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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
BFS
1076
Bradley Foster & Sargent
Connecticut
$1.51M -$44.5K -193 -3%
VA
1077
Valmark Advisers
Ohio
$1.51M +$1.28M +5,540 +543%
MJRIC
1078
Mogy Joel R Investment Counsel
California
$1.5M -$4.61K -20 -0.3%
CCM
1079
Compton Capital Management
Rhode Island
$1.5M +$69.2K +300 +5%
LFM
1080
Lumina Fund Management
New York
$1.49M +$1.5M +6,500 New
AR
1081
Advisory Research
Illinois
$1.49M -$130K -562 -8%
MWM
1082
Mattern Wealth Management
Kansas
$1.49M -$119K -518 -7%
VPIM
1083
Vanguard Personalized Indexing Management
California
$1.49M +$171K +743 +13%
PIMJS
1084
PKO Investment Management Joint-Stock
Poland
$1.48M
QP
1085
Quilter Plc
United Kingdom
$1.47M -$3.23K -14 -0.2%
MPIA
1086
Mountain Pacific Investment Advisers
Idaho
$1.47M +$23.1K +100 +2%
BCM
1087
Bourgeon Capital Management
Connecticut
$1.47M +$502K +2,179 +52%
SIAG
1088
Signet Investment Advisory Group
Rhode Island
$1.47M +$1.48M +6,399 New
SAM
1089
S.A. Mason
Michigan
$1.47M -$28.1K -122 -2%
JSL
1090
JT Stratford LLC
Georgia
$1.47M +$57.6K +250 +4%
CHAM
1091
Clear Harbor Asset Management
Connecticut
$1.47M -$221K -957 -13%
SJIM
1092
St. Johns Investment Management
Florida
$1.47M -$33.2K -144 -2%
IAS
1093
Investment Advisory Services
Texas
$1.47M
WIS
1094
Wright Investors Service
Connecticut
$1.46M -$889K -3,857 -38%
JWCA
1095
J.W. Coons Advisors
Ohio
$1.46M -$21.7K -94 -1%
GIP
1096
Granite Investment Partners
California
$1.46M -$289K -1,255 -17%
PIG
1097
Pantheon Investment Group
California
$1.45M +$344K +1,492 +31%
AWM
1098
Altium Wealth Management
New York
$1.45M -$68.2K -296 -4%
ATFA
1099
All Terrain Financial Advisors
Minnesota
$1.45M +$87.4K +379 +6%
GI
1100
GS Investments
Minnesota
$1.45M +$1.45M +6,290 New

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.