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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
SAM
1126
Synergy Asset Management
Washington
$1.37M +$1.38M +5,970 New
LOIM
1127
Liberty One Investment Management
Illinois
$1.36M +$63.9K +277 +5%
PIMG
1128
Patriot Investment Management Group
Tennessee
$1.36M -$610K -2,644 -31%
YWP
1129
YorkBridge Wealth Partners
New York
$1.36M +$3.92K +17 +0.3%
WCM
1130
Whitener Capital Management
North Carolina
$1.36M -$485K -2,102 -26%
PNC
1131
Park National Corp
Ohio
$1.36M -$12.2K -53 -0.9%
AWA
1132
AmeriServ Wealth Advisors
Pennsylvania
$1.35M +$1.36M +5,882 New
OC
1133
Oarsman Capital
Wisconsin
$1.35M -$84.4K -366 -6%
DL
1134
DOHJ LLC
Washington
$1.35M -$86.9K -377 -6%
CWS
1135
Cypress Wealth Services
California
$1.34M +$1.35M +5,840 New
BAM
1136
Belpointe Asset Management
Nevada
$1.34M +$195K +844 +17%
LWAC
1137
Laurel Wealth Advisors (California)
California
$1.34M -$49.8K -216 -4%
MBTD
1138
Mechanics Bank - Trust Department
California
$1.33M +$112K +487 +9%
CAM
1139
Carret Asset Management
New York
$1.33M +$11.5K +50 +0.9%
BCM
1140
Breiter Capital Management
Florida
$1.33M +$104K +449 +8%
VLKIM
1141
Van Lanschot Kempen Investment Management
Netherlands
$1.33M -$212K -919 -14%
W
1142
Wealthquest
Ohio
$1.32M +$3.23K +14 +0.2%
AWM
1143
Aevitas Wealth Management
Massachusetts
$1.32M +$15.2K +66 +1%
JFA
1144
Johanson Financial Advisors
California
$1.31M -$4.84K -21 -0.4%
APA
1145
American Portfolios Advisors
New York
$1.31M -$42K -182 -3%
APP
1146
Avantax Planning Partners
Iowa
$1.31M -$97.1K -421 -7%
TAM
1147
Tealwood Asset Management
Minnesota
$1.31M +$296K +1,284 +29%
FCB
1148
First Command Bank
Texas
$1.31M +$182K +791 +16%
FCFS
1149
First Command Financial Services
Texas
$1.31M +$182K +791 +16%
BSAM
1150
Blue Square Asset Management
New York
$1.3M -$426K -1,848 -25%

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.