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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
EWA
1426
ERTS Wealth Advisors
Michigan
$665K +$27.6K +125 +5%
HCM
1427
Howland Capital Management
Massachusetts
$664K -$69K -313 -10%
CIM
1428
CIM Investment Management
Pennsylvania
$663K
EDRIA
1429
Edmonds Duncan Registered Investment Advisors
Kansas
$663K
FCA
1430
FLC Capital Advisors
California
$661K
AL
1431
Aspiriant LLC
California
$657K
SBA
1432
Secrest Blakey & Associates
North Carolina
$656K -$601K -2,728 -50%
BFO
1433
Biltmore Family Office
North Carolina
$655K +$17K +77 +3%
FBT
1434
First Bank & Trust
South Dakota
$655K +$590K +2,675 +6,688%
HR
1435
Hayden Royal
North Carolina
$654K +$377K +1,709 +140%
SW
1436
SlateStone Wealth
Florida
$654K +$138K +624 +30%
PAM
1437
Private Asset Management
California
$652K
GBT
1438
Grove Bank & Trust
Florida
$652K +$46.3K +210 +8%
IFG
1439
Investors Financial Group
Minnesota
$652K +$596K +2,705 New
VEA
1440
Virtus ETF Advisers
New York
$651K -$273K -1,240 -31%
NCM
1441
Nelson Capital Management
California
$650K -$66.1K -300 -10%
PFGIA
1442
Patriot Financial Group Insurance Agency
Massachusetts
$650K +$185K +840 +45%
ATWA
1443
Arbor Trust Wealth Advisors
Michigan
$650K +$594K +2,695 New
AMC
1444
Asset Management Corp
Illinois
$650K +$594K +2,696 New
PMFA
1445
Plante Moran Financial Advisors
Michigan
$646K -$83.8K -380 -12%
PCM
1446
Perritt Capital Management
Illinois
$646K -$4.41K -20 -0.7%
CFMC
1447
Curbstone Financial Management Corp
New Hampshire
$644K
BWA
1448
Burt Wealth Advisors
Maryland
$642K
FEM
1449
Fulcrum Equity Management
Texas
$640K -$20.1K -91 -3%
CSA
1450
Cottage Street Advisors
Massachusetts
$640K

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.