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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
LWM
1426
Lyell Wealth Management
California
$710K +$144K +625 +25%
FMN
1427
Financial Management Network
California
$707K +$646K +2,800 New
HCM
1428
HMS Capital Management
Tennessee
$706K -$51.6K -224 -7%
MOS
1429
MGO One Seven
Ohio
$705K -$34.8K -151 -5%
BG
1430
Berry Group
Massachusetts
$705K
EGA
1431
E&G Advisors
Texas
$702K
MSA
1432
Marino Stram & Associates
Massachusetts
$701K +$70.1K +304 +11%
HVIA
1433
Hudson Valley Investment Advisors
New York
$700K
VF
1434
Virtu Financial
New York
$700K +$702K +3,045 New
TFIPS
1435
Towarzystwo Funduszy Inwestycyjnych PZU SA
$699K +$701K +3,042 New
ACM
1436
AlphaStar Capital Management
North Carolina
$699K -$31.4K -136 -5%
BWCS
1437
Beirne Wealth Consulting Services
Connecticut
$698K -$25.1K -109 -3%
NIC
1438
Northwest Investment Counselors
Oregon
$698K -$6.46K -28 -0.9%
KFS
1439
Kurt F. Somerville
$697K
MRCM
1440
M&R Capital Management
New Jersey
$697K +$28.8K +125 +4%
IA
1441
Insight Advisors
Pennsylvania
$697K +$699K +3,031 New
SCM
1442
Stonebridge Capital Management
California
$695K +$9.22K +40 +1%
H
1443
HoyleCohen
California
$694K +$125K +540 +22%
AMC
1444
Asset Management Corp
Illinois
$693K +$381K +1,651 +141%
CPSC
1445
Carl P. Sherr & Co
Massachusetts
$692K
CIP
1446
Chartwell Investment Partners
Pennsylvania
$692K +$21K +91 +3%
NSEDCP
1447
NJ State Employees Deferred Compensation Plan
New Jersey
$690K
PWW
1448
Pettyjohn Wood & White
Virginia
$687K -$8.53K -37 -1%
ATIA
1449
American Trust Investment Advisors
New Hampshire
$683K +$32.7K +142 +5%
SLWA
1450
San Luis Wealth Advisors
California
$681K +$683K +2,963 New

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.