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Amgen
AMGN

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: 2,128 → 2,219 (+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: 111 → 52 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$272M
2
Boston Partners
Boston Partners
Massachusetts
+$220M
3
UBS Group
UBS Group
Switzerland
+$207M
4
Deutsche Bank
Deutsche Bank
Germany
+$147M
5
Fidelity International
Fidelity International
Bermuda
+$131M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$699M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$401M
3
State Street
State Street
Massachusetts
-$273M
4
Invesco
Invesco
Georgia
-$233M
5
Capital International Investors
Capital International Investors
California
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
801
LVW Advisors
New York
$2.89M +$22.4K +97 +0.8%
GWM
802
Geneos Wealth Management
Colorado
$2.89M +$992K +4,304 +47%
CYG
803
Clean Yield Group
Vermont
$2.88M -$23.1K -100 -0.8%
FC
804
Fusion Capital
South Carolina
$2.88M +$266K +1,153 +10%
BCFS
805
Butensky & Cohen Financial Security
Florida
$2.88M +$323K +1,402 +13%
OPW
806
Oxler Private Wealth
New York
$2.88M +$2.88M +12,510 New
SLWS
807
Swaine & Leidel Wealth Services
Florida
$2.87M +$125K +541 +5%
OPCM
808
Osborne Partners Capital Management
California
$2.86M +$2.86M +12,425 New
SC
809
Slow Capital
California
$2.85M -$24.9K -108 -0.9%
TNB
810
TCF National Bank
South Dakota
$2.85M -$238K -1,033 -8%
SSWM
811
Sheets Smith Wealth Management
North Carolina
$2.85M +$258K +1,121 +10%
CM
812
Capital Management
Virginia
$2.85M +$125K +542 +5%
MCM
813
Mitchell Capital Management
Kansas
$2.84M +$114K +495 +4%
BSA
814
Bull Street Advisors
Georgia
$2.84M +$1.15K +5 +0%
CC
815
Chicago Capital
Illinois
$2.84M +$6.92K +30 +0.2%
SIAP
816
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.84M +$20.8K +90 +0.7%
BRWM
817
B. Riley Wealth Management
Tennessee
$2.83M -$422K -1,830 -13%
HSA
818
Hussman Strategic Advisors
Maryland
$2.83M +$1.66M +7,200 +141%
TPCW
819
TD Private Client Wealth
New York
$2.82M +$272K +1,178 +11%
NAM
820
NTV Asset Management
West Virginia
$2.82M -$11.5K -50 -0.4%
AAM
821
Aureus Asset Management
Massachusetts
$2.81M -$958K -4,155 -25%
KL
822
KWMG LLC
Kansas
$2.79M +$97.5K +423 +4%
SMG
823
Spectrum Management Group
Indiana
$2.79M -$1.51M -6,530 -35%
PTC
824
Private Trust Company
Ohio
$2.77M +$115K +500 +4%
AAM
825
Azzad Asset Management
Virginia
$2.77M +$308K +1,334 +12%
31 32
33
34 35

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.