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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
WP
1051
WealthPLAN Partners
Nebraska
$1.58M -$2.77K -12 -0.2%
IIA
1052
ICW Investment Advisors
Arizona
$1.57M -$1.61K -7 -0.1%
CGL
1053
Clarius Group LLC
Washington
$1.57M +$138K +599 +10%
CWM
1054
Cordatus Wealth Management
Pennsylvania
$1.57M
WCAMG
1055
Woodard & Company Asset Management Group
North Carolina
$1.57M +$82.8K +359 +6%
KIC
1056
Kensington Investment Counsel
California
$1.57M +$1.57M +6,810 New
FL
1057
Fort LP
Maryland
$1.56M +$359K +1,557 +30%
GVAG
1058
Great Valley Advisor Group
Delaware
$1.55M +$82.8K +359 +6%
SFM
1059
Signet Financial Management
New Jersey
$1.55M +$57.2K +248 +4%
ASBI
1060
American State Bank (Iowa)
Iowa
$1.55M +$1.55M +6,737 New
DWT
1061
Dorsey & Whitney Trust
South Dakota
$1.54M +$10.4K +45 +0.6%
VCM
1062
Virtue Capital Management
Tennessee
$1.54M -$141K -610 -8%
SN
1063
Sittner & Nelson
Oregon
$1.53M +$1.54M +6,668 New
MWP
1064
Moller Wealth Partners
$1.53M +$1.53M +6,653 New
BRG
1065
Bay Rivers Group
Virginia
$1.52M -$15K -65 -1%
SFG
1066
SNS Financial Group
Minnesota
$1.52M -$80.2K -348 -5%
FWIA
1067
Fort Washington Investment Advisors
Ohio
$1.52M -$3.49M -15,121 -70%
ACM
1068
Azimuth Capital Management
Michigan
$1.52M +$45K +195 +3%
ZCI
1069
Zevenbergen Capital Investments
Washington
$1.52M +$384K +1,665 +34%
SLG
1070
Stanley-Laman Group
Pennsylvania
$1.52M +$79.5K +345 +6%
P
1071
&Partners
Tennessee
$1.51M +$23.1K +100 +2%
MCM
1072
MV Capital Management
Maryland
$1.51M +$162K +703 +12%
TCM
1073
Teza Capital Management
Illinois
$1.51M +$1.52M +6,578 New
TCM
1074
Tradewinds Capital Management
Washington
$1.51M +$922 +4 +0.1%
BS
1075
Boenning & Scattergood
Pennsylvania
$1.51M +$45.9K +199 +3%

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.