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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
OIA
1226
Optimum Investment Advisors
Illinois
$1.1M +$8.3K +36 +0.8%
ARMC
1227
American Research & Management Company
Massachusetts
$1.1M +$28.8K +125 +3%
OWM
1228
OneAscent Wealth Management
Alabama
$1.1M +$1.1M +4,788 New
AP
1229
Advisors Preferred
Maryland
$1.1M +$757K +3,285 +212%
CHJWM
1230
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M -$1.15K -5 -0.1%
HWM
1231
Hohimer Wealth Management
Washington
$1.09M -$66.6K -289 -6%
QCG
1232
Quadrant Capital Group
Ohio
$1.09M -$10.4K -45 -0.9%
NL
1233
NWAM LLC
Washington
$1.09M +$1.09M +4,721 New
CAG
1234
Crestwood Advisors Group
Massachusetts
$1.08M +$14.3K +62 +1%
IF
1235
Ironwood Financial
Arizona
$1.08M +$1.05M +4,555 +3,037%
BFG
1236
Berger Financial Group
Minnesota
$1.08M +$1.08M +4,705 New
MFA
1237
Mayflower Financial Advisors
Massachusetts
$1.07M +$1.08M +4,676 New
QCM
1238
Quest Capital Management
Texas
$1.07M -$56.3K -244 -5%
BFA
1239
Beaumont Financial Advisors
Massachusetts
$1.07M +$125K +544 +13%
WA
1240
WP Advisors
California
$1.06M +$7.38K +32 +0.7%
AAP
1241
Arax Advisory Partners
Colorado
$1.06M -$27.7K -120 -3%
CFA
1242
Camarda Financial Advisors
Florida
$1.06M +$4.15K +18 +0.4%
CAM
1243
Covenant Asset Management
New Jersey
$1.05M +$107K +466 +11%
FMB
1244
Field & Main Bank
Kentucky
$1.04M -$55.3K -240 -5%
FPCP
1245
Fort Point Capital Partners
California
$1.04M -$1.61K -7 -0.2%
GI
1246
GAMCO Investors
Connecticut
$1.04M -$334K -1,450 -24%
NPA
1247
Nichols & Pratt Advisers
Massachusetts
$1.03M
AFC
1248
AFT Forsyth & Company
Florida
$1.03M +$40.3K +175 +4%
RWM
1249
Ritholtz Wealth Management
New York
$1.03M -$159K -689 -13%
MC
1250
Mathes Company
New York
$1.03M -$5.3K -23 -0.5%

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.