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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
IA
1226
IFP Advisors
Florida
$1.1M +$153K +695 +18%
HWA
1227
Heritage Wealth Advisors
Virginia
$1.09M -$44.1K -200 -4%
DI
1228
DAGCO Inc
Ohio
$1.09M -$33.1K -150 -3%
FFWA
1229
FRG Family Wealth Advisors
Washington
$1.08M -$51.8K -235 -5%
Flossbach Von Storch
1230
Flossbach Von Storch
Germany
$1.08M -$9.83M -44,600 -91%
SSWM
1231
Sheets Smith Wealth Management
North Carolina
$1.08M -$15.2K -69 -2%
CCM
1232
Check Capital Management
California
$1.08M -$1.54K -7 -0.2%
PWMAG
1233
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M +$26.5K +120 +3%
CWAG
1234
Compton Wealth Advisory Group
Virginia
$1.08M -$6.83K -31 -0.7%
ATPW
1235
Ashton Thomas Private Wealth
Arizona
$1.08M +$487K +2,211 +98%
AC
1236
Alexandria Capital
Virginia
$1.08M -$2.2K -10 -0.2%
WA
1237
WP Advisors
California
$1.07M +$16.8K +76 +2%
SG
1238
StoneX Group
New York
$1.07M +$45.6K +207 +5%
AWA
1239
Arete Wealth Advisors
Illinois
$1.07M +$441 +2 +0%
BOPW
1240
Brandywine Oak Private Wealth
Pennsylvania
$1.07M -$36.2K -164 -4%
NB
1241
NBT Bank
New York
$1.06M -$13.7K -62 -1%
LFAS
1242
Level Four Advisory Services
Texas
$1.06M -$230K -1,042 -20%
MMHP
1243
Murphy Middleton Hinkle & Parker
Georgia
$1.06M
BMC
1244
Beaton Management Company
Massachusetts
$1.05M
WSC
1245
Wellington Shields & Co
New York
$1.05M +$963K +4,370 New
CDH
1246
Charles D. Hyman
$1.05M +$148K +673 +18%
SLG
1247
Stanley-Laman Group
Pennsylvania
$1.04M -$16.1K -73 -2%
PAS
1248
Park Avenue Securities
New York
$1.04M +$274K +1,244 +41%
BOTW
1249
Bank of the West
California
$1.04M -$231K -1,050 -20%
TA
1250
Trellis Advisors
Washington
$1.04M -$5.29K -24 -0.6%

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.