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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
WCAMG
1126
Woodard & Company Asset Management Group
North Carolina
$1.37M +$78.5K +356 +7%
LOIM
1127
Liberty One Investment Management
Illinois
$1.37M +$1.25M +5,673 New
HFA
1128
Hoover Financial Advisors
Pennsylvania
$1.37M +$6.17K +28 +0.5%
BIA
1129
Biondo Investment Advisors
Pennsylvania
$1.36M -$1.1K -5 -0.1%
CGL
1130
Clarius Group LLC
Washington
$1.36M +$59.1K +268 +5%
PIM
1131
Profit Investment Management
Maryland
$1.35M
V
1132
VeraBank
Texas
$1.35M -$110K -500 -8%
ACM
1133
Alethea Capital Management
Washington
$1.35M +$659K +2,991 +115%
HWM
1134
Hohimer Wealth Management
Washington
$1.35M +$1.23M +5,592 New
CAM
1135
Carret Asset Management
New York
$1.34M -$11K -50 -0.9%
MC
1136
Martin & Co
Tennessee
$1.34M -$5.51K -25 -0.4%
PL
1137
Perpetual Ltd
Australia
$1.34M
CC
1138
ClearArc Capital
Ohio
$1.34M -$580K -2,632 -32%
RBFC
1139
Roman Butler Fullerton & Co
Missouri
$1.34M +$3.09K +14 +0.3%
PAMG
1140
Patton Albertson Miller Group
Tennessee
$1.33M -$22K -100 -2%
FFS
1141
Founders Financial Securities
Maryland
$1.33M -$3.75K -17 -0.3%
HIC
1142
Holderness Investments Company
North Carolina
$1.33M -$2.2K -10 -0.2%
CP
1143
Cumberland Partners
Ontario, Canada
$1.33M
TCOK
1144
Trust Company of Kansas
Kansas
$1.33M +$1.22M +5,517 New
HI
1145
Horizon Investments
North Carolina
$1.32M -$13.2K -60 -1%
BP
1146
Ballentine Partners
Massachusetts
$1.32M +$6.83K +31 +0.6%
VLKIM
1147
Van Lanschot Kempen Investment Management
Netherlands
$1.32M -$398K -1,807 -25%
MAA
1148
Mraz Amerine & Associates
California
$1.31M -$11K -50 -0.9%
EWM
1149
Executive Wealth Management
Michigan
$1.31M +$1.2M +5,422 New
TIA
1150
Trust Investment Advisors
Indiana
$1.3M -$46.3K -210 -4%

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.