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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
FMWA
1251
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$97.9K +444 +12%
TAM
1252
Taurus Asset Management
New York
$1.03M
ACA
1253
Anchor Capital Advisors
Massachusetts
$1.03M -$17.2K -78 -2%
AF
1254
Aldebaran Financial
$1.03M -$473K -2,148 -33%
RFN
1255
RDA Financial Network
Iowa
$1.03M -$6.17K -28 -0.6%
PCMC
1256
Paragon Capital Management (Colorado)
Colorado
$1.02M
CHJWM
1257
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M -$26.2K -119 -3%
MCM
1258
MV Capital Management
Maryland
$1.02M +$32.8K +149 +4%
ICM
1259
IMS Capital Management
Oregon
$1.01M +$5.51K +25 +0.6%
FAIM
1260
Financial Advocates Investment Management
Washington
$1M -$56.7K -257 -6%
BPA
1261
Beacon Pointe Advisors
California
$1M +$914K +4,146 New
VCAM
1262
Van Cleef Asset Management
Ohio
$995K
BCM
1263
Bourgeon Capital Management
Connecticut
$994K +$61.7K +280 +7%
EI
1264
Ethic Inc
New York
$991K +$906K +4,111 New
TC
1265
Trust Company
Kansas
$990K -$10.4K -47 -1%
GSBTD
1266
Glenview State Bank Trust Department
Illinois
$987K
MBTD
1267
Mechanics Bank - Trust Department
California
$986K -$16.3K -74 -2%
FBFS
1268
First Business Financial Services
Wisconsin
$981K -$7.05K -32 -0.8%
BFA
1269
Beaumont Financial Advisors
Massachusetts
$981K +$49.6K +225 +6%
DAM
1270
Doheny Asset Management
California
$980K -$33.1K -150 -4%
WP
1271
WealthPLAN Partners
Nebraska
$979K -$84K -381 -8%
FM
1272
Family Management
New York
$978K +$57.5K +261 +7%
HPC
1273
Hobart Private Capital
North Carolina
$977K +$531K +2,411 +147%
NL
1274
NWAM LLC
Washington
$971K +$17K +77 +2%
BCA
1275
Bay Colony Advisors
Massachusetts
$966K -$85.7K -389 -9%

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.