618
NewEdge Advisors
Louisiana
$4.91M -$2.71M -11,770 -36%
RGC
619
Redwood Grove Capital
California
$4.9M +$4.91M +21,297 New
VCM
620
Violich Capital Management
California
$4.89M
EWA
621
EP Wealth Advisors
California
$4.85M +$123K +533 +3%
JIR
622
James Investment Research
Ohio
$4.82M -$8.16M -35,387 -63%
TC
623
Telemus Capital
Michigan
$4.81M -$47.7K -207 -1%
FA
624
FDx Advisors
Illinois
$4.8M +$261K +1,130 +6%
LIP
625
Liontrust Investment Partners
United Kingdom
$4.8M +$4.82M +20,890 New

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.