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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
CCA
1101
Cobblestone Capital Advisors
New York
$1.44M -$2.54K -11 -0.2%
PI
1102
Pettee Investors
Connecticut
$1.44M
EM
1103
Excalibur Management
Massachusetts
$1.44M
AWM
1104
Avior Wealth Management
Nebraska
$1.44M -$109K -473 -7%
LF
1105
Lee Financial
Texas
$1.44M -$13.4K -58 -0.9%
BAM
1106
Bruderman Asset Management
New York
$1.44M +$443K +1,922 +44%
PAS
1107
Park Avenue Securities
New York
$1.43M -$18K -78 -1%
TW
1108
TrinityPoint Wealth
Connecticut
$1.43M +$58.8K +255 +5%
ET
1109
Equitable Trust
Tennessee
$1.43M +$79.1K +343 +6%
CAM
1110
Claret Asset Management
Quebec, Canada
$1.42M -$23.5K -102 -2%
IC
1111
Intersect Capital
California
$1.42M -$156K -677 -10%
OPS
1112
Orion Portfolio Solutions
Nebraska
$1.42M -$55.6K -241 -4%
BFC
1113
Blue Fin Capital
Rhode Island
$1.42M -$8.76K -38 -0.6%
IWP
1114
Icon Wealth Partners
Texas
$1.41M +$254K +1,103 +22%
EF
1115
Empirical Finance
Pennsylvania
$1.41M +$232K +1,008 +20%
AIL
1116
AGF Investments LLC
Ontario, Canada
$1.41M -$471K -2,044 -25%
FAM
1117
Fred Alger Management
New York
$1.41M -$14.3K -62 -1%
ZIG
1118
Zurich Insurance Group
Switzerland
$1.4M
HFA
1119
Hoover Financial Advisors
Pennsylvania
$1.4M +$13.1K +57 +1%
Two Sigma Investments
1120
Two Sigma Investments
New York
$1.4M +$1.41M +6,100 New
PCM
1121
Princeton Capital Management
New Jersey
$1.4M +$121K +526 +9%
NFC
1122
Northeast Financial Consultants
Connecticut
$1.4M
MWM
1123
Minot Wealth Management
Massachusetts
$1.39M -$1.89M -8,206 -58%
OPPTF
1124
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.39M -$326K -1,413 -19%
FBB
1125
Fulton Breakefield Broenniman
Maryland
$1.38M -$196K -852 -12%

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.