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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
AIP
1351
Almanack Investment Partners
Pennsylvania
$827K +$134K +580 +19%
WAM
1352
Weatherly Asset Management
California
$820K -$4.61K -20 -0.6%
WPC
1353
Waters Parkerson & Co
Louisiana
$817K -$2.77K -12 -0.3%
GL
1354
Graypoint LLC
New York
$816K -$22.8K -99 -3%
BCM
1355
Bluefin Capital Management
New York
$815K +$817K +3,544 New
PP
1356
Patten & Patten
Tennessee
$814K +$46.3K +201 +6%
TI
1357
Tidal Investments
Wisconsin
$814K +$149K +647 +22%
PIM
1358
Profit Investment Management
Maryland
$811K -$1.28M -5,546 -61%
GIM
1359
Groesbeck Investment Management
New Jersey
$810K -$26.7K -116 -3%
DAM
1360
Doheny Asset Management
California
$810K -$16.4K -71 -2%
MG
1361
Mather Group
Illinois
$807K +$26.7K +116 +3%
SLT
1362
St Louis Trust
Missouri
$805K
WIC
1363
Wilkins Investment Counsel
Massachusetts
$805K
TMAM
1364
Tokio Marine Asset Management
Japan
$802K +$35.7K +155 +5%
IA
1365
IAM Advisory
Pennsylvania
$800K +$778K +3,375 New
SAM
1366
Security Asset Management
New York
$797K +$138K +600 +21%
CBT
1367
CoreFirst Bank & Trust
Kansas
$793K +$796K +3,451 New
SW
1368
SlateStone Wealth
Florida
$791K +$98.7K +428 +14%
PWA
1369
Phoenix Wealth Advisors
North Carolina
$791K +$793K +3,441 New
CA
1370
Cornerstone Advisory
Maryland
$788K +$52.6K +228 +7%
CWP
1371
CFM Wealth Partners
Texas
$787K
ICP
1372
Interchange Capital Partners
Pennsylvania
$787K +$789K +3,424 New
ODCM
1373
Old Dominion Capital Management
Virginia
$786K
PWPS
1374
Pinnacle Wealth Planning Services
Ohio
$784K -$32K -139 -4%
FMLI
1375
Fukoku Mutual Life Insurance
Japan
$782K

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.