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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
TF
1376
TLWM Financial
Texas
$741K -$3.97K -18 -0.6%
EB
1377
Eastern Bank
Massachusetts
$739K +$1.54K +7 +0.2%
ABP
1378
Arthur B. Page
$737K -$79.8K -362 -11%
FI
1379
FormulaFolio Investments
Michigan
$734K -$219K -993 -25%
PWW
1380
Pettyjohn Wood & White
Virginia
$732K -$27.6K -125 -4%
FAM
1381
Formidable Asset Management
Ohio
$732K +$678K +3,078 New
NAM
1382
Nexpoint Asset Management
Texas
$730K +$668K +3,030 New
IIC
1383
Integrated Investment Consultants
Michigan
$728K -$146K -664 -18%
LA
1384
Lau Associates
Delaware
$727K -$7.5K -34 -1%
HFG
1385
Heron Financial Group
New York
$724K +$697K +3,164 New
EGA
1386
E&G Advisors
Texas
$723K -$88.2K -400 -12%
NSEDCP
1387
NJ State Employees Deferred Compensation Plan
New Jersey
$723K
EWF
1388
Epstein & White Financial
California
$722K +$663K +3,010 New
DA
1389
Dillon & Associates
Michigan
$720K -$33.1K -150 -5%
MGWM
1390
Marks Group Wealth Management
Minnesota
$720K +$658K +2,987 New
ISWM
1391
Independent Solutions Wealth Management
New York
$720K +$658K +2,985 New
ZIC
1392
ZWJ Investment Counsel
Georgia
$718K +$27.1K +123 +4%
CT
1393
Cambridge Trust
Massachusetts
$716K +$57.8K +262 +10%
ACP
1394
Aveo Capital Partners
Colorado
$714K
NIC
1395
Northwest Investment Counselors
Oregon
$713K
WI
1396
WrapManager Inc
California
$713K +$398K +1,807 +157%
AIM
1397
Arcadia Investment Management
Michigan
$711K +$82.7K +375 +15%
WA
1398
WESPAC Advisors
California
$709K -$80.9K -367 -11%
NAS
1399
Nicolet Advisory Services
Wisconsin
$709K +$1.76K +8 +0.3%
ATIA
1400
American Trust Investment Advisors
New Hampshire
$709K +$20.5K +93 +3%

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.