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2,218 hedge funds and large institutions have $109B invested in Amgen in 2021 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 921 increasing their positions, 846 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 123

8% more capital invested

Capital invested by funds: $101B → $109B (+$7.73B)

2% more funds holding in top 10

Funds holding in top 10: 5253 (+1)

9% more repeat investments, than reductions

Existing positions increased: 921 | Existing positions reduced: 846

0.78% more ownership

Funds ownership: 75.49%76.27% (+0.78%)

0% more funds holding

Funds holding: 2,2182,218 (0)

4% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.07B

Holders
2,218
Holders Change
Holders Change %
0%
% of All Funds
38.95%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.93%
New
146
Increased
921
Reduced
846
Closed
123
Calls
$1.03B
Puts
$1.07B
Net Calls
-$38M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$194M +$95M +397,993 +105%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$189M -$11.3M -47,266 -6%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$189M -$8.13M -34,090 -4%
National Pension Service
79
National Pension Service
South Korea
$185M +$2.31M +9,680 +1%
Principal Financial Group
80
Principal Financial Group
Iowa
$177M -$18M -75,308 -10%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$176M +$8.71M +36,511 +5%
US Bancorp
82
US Bancorp
Minnesota
$170M -$7.42M -31,107 -4%
Robeco Institutional Asset Management
83
Robeco Institutional Asset Management
Netherlands
$169M -$1.5M -6,298 -0.9%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$167M -$11.8M -49,245 -7%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$163M -$4.43M -18,577 -3%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$153M +$17.2M +71,937 +13%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$145M -$1.61M -6,755 -1%
Prudential Financial
88
Prudential Financial
New Jersey
$141M +$18.3M +76,486 +16%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$141M -$15.5M -64,795 -10%
RPI
90
Railway Pension Investments
United Kingdom
$137M +$622K +2,606 +0.5%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$137M +$9.09M +38,077 +7%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$137M +$74.8M +313,277 +133%
Pzena Investment Management
93
Pzena Investment Management
New York
$136M +$7.46M +31,246 +6%
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$132M -$193K -808 -0.2%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$132M +$22.3M +93,565 +21%
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$131M -$59.3M -248,460 -32%
Axa
97
Axa
France
$128M -$3.39M -14,215 -3%
Swedbank
98
Swedbank
Sweden
$127M -$1.98M -8,314 -2%
GT
99
Glenmede Trust
Pennsylvania
$127M -$17.4M -72,805 -12%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$123M -$7.39M -30,953 -6%

AMGN Hedge Fund Activity: Q1 2021 in Review

2,218 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2021, worth a combined $109B — up 7.6% from $101B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new AMGN positions and 123 closed out — a net gain of 23 holders — while 921 added to existing stakes and 846 trimmed.

The largest buyer was Charles Schwab, adding an estimated $857M. The largest seller was Fidelity Investments, cutting an estimated $606M.

  • 2,218 institutional investors held Amgen (AMGN) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $109B of Amgen stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 146 funds opened new Amgen positions in Q1 2021 and 123 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q1 2021 was Charles Schwab, an estimated $857M added.
  • The largest Amgen seller in Q1 2021 was Fidelity Investments, an estimated $606M sold.

Based on aggregated 13F filings for Q1 2021.