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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
EWM
1451
Executive Wealth Management
Michigan
$677K +$104K +449 +18%
GC
1452
Garde Capital
Washington
$677K +$115K +499 +20%
EWM
1453
Elite Wealth Management
Washington
$675K +$166K +721 +33%
VIM
1454
Vista Investment Management
Pennsylvania
$669K -$68.2K -296 -9%
GSWM
1455
Golden State Wealth Management
California
$668K +$246K +1,067 +58%
SWA
1456
SFMG Wealth Advisors
Texas
$667K +$116K +505 +21%
OIM
1457
Oder Investment Management
California
$667K +$672K +2,914 New
FSA
1458
Franklin Street Advisors
North Carolina
$665K -$6.22K -27 -0.9%
NCM
1459
Northwest Capital Management
Oregon
$665K
BBI
1460
Baxter Bros Inc
Connecticut
$665K +$17.5K +76 +3%
DA
1461
Dillon & Associates
Michigan
$663K -$23.1K -100 -3%
ZIC
1462
ZWJ Investment Counsel
Georgia
$663K +$79.1K +343 +14%
WPA
1463
West Paces Advisors
Georgia
$661K -$73.3K -318 -10%
NAS
1464
Nicolet Advisory Services
Wisconsin
$660K -$5.76K -25 -0.9%
MF
1465
Montis Financial
Massachusetts
$660K +$606K +2,628 New
SCCM
1466
Schafer Cullen Capital Management
New York
$658K
SAM
1467
Strategy Asset Managers
California
$656K -$134K -582 -17%
B
1468
Bellecapital
Switzerland
$656K +$41.3K +179 +7%
GFS
1469
GYL Financial Synergies
Connecticut
$655K -$68.5K -297 -9%
KFA
1470
Kelleher Financial Advisors
New York
$652K -$51.4K -223 -7%
BFO
1471
Biltmore Family Office
North Carolina
$651K +$43.8K +190 +7%
PCMC
1472
Paragon Capital Management (Colorado)
Colorado
$648K -$346K -1,500 -35%
VC
1473
Veracity Capital
Georgia
$648K +$16.6K +72 +3%
MFG
1474
Menard Financial Group
Texas
$646K -$104K -449 -14%
NCM
1475
Nelson Capital Management
California
$643K -$11.3K -49 -2%

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.