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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
SWMG
1351
Signature Wealth Management Group
Georgia
$793K -$11.7K -53 -2%
CCM
1352
Community Capital Management
Florida
$792K
HIM
1353
Hillsdale Investment Management
Ontario, Canada
$788K
ACM
1354
Argent Capital Management
Missouri
$786K
NFG
1355
Nations Financial Group
Iowa
$784K +$119K +539 +20%
SOAMC
1356
Spirit of America Management Corp
New York
$783K
ARMT
1357
Amica Retiree Medical Trust
Rhode Island
$781K
RPC
1358
Rossmore Private Capital
Connecticut
$777K
VAM
1359
Verity Asset Management
North Carolina
$776K -$40.8K -185 -5%
TCWM
1360
Total Clarity Wealth Management
Illinois
$774K +$708K +3,210 New
EIP
1361
Ellis Investment Partners
Pennsylvania
$772K +$220 +1 +0%
BG
1362
Berry Group
Massachusetts
$772K +$706K +3,204 New
FA
1363
FMA Advisory
Pennsylvania
$771K -$21.6K -98 -3%
PWA
1364
Providence Wealth Advisors
Illinois
$770K -$88.2K -400 -11%
ACM
1365
Armbruster Capital Management
New York
$767K
CCMD
1366
Cypress Capital Management (Delaware)
Delaware
$761K -$11K -50 -2%
H
1367
HoyleCohen
California
$760K
CWM
1368
Circle Wealth Management
New Jersey
$759K -$24K -109 -3%
CC
1369
Centiva Capital
New York
$759K +$336K +1,524 +94%
IWC
1370
Integrated Wealth Concepts
Massachusetts
$755K +$340K +1,542 +97%
FCCM
1371
First City Capital Management
Georgia
$753K -$1.76K -8 -0.3%
CPSC
1372
Carl P. Sherr & Co
Massachusetts
$750K +$686K +3,110 New
MGIA
1373
Moneta Group Investment Advisors
Missouri
$746K -$16.1K -73 -2%
LSAG
1374
Lake Street Advisors Group
New Hampshire
$746K -$8.16K -37 -1%
FHC
1375
First Heartland Consultants
Missouri
$743K +$29.5K +134 +5%

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.