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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
SB
726
Simmons Bank
Arkansas
$3.57M +$633K +2,746 +21%
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.57M +$89.5K +388 +3%
HWM
728
Holloway Wealth Management
Florida
$3.57M
BO
729
Bank OZK
Arkansas
$3.54M -$17.5K -76 -0.5%
RIM
730
Redpoint Investment Management
Australia
$3.53M +$98.7K +428 +3%
SIMM
731
Stillwater Investment Management (Minnesota)
Minnesota
$3.52M -$12.2K -53 -0.3%
FHC
732
First Horizon Corporation
Tennessee
$3.51M +$72.4K +314 +2%
BPA
733
Beacon Pointe Advisors
California
$3.5M +$1.37M +5,925 +63%
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5M +$2.43M +10,535 +224%
AIA
735
AIMZ Investment Advisors
California
$3.49M +$231 +1 +0%
FCMC
736
Founders Capital Management (Connecticut)
Connecticut
$3.48M
BSW
737
Buckingham Strategic Wealth
Missouri
$3.46M +$894K +3,876 +35%
AAMA
738
Advanced Asset Management Advisors
Ohio
$3.45M
SC
739
Sawyer & Company
Massachusetts
$3.45M -$35.7K -155 -1%
RFM
740
Royal Fund Management
Florida
$3.43M -$847K -3,674 -20%
FNB
741
Farmers National Bank
Kentucky
$3.43M +$3.44M +14,931 New
B
742
Brightworth
Georgia
$3.43M +$261K +1,130 +8%
KFP
743
KMG Fiduciary Partners
Ohio
$3.39M +$263K +1,142 +8%
WS
744
Wedbush Securities
California
$3.38M +$225K +978 +7%
LCM
745
Legato Capital Management
California
$3.37M
PFS
746
Physicians Financial Services
North Carolina
$3.35M -$148K -640 -4%
LIM
747
Loudon Investment Management
New Hampshire
$3.34M -$282K -1,225 -8%
JSMC
748
Jess S. Morgan & Co
California
$3.33M +$904K +3,919 +37%
MC
749
Moors & Cabot
Massachusetts
$3.33M -$2.92M -12,652 -47%
BFG
750
Beacon Financial Group
Texas
$3.32M -$2.31K -10 -0.1%

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.