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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
American Century Companies
51
American Century Companies
Missouri
$274M -$2M -8,674 -0.7%
Citigroup
52
Citigroup
New York
$271M +$23.8M +103,128 +10%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$269M +$56M +242,881 +26%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$266M -$133K -579 -0.1%
EVM
55
Eaton Vance Management
Massachusetts
$262M -$11.6M -50,424 -4%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$262M -$5.06M -21,963 -2%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$261M -$43.7M -189,455 -14%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$243M +$19.7M +85,595 +9%
SP
59
Sarasin & Partners
United Kingdom
$243M +$23M +99,942 +10%
AQR Capital Management
60
AQR Capital Management
Connecticut
$240M -$32.1M -139,105 -12%
BGC
61
Beutel, Goodman & Co
Ontario, Canada
$237M +$95.2M +412,976 +67%
CP
62
Coho Partners
Pennsylvania
$226M +$15.9M +69,101 +8%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$225M +$44.6M +193,566 +25%
Boston Partners
64
Boston Partners
Massachusetts
$224M +$220M +952,081 +4,645%
Barclays
65
Barclays
United Kingdom
$223M +$22.7M +98,667 +11%
Federated Hermes
66
Federated Hermes
Pennsylvania
$215M -$3.59M -15,572 -2%
BG
67
Bahl & Gaynor
Ohio
$199M -$3.63M -15,760 -2%
Fidelity International
68
Fidelity International
Bermuda
$196M +$131M +568,324 +199%
Truist Financial
69
Truist Financial
North Carolina
$191M +$1.54M +6,661 +0.8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$186M -$9.38M -40,670 -5%
Victory Capital Management
71
Victory Capital Management
Texas
$186M -$16.1M -69,866 -8%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$183M -$2.99M -12,956 -2%
EIP
73
Epoch Investment Partners
New York
$182M -$24.8M -107,726 -12%
Principal Financial Group
74
Principal Financial Group
Iowa
$181M -$43.1M -187,064 -19%
Stifel Financial
75
Stifel Financial
Missouri
$180M +$6.96M +30,189 +4%

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.