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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
TIP
976
Torray Investment Partners
Maryland
$1.85M +$237K +1,026 +15%
EA
977
Ellsworth Advisors
Ohio
$1.84M +$1.85M +8,024 New
RC
978
Roundview Capital
New Jersey
$1.84M +$71.9K +312 +4%
RMCM
979
Reynders McVeigh Capital Management
Massachusetts
$1.83M -$88.3K -383 -5%
FI
980
FormulaFolio Investments
Michigan
$1.82M +$1.41M +6,109 +339%
ADL
981
Asset Dedication LLC
California
$1.82M +$250K +1,085 +16%
SPC
982
Stewart & Patten Company
California
$1.81M -$115K -500 -6%
MWM
983
Madison Wealth Management
Ohio
$1.81M +$5.53K +24 +0.3%
CIA
984
Cascade Investment Advisors
Oregon
$1.81M +$28.8K +125 +2%
MYLI
985
Meiji Yasuda Life Insurance
Japan
$1.8M -$971K -4,211 -35%
CAL
986
Capital Analysts LLC
Pennsylvania
$1.8M +$100K +434 +6%
HVM
987
Harvest Volatility Management
Connecticut
$1.8M +$1.8M +7,812 New
PNAA
988
Pictet North America Advisors
Switzerland
$1.79M +$137K +594 +8%
RMC
989
Resources Management Corp
Connecticut
$1.79M +$86.5K +375 +5%
MF
990
Magnetar Financial
Illinois
$1.79M +$1.8M +7,790 New
EH
991
Equitable Holdings
New York
$1.77M +$184K +800 +12%
HB
992
Homrich & Berg
Georgia
$1.77M +$300K +1,302 +20%
SP
993
Symmetry Partners
Connecticut
$1.77M -$1.03M -4,468 -37%
IC
994
Investment Counsel
Michigan
$1.77M +$34.6K +150 +2%
BDF
995
Balasa Dinverno & Foltz
$1.77M -$28.4K -123 -2%
Two Sigma Advisers
996
Two Sigma Advisers
New York
$1.77M +$619K +2,685 +54%
WANY
997
Wealthspire Advisors (New York)
New York
$1.77M +$666K +2,889 +60%
BAM
998
Barrett Asset Management
New York
$1.75M
FC
999
Ferris Capital
Massachusetts
$1.75M +$52.3K +227 +3%
CB
1000
Cadence Bank
Mississippi
$1.74M +$623K +2,700 +55%

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.