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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
FIM
751
Freedom Investment Management
Connecticut
$3.31M -$186K -808 -5%
V
752
ValueWorks
New York
$3.3M -$58.8K -255 -2%
MKA
753
M. Kulyk & Associates
Georgia
$3.3M +$3.31M +14,354 New
B
754
Bailard
California
$3.29M +$59.3K +257 +2%
TW
755
Transform Wealth
Colorado
$3.25M -$3.04M -13,176 -48%
WTC
756
WhitTier Trust Company
Nevada
$3.24M +$400K +1,737 +14%
AMIM
757
Aull & Monroe Investment Management
Alabama
$3.22M +$68.2K +296 +2%
CIG
758
Consolidated Investment Group
Colorado
$3.2M
IAA
759
Independent Advisor Alliance
North Carolina
$3.2M +$76.8K +333 +2%
CA
760
Cetera Advisors
Colorado
$3.2M +$717K +3,109 +29%
VFA
761
Valeo Financial Advisors
Indiana
$3.19M +$5.43M +23,531 +185%
IFWM
762
Institute for Wealth Management
Colorado
$3.19M -$71.9K -312 -2%
ECM
763
Everence Capital Management
Indiana
$3.19M -$327K -1,420 -9%
IAN
764
Integrated Advisors Network
Texas
$3.19M -$2.37M -10,280 -43%
GD
765
Grandfield & Dodd
New York
$3.16M -$204K -885 -6%
AIMCA
766
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.15M +$3.16M +13,700 New
P
767
Pitcairn
Pennsylvania
$3.13M -$1.14M -4,936 -27%
GIP
768
Greatmark Investment Partners
Georgia
$3.12M +$1.43M +6,201 +84%
WP
769
WealthSource Partners
California
$3.11M -$433K -1,879 -12%
UR
770
USCA RIA
Texas
$3.1M -$9.45K -41 -0.3%
GT
771
Greenleaf Trust
Michigan
$3.1M -$137K -595 -4%
TC
772
TownSquare Capital
Utah
$3.1M +$417K +1,808 +16%
MFAM
773
Motley Fool Asset Management
Virginia
$3.1M +$220K +955 +8%
SIM
774
Stratos Investment Management
Ohio
$3.07M +$687K +2,981 +29%
CIP
775
Convergence Investment Partners
Florida
$3.05M -$1.19M -5,158 -28%

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.