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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
BWP
1401
BSW Wealth Partners
Colorado
$740K +$79.1K +343 +12%
CBN
1402
Cadence Bank NA
Texas
$740K +$85.3K +370 +13%
LA
1403
Legacy Advisors
Pennsylvania
$739K +$3.92K +17 +0.5%
DI
1404
Diligent Investors
California
$736K +$692 +3 +0.1%
SIP
1405
Scott Investment Partners
United Kingdom
$736K +$738K +3,200 New
HFG
1406
Heron Financial Group
New York
$735K -$27.7K -120 -4%
SFSIG
1407
San Francisco Sentry Investment Group
California
$732K +$24.2K +105 +3%
IIC
1408
Integrated Investment Consultants
Michigan
$731K +$44.5K +193 +6%
GIA
1409
Guyasuta Investment Advisors
Pennsylvania
$731K +$77.2K +335 +12%
MMA
1410
Miracle Mile Advisors
California
$730K +$538K +2,332 +276%
FCCM
1411
First City Capital Management
Georgia
$728K -$591K -2,563 -45%
GBT
1412
Grove Bank & Trust
Florida
$727K +$30.7K +133 +4%
WPP
1413
Whalerock Point Partners
Rhode Island
$727K +$544K +2,358 +294%
NPF
1414
Norris Perne & French
Michigan
$725K
AWA
1415
Arete Wealth Advisors
Illinois
$724K -$521K -2,258 -42%
AIM
1416
Avity Investment Management
Connecticut
$724K
GGS
1417
Galvin Gaustad & Stein
Arizona
$723K +$725K +3,145 New
BKA
1418
Brick & Kyle Associates
Pennsylvania
$722K +$368K +1,597 +103%
MIM
1419
Merrion Investment Management
New Jersey
$720K +$722K +3,132 New
XSC
1420
X-Square Capital
Puerto Rico
$719K +$39.9K +173 +6%
TF
1421
TLWM Financial
Texas
$718K -$7.84K -34 -1%
MGWM
1422
Marks Group Wealth Management
Minnesota
$716K +$21K +91 +3%
CCMD
1423
Cypress Capital Management (Delaware)
Delaware
$714K
OAM
1424
Optimal Asset Management
California
$713K -$1.38K -6 -0.2%
ACM
1425
Argent Capital Management
Missouri
$710K -$40.1K -174 -5%

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.