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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
BCM
626
Birch Capital Management
Texas
$4.79M +$543K +2,354 +13%
AF
627
Arrow Financial
New York
$4.78M -$282K -1,221 -6%
DT
628
Diversified Trust
Tennessee
$4.78M +$143K +622 +3%
SVWAG
629
Sound View Wealth Advisors Group
Georgia
$4.75M -$87.2K -378 -2%
WFMPM
630
Woodley Farra Manion Portfolio Management
Indiana
$4.72M +$350K +1,519 +8%
RHDIC
631
R.H. Dinel Investment Counsel
California
$4.7M
CI
632
Cigna Investments
Connecticut
$4.7M +$325K +1,408 +7%
Lazard Asset Management
633
Lazard Asset Management
New York
$4.67M -$447K -1,938 -9%
TCBWMS
634
Texas Capital Bank Wealth Management Services
Texas
$4.67M +$1.7M +7,375 +57%
SWM
635
SeaCrest Wealth Management
New York
$4.65M +$58.3K +253 +1%
HFS
636
Hantz Financial Services
Michigan
$4.64M +$134K +582 +3%
BCI
637
Brinker Capital Investments
Pennsylvania
$4.62M +$293K +1,273 +7%
GP
638
Greenline Partners
New York
$4.61M +$458K +1,986 +11%
DA
639
Duality Advisers
Florida
$4.6M +$4.61M +20,013 New
AIM
640
Aigen Investment Management
New York
$4.59M +$4.6M +19,972 New
GDP
641
Great Diamond Partners
Maine
$4.57M -$295K -1,279 -6%
DCM
642
Dupont Capital Management
Delaware
$4.56M -$1.18M -5,129 -21%
EHC
643
Everett Harris & Co
California
$4.55M -$40.8K -177 -0.9%
BUB
644
BBVA USA Bancshares
Texas
$4.54M -$363K -1,574 -7%
FMTC
645
Farmers & Merchants Trust Company
California
$4.51M -$602K -2,611 -12%
MP
646
McDonald Partners
Ohio
$4.5M +$4.51M +19,570 New
NB
647
Northwest Bancshares
Pennsylvania
$4.5M +$633K +2,745 +16%
RP
648
Rowlandmiller & Partners
Georgia
$4.47M +$44K +191 +1%
ST
649
Somerset Trust
Pennsylvania
$4.46M -$17.1K -74 -0.4%
MWM
650
Marietta Wealth Management
Georgia
$4.45M +$235K +1,018 +6%

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.