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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
HCCM
1001
Hudson Canyon Capital Management
New York
$1.74M +$1.74M +7,555 New
CFA
1002
Carroll Financial Associates
North Carolina
$1.73M -$12.9K -56 -0.7%
AIM
1003
Aspen Investment Management
Michigan
$1.72M +$13.8K +60 +0.8%
Assenagon Asset Management
1004
Assenagon Asset Management
Luxembourg
$1.71M +$545K +2,363 +46%
MIC
1005
Meridian Investment Counsel
California
$1.71M
FPWM
1006
FSB Premier Wealth Management
Iowa
$1.71M +$1.71M +7,436 New
CCT
1007
Chemung Canal Trust
New York
$1.71M -$533K -2,311 -24%
CAM
1008
Close Asset Management
United Kingdom
$1.71M
GCM
1009
Gladius Capital Management
Illinois
$1.7M +$1.5M +6,522 +745%
SS
1010
Sunbelt Securities
Texas
$1.69M +$444K +1,924 +35%
LHC
1011
Little House Capital
Massachusetts
$1.69M -$266K -1,153 -14%
NIA
1012
Northstar Investment Advisors
Colorado
$1.69M -$4.69M -20,326 -73%
FMBTD
1013
First Midwest Bank Trust Division
Illinois
$1.68M -$21K -91 -1%
PWM
1014
Perigon Wealth Management
California
$1.68M +$957K +4,150 +131%
ACA
1015
Atlas Capital Advisors
Wyoming
$1.68M
NW
1016
NewEdge Wealth
Pennsylvania
$1.67M +$1.68M +7,267 New
CIC
1017
Crawford Investment Counsel
Georgia
$1.67M +$22.1K +96 +1%
GPA
1018
Garrison Point Advisors
California
$1.67M
WSCM
1019
Wellington Shields Capital Management
New York
$1.67M +$1.44M +6,250 +625%
ZB
1020
Zions Bancorporation
Utah
$1.66M -$1.61K -7 -0.1%
RWA
1021
Ropes Wealth Advisors
Massachusetts
$1.65M -$7.84K -34 -0.5%
6M
1022
6 Meridian
Kansas
$1.64M +$49.8K +216 +3%
PWMAG
1023
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$150K +652 +10%
CPC
1024
Congress Park Capital
New York
$1.64M -$5.76K -25 -0.3%
MAM
1025
Meeder Asset Management
Ohio
$1.63M -$8.4M -36,455 -84%

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.