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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
DBIA
851
Dumont & Blake Investment Advisors
New Jersey
$2.56M -$120K -522 -4%
DCP
852
Distillate Capital Partners
Illinois
$2.56M +$2.6M +11,280 New
DF
853
Donoghue Forlines
Massachusetts
$2.55M +$1.43M +6,208 +127%
PMG
854
ProVise Management Group
Florida
$2.54M +$5.3K +23 +0.2%
JCM
855
Jacobi Capital Management
Pennsylvania
$2.54M +$133K +578 +6%
LRPA
856
L. Roy Papp & Associates
Arizona
$2.53M -$282K -1,221 -10%
CPIA
857
Cornell Pochily Investment Advisors
New York
$2.53M +$692 +3 +0%
HBCM
858
Heron Bay Capital Management
Michigan
$2.53M +$2.53M +10,990 New
XWM
859
Xcel Wealth Management
Florida
$2.5M -$10.4K -45 -0.4%
WSTAM
860
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M +$14.5K +63 +0.6%
S
861
SignatureFD
Georgia
$2.48M +$483K +2,096 +24%
SCM
862
Snow Capital Management
Pennsylvania
$2.48M +$424K +1,837 +21%
MWA
863
Meridian Wealth Advisors
Texas
$2.47M -$11.3K -49 -0.5%
BCM
864
Brookmont Capital Management
Texas
$2.47M -$183K -794 -7%
HIP
865
Harrell Investment Partners
Texas
$2.47M -$458K -1,985 -16%
CNBTD
866
Citizens National Bank Trust Department
Mississippi
$2.45M +$25.4K +110 +1%
ANTB
867
AMG National Trust Bank
Colorado
$2.45M +$154K +667 +7%
ONB
868
Old National Bancorp
Indiana
$2.44M -$459K -1,990 -16%
CNC
869
Canandaigua National Corp
New York
$2.43M +$25.4K +110 +1%
RCM
870
RB Capital Management
Nevada
$2.42M +$112K +484 +5%
NCM
871
Narwhal Capital Management
Georgia
$2.42M +$364K +1,580 +18%
EWA
872
Encompass Wealth Advisors
Oregon
$2.42M +$2.42M +10,504 New
DCM
873
Delta Capital Management
New Jersey
$2.39M
LTI
874
Laffer Tengler Investments
Tennessee
$2.39M +$115K +500 +5%
DAS
875
Dynamic Advisor Solutions
Arizona
$2.38M -$383K -1,663 -14%

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.