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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
DI
1326
Diligent Investors
California
$841K -$48.9K -222 -6%
EP
1327
Edgestream Partners
New Jersey
$841K +$492K +2,230 +177%
BAM
1328
Bruderman Asset Management
New York
$836K -$297K -1,348 -28%
BWAM
1329
Boyd Watterson Asset Management
Ohio
$831K
HT
1330
Heritage Trust
Oklahoma
$831K +$1.1K +5 +0.1%
WPA
1331
West Paces Advisors
Georgia
$831K +$15K +68 +2%
HFRG
1332
Houlihan Financial Resource Group
Virginia
$830K +$759K +3,441 New
TPWA
1333
TRUE Private Wealth Advisors
Oregon
$829K -$3.31K -15 -0.4%
1SB
1334
1ST Source Bank
Indiana
$828K -$7.71K -35 -1%
LA
1335
Legacy Advisors
Pennsylvania
$826K +$58.6K +266 +8%
ODCM
1336
Old Dominion Capital Management
Virginia
$824K -$115K -521 -13%
HCM
1337
Hollencrest Capital Management
California
$824K
VCM
1338
Vigilant Capital Management
Maine
$824K +$48.3K +219 +7%
SCA
1339
Snowden Capital Advisors
New York
$820K +$27.8K +126 +4%
IP
1340
Intellectus Partners
California
$818K +$661 +3 +0.1%
WAM
1341
Weatherly Asset Management
California
$818K +$15.4K +70 +2%
WA
1342
WealthTrust Axiom
Pennsylvania
$814K
BSB
1343
Bangor Savings Bank
Maine
$810K +$9.26K +42 +1%
FSA
1344
Franklin Street Advisors
North Carolina
$810K +$24.9K +113 +3%
RIA
1345
Realta Investment Advisors
Delaware
$808K -$46.7K -212 -6%
CT
1346
Chicago Trust
Illinois
$807K -$34.2K -155 -4%
IA
1347
Independence Advisors
Pennsylvania
$805K -$15.4K -70 -2%
JIC
1348
Joel Isaacson & Co
New York
$801K
VIM
1349
Vista Investment Management
Pennsylvania
$799K -$2.65K -12 -0.4%
AW
1350
ACG Wealth
Georgia
$794K -$32.6K -148 -4%

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.