We are live on ! Find out more

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
Balyasny Asset Management
701
Balyasny Asset Management
Illinois
$4.17M -$17.1M -77,448 -82%
NA
702
NewEdge Advisors
Louisiana
$4.16M +$1.27M +5,740 +50%
KWM
703
Kingsview Wealth Management
Oregon
$4.14M +$861K +3,905 +29%
FB
704
Fulton Bank
Pennsylvania
$4.13M +$683K +3,099 +22%
BCM
705
Birch Capital Management
Texas
$4.11M +$3.76M +17,066 New
TCCM
706
Timber Creek Capital Management
Massachusetts
$4.1M -$17K -77 -0.5%
WC
707
Winmill & Co
New York
$4.1M
AMI
708
Amica Mutual Insurance
Rhode Island
$4.07M -$803K -3,644 -18%
BFM
709
Boston Financial Management
Massachusetts
$4.06M -$16.5K -75 -0.4%
IFWM
710
Institute for Wealth Management
Colorado
$4.06M +$50.5K +229 +1%
ETI
711
Enterprise Trust & Investment
California
$4.04M -$11K -50 -0.3%
Cerity Partners
712
Cerity Partners
New York
$4.04M +$57.1K +259 +2%
MYAM
713
Meiji Yasuda Asset Management
Japan
$4.02M -$373K -1,690 -9%
MMG
714
Monetary Management Group
Missouri
$4.01M -$198K -899 -5%
FVWA
715
Foster Victor Wealth Advisors
South Carolina
$3.99M +$706K +3,203 +24%
PA
716
Perennial Advisors
New York
$3.98M +$15.2K +69 +0.4%
CIG
717
Consolidated Investment Group
Colorado
$3.96M
LIM
718
Loudon Investment Management
New Hampshire
$3.96M +$11K +50 +0.3%
SAM
719
Sectoral Asset Management
Quebec, Canada
$3.95M +$3.62M +16,403 New
SFG
720
SevenBridge Financial Group
Pennsylvania
$3.95M -$52.2K -237 -1%
CI
721
CX Institutional
Indiana
$3.94M +$11.9K +54 +0.3%
LWANC
722
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94M -$73.8K -335 -2%
HAM
723
Hammer Asset Management
California
$3.93M -$48.1K -218 -1%
SCM
724
Snow Capital Management
Pennsylvania
$3.91M -$865K -3,924 -19%
NB
725
Northwest Bancshares
Pennsylvania
$3.9M -$186K -846 -5%

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.