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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
CIA
951
Cohen Investment Advisors
New Hampshire
$2.02M +$2.02M +8,769 New
CIAS
952
Capital Investment Advisory Services
North Carolina
$2.01M +$310K +1,345 +18%
BWL
953
Bogart Wealth LLC
Virginia
$2.01M +$324K +1,405 +19%
BIM
954
Bridgecreek Investment Management
Oklahoma
$2.01M
SBSB
955
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.01M +$106K +461 +6%
RA
956
RFG Advisory
Alabama
$1.98M -$355K -1,540 -16%
CP
957
Cumberland Partners
Ontario, Canada
$1.98M +$5.53K +24 +0.3%
HCM
958
Hudson Capital Management
New Jersey
$1.98M -$42.7K -185 -2%
HPWM
959
High Pines Wealth Management
Massachusetts
$1.96M +$1.97M +8,525 New
LSC
960
Lesa Sroufe & Co
Washington
$1.95M
MPI
961
Mairs & Power Inc
Minnesota
$1.95M +$8.07K +35 +0.4%
IB
962
Intrust Bank
Kansas
$1.95M -$50K -217 -2%
TYCC
963
Texas Yale Capital Corp
Florida
$1.93M
IC
964
Inscription Capital
Texas
$1.92M -$78.6K -341 -4%
BAM
965
Bellevue Asset Management
Washington
$1.92M
LJHT
966
Laurie J. Hall Trustee
$1.92M -$208K -900 -10%
ISB
967
Iowa State Bank
Iowa
$1.91M +$335K +1,454 +21%
ACM
968
AlphaCrest Capital Management
New York
$1.91M +$1.59M +6,879 +484%
VAS
969
Vestmark Advisory Solutions
Massachusetts
$1.9M +$27.9K +121 +1%
CCG
970
Ceeto Capital Group
Florida
$1.9M
Koshinski Asset Management
971
Koshinski Asset Management
Illinois
$1.9M +$27.4K +119 +1%
PHK
972
Point72 Hong Kong
Hong Kong
$1.9M +$1.9M +8,246 New
BA
973
Bridgewater Associates
Connecticut
$1.89M +$1.89M +8,200 New
JGUA
974
John G. Ullman & Associates
New York
$1.88M
AC
975
Abbrea Capital
California
$1.86M +$80.7K +350 +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.