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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
PWSG
1201
Pacific Wealth Strategies Group
California
$1.16M -$128K -582 -11%
DP
1202
Dearborn Partners
Illinois
$1.15M +$312K +1,417 +42%
JCM
1203
Jag Capital Management
Missouri
$1.15M +$19.8K +90 +2%
EF
1204
Exeter Financial
Arizona
$1.15M -$55.1K -250 -5%
BPCA
1205
Bank Pictet & Cie (Asia)
Singapore
$1.14M -$4.63K -21 -0.4%
PCM
1206
Princeton Capital Management
New Jersey
$1.14M -$14.8K -67 -1%
HKAM
1207
Horizon Kinetics Asset Management
New York
$1.14M
SEIA
1208
Signature Estate & Investment Advisors
California
$1.14M +$244K +1,107 +31%
BPWA
1209
Beacon Pointe Wealth Advisors
California
$1.13M -$130K -588 -11%
HA
1210
Harfst & Associates
Wyoming
$1.13M +$17.6K +80 +2%
HVIA
1211
Hudson Valley Investment Advisors
New York
$1.12M +$11K +50 +1%
ACM
1212
Allred Capital Management
Texas
$1.11M +$5.73K +26 +0.6%
SSG
1213
Summit Securities Group
New York
$1.11M -$816K -3,700 -45%
LC
1214
LCNB Corp
Ohio
$1.11M +$19.8K +90 +2%
GCP
1215
GSA Capital Partners
United Kingdom
$1.11M -$45.4K -206 -4%
LJAC
1216
L.J. Altfest & Co
New York
$1.11M -$5.51K -25 -0.5%
HH
1217
Hilltop Holdings
Texas
$1.11M -$250K -1,133 -20%
ARMC
1218
American Research & Management Company
Massachusetts
$1.11M
CFA
1219
Camarda Financial Advisors
Florida
$1.11M
HFM
1220
Harvest Fund Management
China
$1.1M
APP
1221
Avantax Planning Partners
Iowa
$1.1M -$30.2K -137 -3%
MC
1222
Mathes Company
New York
$1.1M
WPP
1223
Whalerock Point Partners
Rhode Island
$1.1M -$220 -1 -0%
RIM
1224
Redwood Investment Management
Arizona
$1.1M -$4.08M -18,491 -80%
CAG
1225
Crestwood Advisors Group
Massachusetts
$1.1M -$35.3K -160 -3%

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.