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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
WWM
1326
Windsor Wealth Management
Indiana
$884K -$15.7K -68 -2%
ESB
1327
Essex Savings Bank
Connecticut
$883K -$13.8K -60 -2%
GC
1328
GFG Capital
Florida
$881K +$182K +790 +26%
FCBT
1329
First Citizens Bank & Trust
North Carolina
$880K -$46.6K -202 -5%
AIS
1330
AM Investment Strategies
Tennessee
$878K +$2.77K +12 +0.3%
CCM
1331
Check Capital Management
California
$877K +$10.6K +46 +1%
QI
1332
Qtron Investments
Massachusetts
$873K +$132K +573 +18%
JCM
1333
Jag Capital Management
Missouri
$866K -$21.9K -95 -2%
MA
1334
Montag & Associates
Georgia
$864K +$31.8K +138 +4%
WB
1335
Webster Bank
Connecticut
$854K
PBC
1336
Pavion Blue Capital
California
$853K -$23.3K -101 -3%
PIM
1337
Perpetual Investment Management
Australia
$853K +$866K +3,754 New
CPIG
1338
Chicago Partners Investment Group
Illinois
$850K +$28.8K +125 +4%
KF
1339
Krilogy Financial
Missouri
$849K +$3.46K +15 +0.4%
FTDI
1340
First Trust Direct Indexing
Massachusetts
$844K +$846K +3,671 New
E
1341
Ergoteles
New York
$843K -$4.87M -21,132 -85%
CPA
1342
Court Place Advisors
Maryland
$842K +$69.2K +300 +9%
CWAG
1343
Compton Wealth Advisory Group
Virginia
$840K -$52.1K -226 -6%
AUB
1344
Atlantic Union Bankshares
Virginia
$838K -$1.84K -8 -0.2%
FP
1345
Financial Perspectives
Minnesota
$838K +$12K +52 +1%
TCWM
1346
Total Clarity Wealth Management
Illinois
$835K +$32.5K +141 +4%
CT
1347
Chicago Trust
Illinois
$833K +$45.9K +199 +6%
VWA
1348
V Wealth Advisors
Kansas
$830K +$563K +2,443 +209%
MCM
1349
Manchester Capital Management
Vermont
$829K +$3.46K +15 +0.4%
CCMIC
1350
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$828K -$8.07K -35 -1%

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.