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2,108 hedge funds and large institutions have $110B invested in Amgen in 2019 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 669 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 64

81% more funds holding in top 10

Funds holding in top 10: 62112 (+50)

23% more capital invested

Capital invested by funds: $89.4B → $110B (+$20.6B)

12% more funds holding

Funds holding: 1,8842,108 (+224)

0.19% less ownership

Funds ownership: 77.17%76.98% (-0.19%)

20% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 839

21% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.88B

Holders
2,108
Holders Change
+224
Holders Change %
+11.89%
% of All Funds
41.53%
Holding in Top 10
112
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+80.65%
% of All Funds
2.21%
New
318
Increased
669
Reduced
839
Closed
64
Calls
$1.49B
Puts
$1.88B
Net Calls
-$387M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BRG
1076
Bay Rivers Group
Virginia
$1.55M +$1.41M +6,414 New
CHAM
1077
Clear Harbor Asset Management
Connecticut
$1.54M
YWP
1078
YorkBridge Wealth Partners
New York
$1.54M +$18.7K +85 +1%
CCM
1079
Compton Capital Management
Rhode Island
$1.53M
RWA
1080
Ropes Wealth Advisors
Massachusetts
$1.52M -$218K -989 -14%
CWM
1081
Chesapeake Wealth Management
Virginia
$1.52M -$8.82K -40 -0.6%
WEC
1082
Winslow Evans & Crocker
Massachusetts
$1.52M -$9.7K -44 -0.7%
PI
1083
Pettee Investors
Connecticut
$1.51M
EM
1084
Excalibur Management
Massachusetts
$1.51M -$3.31K -15 -0.2%
FAM
1085
Fred Alger Management
New York
$1.51M
AWM
1086
Altium Wealth Management
New York
$1.5M +$76K +345 +6%
ADL
1087
Asset Dedication LLC
California
$1.5M +$151K +683 +12%
AT
1088
Arden Trust
Delaware
$1.5M -$74.5K -338 -5%
GI
1089
GAMCO Investors
Connecticut
$1.5M -$236K -1,070 -15%
FIM
1090
Frontier Investment Management
Texas
$1.49M +$175K +792 +15%
CCA
1091
Cobblestone Capital Advisors
New York
$1.49M
AAM
1092
Auxier Asset Management
Oregon
$1.49M -$11K -50 -0.8%
LWAC
1093
Laurel Wealth Advisors (California)
California
$1.48M -$107K -487 -7%
WHG
1094
Westwood Holdings Group
Texas
$1.48M +$101K +459 +8%
HCMNY
1095
Howard Capital Management (New York)
New York
$1.48M
W
1096
Wealthquest
Ohio
$1.47M -$2.87K -13 -0.2%
TCM
1097
Tradewinds Capital Management
Washington
$1.46M -$13.9K -63 -1%
HWA
1098
HCR Wealth Advisors
California
$1.46M +$245K +1,111 +22%
GP
1099
Geneva Partners
Wisconsin
$1.46M -$55.1K -250 -4%
ATFA
1100
All Terrain Financial Advisors
Minnesota
$1.46M -$11.7K -53 -0.9%

AMGN Hedge Fund Activity: Q4 2019 in Review

2,108 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2019, worth a combined $110B — up 23% from $89.4B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new AMGN positions and 64 closed out — a net gain of 254 holders — while 669 added to existing stakes and 839 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $453M. The largest seller was Invesco, cutting an estimated $1.22B.

  • 2,108 institutional investors held Amgen (AMGN) as of Q4 2019, up from 1,884 in Q3 2019.
  • Funds reported $110B of Amgen stock for Q4 2019, up 23% quarter-over-quarter.
  • 318 funds opened new Amgen positions in Q4 2019 and 64 closed out, a net change of +254 holders.
  • The largest Amgen buyer in Q4 2019 was JP Morgan Chase, an estimated $453M added.
  • The largest Amgen seller in Q4 2019 was Invesco, an estimated $1.22B sold.

Based on aggregated 13F filings for Q4 2019.