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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
SPC
826
Stewart & Patten Company
California
$2.86M -$342K -1,552 -12%
TC
827
TownSquare Capital
Utah
$2.85M -$492K -2,231 -16%
LIM
828
Leavell Investment Management
Alabama
$2.85M +$110K +500 +4%
CCG
829
Cypress Capital Group
Florida
$2.84M +$86K +390 +3%
LOAMS
830
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.84M +$1.67M +7,591 +182%
TIP
831
Torray Investment Partners
Maryland
$2.84M -$61.9K -281 -2%
MSAM
832
Moloney Securities Asset Management
Missouri
$2.83M +$178K +808 +7%
CTA
833
Chesley Taft & Associates
Illinois
$2.8M -$4.41K -20 -0.2%
BCFS
834
Butensky & Cohen Financial Security
Florida
$2.79M -$86.8K -394 -3%
FC
835
Fusion Capital
South Carolina
$2.79M +$2.55M +11,586 New
RL
836
Ruffer LLP
United Kingdom
$2.79M -$218M -991,194 -99%
WDA
837
Wendell David Associates
New Hampshire
$2.79M
UTC
838
Unified Trust Company
Kentucky
$2.77M +$190K +864 +8%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$2.75M -$28.7K -130 -1%
CBB
840
Citizens Business Bank
California
$2.75M -$8.16K -37 -0.3%
DFA
841
Delta Financial Advisors
Louisiana
$2.74M -$33.5K -152 -1%
RVM
842
Robinson Value Management
Texas
$2.74M +$2.51M +11,373 New
BL
843
BFSG LLC
California
$2.74M -$19.8K -90 -0.8%
Tudor Investment Corp
844
Tudor Investment Corp
Connecticut
$2.72M +$2.49M +11,294 New
CCG
845
Ceeto Capital Group
Florida
$2.71M
TSWM
846
Triangle Securities Wealth Management
North Carolina
$2.7M -$40.1K -182 -2%
NSAM
847
North Star Asset Management
Wisconsin
$2.7M -$3.31K -15 -0.1%
PTC
848
Private Trust Company
Ohio
$2.69M +$1.15M +5,214 +87%
SC
849
Sawyer & Company
Massachusetts
$2.69M +$170K +771 +7%
LA
850
LVW Advisors
New York
$2.68M -$9.26K -42 -0.4%

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.