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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
BFEC
676
Benjamin F. Edwards & Company
Missouri
$4.12M -$398K -1,726 -9%
OAM
677
Oppenheimer Asset Management
New York
$4.12M -$6.12M -26,531 -60%
Dodge & Cox
678
Dodge & Cox
California
$4.11M -$254K -1,100 -6%
RCM
679
RNC Capital Management
California
$4.1M -$29.6M -128,461 -88%
IWA
680
IBEX Wealth Advisors
New Jersey
$4.08M +$70.3K +305 +2%
CIM
681
Contravisory Investment Management
Massachusetts
$4.07M -$129K -561 -3%
IFAM
682
Institutional & Family Asset Management
Colorado
$4.06M +$274K +1,189 +7%
BBHC
683
Brown Brothers Harriman & Co
New York
$4.06M +$439K +1,906 +12%
Wealth Enhancement Advisory Services
684
Wealth Enhancement Advisory Services
Minnesota
$4.05M +$3.81M +16,512 New
Bank Julius Baer & Co
685
Bank Julius Baer & Co
Switzerland
$4.05M -$720K -3,121 -15%
IA
686
IndexIQ Advisors
New York
$4.03M +$880K +3,815 +28%
CIA
687
Choate Investment Advisors
Massachusetts
$4.02M -$19.6K -85 -0.5%
BC
688
Burleson & Co
California
$3.99M -$1.71M -7,436 -30%
GIM
689
Guardian Investment Management
California
$3.98M
AC
690
Arjuna Capital
North Carolina
$3.98M +$95.9K +416 +2%
BCA
691
Bray Capital Advisors
Florida
$3.97M +$139K +602 +4%
AIC
692
Argus Investors Counsel
New York
$3.96M -$600K -2,604 -13%
PSP
693
Principal Street Partners
Tennessee
$3.96M -$276K -1,196 -6%
CS
694
Comerica Securities
Michigan
$3.96M +$152K +659 +4%
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$3.96M +$243K +1,054 +7%
GLA
696
Great Lakes Advisors
Illinois
$3.95M +$163K +708 +4%
PGA
697
Portland Global Advisors
Maine
$3.94M +$28.8K +125 +0.7%
TCM
698
Traynor Capital Management
Pennsylvania
$3.94M -$293K -1,269 -7%
SFG
699
SevenBridge Financial Group
Pennsylvania
$3.93M +$76.3K +331 +2%
PCM
700
Palouse Capital Management
Washington
$3.92M -$418K -1,814 -10%

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.