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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
TFS
1201
Thoroughbred Financial Services
Tennessee
$1.16M -$17.3K -75 -1%
MWM
1202
Modera Wealth Management
New Jersey
$1.16M +$765K +3,318 +191%
SCA
1203
Snowden Capital Advisors
New York
$1.16M +$512K +2,220 +79%
DC
1204
DeDora Capital
California
$1.15M -$86.7K -376 -7%
SACTSONJ
1205
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M
LG
1206
LaFleur & Godfrey
Michigan
$1.15M -$95K -412 -8%
BAM
1207
Brave Asset Management
New Jersey
$1.15M -$2.14M -9,282 -65%
EWM
1208
Empirical Wealth Management
Washington
$1.14M -$41.3K -179 -3%
CPWA
1209
Cerro Pacific Wealth Advisors
California
$1.14M +$1.14M +4,952 New
FNFDCM
1210
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.14M
MCA
1211
Mercer Capital Advisers
New Jersey
$1.13M
WAAG
1212
Wealth Alliance Advisory Group
Kansas
$1.13M +$21.7K +94 +2%
DCM
1213
Davidson Capital Management
Texas
$1.13M +$772K +3,349 +215%
GHAM
1214
Gilman Hill Asset Management
Connecticut
$1.13M +$197K +854 +21%
FFS
1215
Founders Financial Securities
Maryland
$1.12M +$1.13M +4,890 New
SWMG
1216
Signature Wealth Management Group
Georgia
$1.12M +$340K +1,475 +43%
ACM
1217
Allred Capital Management
Texas
$1.12M -$92.2K -400 -8%
LJAC
1218
L.J. Altfest & Co
New York
$1.12M +$175K +760 +18%
PAM
1219
Premier Asset Management
Illinois
$1.12M +$464K +2,012 +70%
AWM
1220
Aberdeen Wealth Management
Illinois
$1.11M +$23.3K +101 +2%
BDS
1221
Banco de Sabadell
Florida
$1.11M -$2.74M -11,903 -71%
SG
1222
StoneX Group
New York
$1.11M +$54.2K +235 +5%
V
1223
VeraBank
Texas
$1.11M
CWM
1224
Circle Wealth Management
New Jersey
$1.1M +$351K +1,521 +46%
PTP
1225
Platform Technology Partners
New York
$1.1M -$98K -425 -8%

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.