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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
ER
1501
Enlightenment Research
Florida
$554K -$639K -2,900 -56%
NJBEST
1502
New Jersey Better Educational Savings Trust
New Jersey
$554K -$22K -100 -4%
PK
1503
Pflug Koory
Nebraska
$553K
WTFG
1504
Wells Trecaso Financial Group
Ohio
$553K +$9.04K +41 +2%
SIM
1505
Stratos Investment Management
Ohio
$551K +$504K +2,287 New
CWA
1506
Clarus Wealth Advisors
Arizona
$550K
RCC
1507
Red Cedar Capital
Nebraska
$550K
AF
1508
Allworth Financial
California
$547K +$67K +304 +15%
FMT
1509
First Mercantile Trust
Tennessee
$547K +$223K +1,010 +80%
PWPS
1510
Pinnacle Wealth Planning Services
Ohio
$546K +$79.8K +362 +19%
CA
1511
Capital Advantage
California
$543K -$30.6K -139 -5%
CAMG
1512
CWA Asset Management Group
Florida
$540K -$36.8K -167 -7%
MCWS
1513
McKinley Carter Wealth Services
West Virginia
$540K +$41K +186 +9%
MCM
1514
McRae Capital Management
New Jersey
$539K +$165K +750 +50%
SCM
1515
SOL Capital Management
Maryland
$538K -$44.1K -200 -8%
CAAS
1516
Capital Asset Advisory Services
Michigan
$538K +$518K +2,352 New
1WA
1517
180 Wealth Advisors
Washington
$537K -$36.6K -166 -7%
SRC
1518
Sage Rhino Capital
California
$536K -$8.16K -37 -2%
CAG
1519
Csenge Advisory Group
Florida
$536K -$6.39K -29 -1%
BPCE
1520
Bank Pictet & Cie (Europe)
Germany
$534K -$94.6K -429 -16%
FANJ
1521
Financial Architects (New Jersey)
New Jersey
$531K +$8.38K +38 +2%
ITIM
1522
Indiana Trust & Investment Management
Indiana
$530K -$16.5K -75 -3%
QIM
1523
Quest Investment Management
Oregon
$528K
PL
1524
Plancorp LLC
Missouri
$527K +$40.6K +184 +9%
BBNA
1525
Bremer Bank National Association
Minnesota
$526K -$60.2K -273 -11%

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.