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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
IAIM
1301
International Assets Investment Management
Florida
$931K +$1.02M +4,410 +168%
HIC
1302
Holderness Investments Company
North Carolina
$930K -$253K -1,096 -21%
GAM
1303
Gotham Asset Management
New York
$929K -$958K -4,155 -51%
TAM
1304
Taurus Asset Management
New York
$928K -$23.1K -100 -2%
CWM
1305
Calamos Wealth Management
Illinois
$925K -$264K -1,147 -22%
CG
1306
Cutler Group
California
$925K +$922K +4,000 +16,000%
VCAM
1307
Van Cleef Asset Management
Ohio
$923K
GSBTD
1308
Glenview State Bank Trust Department
Illinois
$919K -$11.5K -50 -1%
BTWM
1309
Baker Tilly Wealth Management
Wisconsin
$919K +$921K +3,995 New
IA
1310
IFP Advisors
Florida
$916K -$88.3K -383 -9%
FBFS
1311
First Business Financial Services
Wisconsin
$915K +$36.9K +160 +4%
RG
1312
Renaissance Group
Kentucky
$907K +$55.3K +240 +6%
T
1313
TRUADVICE
Florida
$905K +$188K +817 +29%
WDG
1314
Wealth Dimensions Group
Ohio
$902K +$905K +3,924 New
MCM
1315
Maryland Capital Management
Maryland
$901K -$49.8K -216 -5%
RA
1316
Riverstone Advisors
Texas
$901K
JWCA
1317
J.W. Cole Advisors
Florida
$897K -$1.44M -6,254 -62%
BMC
1318
Beaton Management Company
Massachusetts
$897K
TAM
1319
Trust Asset Management
Texas
$894K +$206K +892 +30%
GP
1320
Geneva Partners
Wisconsin
$892K -$1.89M -8,215 -68%
DDC
1321
DF Dent & Co
Maryland
$891K
TIA
1322
Tiemann Investment Advisors
California
$887K +$481K +2,086 +118%
QT
1323
Quantbot Technologies
New York
$887K +$890K +3,859 New
FPS
1324
Fieldpoint Private Securities
Connecticut
$885K -$58.8K -255 -6%
SOAMC
1325
Spirit of America Management Corp
New York
$885K

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.