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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
AWM
1151
Altavista Wealth Management
North Carolina
$1.29M +$692 +3 +0.1%
Loomis, Sayles & Company
1152
Loomis, Sayles & Company
Massachusetts
$1.29M +$360K +1,560 +38%
NG
1153
NatWest Group
United Kingdom
$1.29M -$159K -688 -11%
RVM
1154
Robinson Value Management
Texas
$1.29M +$1.29M +5,601 New
MC
1155
Martin & Co
Tennessee
$1.28M +$5.76K +25 +0.5%
BP
1156
Ballentine Partners
Massachusetts
$1.28M -$234K -1,014 -15%
LWAM
1157
Legacy Wealth Asset Management
Minnesota
$1.28M +$1.28M +5,560 New
JIP
1158
JBJ Investment Partners
South Carolina
$1.27M -$213K -925 -14%
ECG
1159
Edge Capital Group
Georgia
$1.27M -$5.24M -22,747 -80%
CPA
1160
Clear Perspective Advisors
Illinois
$1.26M +$76.5K +332 +6%
3LCM
1161
3D/L Capital Management
Connecticut
$1.26M +$1.28M +5,554 New
TIA
1162
Trust Investment Advisors
Indiana
$1.26M +$23.1K +100 +2%
MS
1163
Maven Securities
Jersey
$1.25M +$574K +2,490 +84%
BCA
1164
Bay Colony Advisors
Massachusetts
$1.25M +$140K +609 +13%
ISWM
1165
Independent Solutions Wealth Management
New York
$1.25M +$448K +1,944 +56%
BA
1166
Birinyi Associates
Connecticut
$1.25M
WA
1167
WealthTrust Axiom
Pennsylvania
$1.24M +$23.5K +102 +2%
EF
1168
Exeter Financial
Arizona
$1.24M
RCA
1169
Ranch Capital Advisors
Florida
$1.24M -$93.6K -406 -7%
PWM
1170
Purus Wealth Management
California
$1.23M +$1.23M +5,339 New
HH
1171
Hilltop Holdings
Texas
$1.23M -$36K -156 -3%
PFSC
1172
Peoples Financial Services Corp
Pennsylvania
$1.22M +$81.2K +352 +7%
Carson Wealth (CWM LLC)
1173
Carson Wealth (CWM LLC)
Nebraska
$1.22M
AWC
1174
Abundance Wealth Counselors
Pennsylvania
$1.22M +$122K +528 +11%
SEIA
1175
Signature Estate & Investment Advisors
California
$1.21M +$221K +960 +22%

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.