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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
TCCM
901
Timber Creek Capital Management
Massachusetts
$2.26M -$205K -889 -8%
BAM
902
Beaumont Asset Management
Texas
$2.25M +$22.6K +98 +1%
HA
903
Hamel Associates
New Jersey
$2.25M -$5.76K -25 -0.3%
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$618K +2,681 +38%
RAM
905
Roanoke Asset Management
New Jersey
$2.24M -$30K -130 -1%
WC
906
Woodstock Corp
Massachusetts
$2.24M +$409K +1,772 +22%
PWS
907
Peloton Wealth Strategists
Indiana
$2.24M +$829K +3,595 +59%
RDWM
908
Red Door Wealth Management
Tennessee
$2.23M +$135K +586 +6%
LAM
909
L2 Asset Management
Massachusetts
$2.23M -$32.3K -140 -1%
SIC
910
Shoker Investment Counsel
Ohio
$2.23M +$9.91K +43 +0.4%
EI
911
Ethic Inc
New York
$2.23M +$552K +2,395 +33%
FDS
912
Freedom Day Solutions
Texas
$2.23M +$10.4K +45 +0.5%
PTB
913
Pioneer Trust Bank
Oregon
$2.22M
WCM
914
Wunderlich Capital Managemnt
Tennessee
$2.22M -$8.3K -36 -0.4%
FPB
915
First PREMIER Bank
South Dakota
$2.21M -$55.8K -242 -2%
MAFM
916
Mid Atlantic Financial Management
Pennsylvania
$2.21M +$95K +412 +4%
KWMG
917
King Wealth Management Group
Florida
$2.21M +$1.34M +5,810 +152%
MCM
918
Monument Capital Management
Virginia
$2.19M +$171K +743 +8%
AT
919
Arden Trust
Delaware
$2.18M -$22.4K -97 -1%
ST
920
Spinnaker Trust
Maine
$2.18M -$219K -950 -9%
SYBT
921
Stock Yards Bank & Trust
Kentucky
$2.17M +$3.69K +16 +0.2%
EHWM
922
Eads & Heald Wealth Management
Georgia
$2.17M +$8.53K +37 +0.4%
SB
923
Strategic Blueprint
Georgia
$2.16M +$2.17M +9,412 New
HIC
924
Hartline Investment Corp
Illinois
$2.16M -$76.8K -333 -3%
S
925
SimplyRich
California
$2.16M -$55.3K -240 -2%

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.