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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
MA
876
Mutual Advisors
Nebraska
$2.38M -$737K -3,196 -24%
S
877
Seeyond
France
$2.38M -$157K -680 -6%
BFO
878
Boston Family Office
Massachusetts
$2.37M
PRC
879
Pearl River Capital
Michigan
$2.37M +$2.37M +10,297 New
IWC
880
Integrated Wealth Concepts
Massachusetts
$2.36M +$175K +757 +8%
NSAM
881
North Star Asset Management
Wisconsin
$2.36M +$86.2K +374 +4%
LAIC
882
Lederer & Associates Investment Counsel
California
$2.35M -$17.1K -74 -0.7%
AAIM
883
American Assets Investment Management
California
$2.34M
CC
884
Cannell & Co
New York
$2.34M -$34.6K -150 -1%
AFS
885
Access Financial Services
Minnesota
$2.34M +$22.8K +99 +1%
CBB
886
Citizens Business Bank
California
$2.34M -$372K -1,614 -14%
LWM
887
Laidlaw Wealth Management
New York
$2.33M +$583K +2,529 +33%
SNT
888
Security National Trust
West Virginia
$2.32M +$9.22K +40 +0.4%
PCM
889
Poehling Capital Management
Wisconsin
$2.32M +$1.39M +6,021 +148%
HFA
890
HC Financial Advisors
California
$2.32M +$26.7K +116 +1%
OFG
891
OmniStar Financial Group
North Carolina
$2.31M +$480K +2,081 +26%
MSRPS
892
Maryland State Retirement & Pension System
Maryland
$2.31M +$2.18M +9,446 New
RGC
893
Roberts, Glore & Co
Illinois
$2.3M
SFA
894
Sequoia Financial Advisors
Ohio
$2.3M +$60.6K +263 +3%
KFBMI
895
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.3M
CBT
896
Capital Bank & Trust
California
$2.29M
HCMT
897
Highland Capital Management (Tennessee)
Tennessee
$2.29M -$4.49M -19,472 -66%
SSB
898
Sandy Spring Bank
Maryland
$2.28M -$25.1K -109 -1%
LNC
899
Lincoln National Corp
Pennsylvania
$2.27M +$220K +956 +11%
SC
900
Savant Capital
Illinois
$2.27M -$111K -480 -5%

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.