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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
BOPW
1251
Brandywine Oak Private Wealth
Pennsylvania
$1.03M -$16.6K -72 -2%
HKAM
1252
Horizon Kinetics Asset Management
New York
$1.02M -$135K -586 -12%
PAMG
1253
Patton Albertson Miller Group
Tennessee
$1.02M -$91.3K -396 -8%
SMH
1254
Sanders Morris Harris
Texas
$1.02M
BMWM
1255
Brown Miller Wealth Management
Virginia
$1.02M +$1.02M +4,432 New
AA
1256
Argent Advisors
Louisiana
$1.01M +$86.5K +375 +9%
MCM
1257
Mork Capital Management
California
$1.01M +$1.01M +4,400 New
MA
1258
Mosaic Advisors
Texas
$1.01M +$1.01M +4,398 New
WSC
1259
Wellington Shields & Co
New York
$1.01M +$31.4K +136 +3%
AC
1260
Alexandria Capital
Virginia
$1M +$1.38K +6 +0.1%
EPWM
1261
Essex Private Wealth Management
Massachusetts
$1M
RIA
1262
Regal Investment Advisors
Michigan
$1M +$1.01M +4,366 New
OTPPB
1263
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1M -$799K -3,467 -44%
TA
1264
Trellis Advisors
Washington
$1M -$7.38K -32 -0.7%
PWA
1265
Providence Wealth Advisors
Illinois
$1M +$52.1K +226 +5%
BIM
1266
Baldwin Investment Management
Pennsylvania
$997K +$34.6K +150 +4%
BPCA
1267
Bank Pictet & Cie (Asia)
Singapore
$997K +$165K +717 +20%
LFAS
1268
Level Four Advisory Services
Texas
$995K +$49.3K +214 +5%
MIM
1269
Moseley Investment Management
Florida
$995K +$331K +1,435 +50%
KCM
1270
Kendall Capital Management
Maryland
$994K -$39.2K -170 -4%
CWM
1271
Centric Wealth Management
Illinois
$993K +$368K +1,597 +59%
WI
1272
WrapManager Inc
California
$986K -$18.2K -79 -2%
VBCG
1273
Valley Brook Capital Group
Pennsylvania
$986K +$989K +4,290 New
COF
1274
Capital One Financial
Virginia
$985K -$197K -853 -17%
MWM
1275
Mascoma Wealth Management
New Hampshire
$985K +$988K +4,285 New

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.