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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
WWA
1026
WC Walker & Associates
California
$1.63M +$1.62M +7,038 New
PT
1027
Plimoth Trust
Massachusetts
$1.63M +$46.1K +200 +3%
CG
1028
Caprock Group
Idaho
$1.63M -$248K -1,076 -13%
Massachusetts Financial Services
1029
Massachusetts Financial Services
Massachusetts
$1.62M
WDC
1030
Woodward Diversified Capital
California
$1.61M +$1.62M +7,010 New
AF
1031
Ally Financial
Michigan
$1.61M
CNAM
1032
Campbell Newman Asset Management
Wisconsin
$1.61M
CCT
1033
Capital City Trust
Florida
$1.61M +$33.4K +145 +2%
FC
1034
Fore Capital
New York
$1.61M +$1.61M +7,000 New
AIM
1035
Anchor Investment Management
South Carolina
$1.61M -$5.99K -26 -0.4%
IWM
1036
IHT Wealth Management
Illinois
$1.6M +$133K +577 +9%
GT
1037
Glenview Trust
Kentucky
$1.6M -$11.5K -50 -0.7%
NIM
1038
Northeast Investment Management
Massachusetts
$1.6M
RCA
1039
Resonant Capital Advisors
Wisconsin
$1.6M +$149K +647 +10%
DPIM
1040
Duff & Phelps Investment Management
Illinois
$1.59M
HIP
1041
HUB Investment Partners
Texas
$1.59M +$1.44M +6,266 New
MWM
1042
Mission Wealth Management
California
$1.59M -$172K -744 -10%
FUBT
1043
First United Bank & Trust
Maryland
$1.59M -$22.6K -98 -1%
CCA
1044
Checchi Capital Advisers
California
$1.59M -$14.1K -61 -0.9%
RMDI
1045
R.M. Davis Inc
Maine
$1.59M +$27.4K +119 +2%
PA
1046
Parallel Advisors
California
$1.59M -$473K -2,052 -23%
LIM
1047
Longfellow Investment Management
Massachusetts
$1.59M +$1.59M +6,906 New
RFN
1048
RDA Financial Network
Iowa
$1.59M +$282K +1,225 +22%
RPWA
1049
Regent Peak Wealth Advisors
Georgia
$1.58M +$65.2K +283 +4%
CWM
1050
Chesapeake Wealth Management
Virginia
$1.58M -$36.4K -158 -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.