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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
CA
1501
Capital Advantage
California
$611K +$32.5K +141 +6%
VEA
1502
Virtus ETF Advisers
New York
$610K -$7.15K -31 -1%
WTFG
1503
Wells Trecaso Financial Group
Ohio
$610K +$19.8K +86 +3%
CP
1504
Capital Planning
Washington
$609K +$611K +2,650 New
BOTW
1505
Bank of the West
California
$606K -$85.8K -372 -12%
GKWIM
1506
Gerber Kawasaki Wealth & Investment Management
California
$606K +$102K +444 +20%
MHIC
1507
Marble Harbor Investment Counsel
Massachusetts
$604K +$23.1K +100 +4%
JIP
1508
Jaffetilchin Investment Partners
Florida
$603K +$17.5K +76 +3%
FAM
1509
Formidable Asset Management
Ohio
$602K
BOH
1510
Bank of Hawaii
Hawaii
$598K -$167K -725 -22%
CCM
1511
Community Capital Management
Florida
$598K -$158K -685 -21%
RFA
1512
Reilly Financial Advisors
California
$598K +$4.61K +20 +0.8%
WP
1513
Waycross Partners
Kentucky
$598K +$599K +2,600 New
JDR
1514
Jay D. Rosenbaum
$597K
HFA
1515
High Falls Advisors
New York
$595K +$596K +2,587 New
KOCAA
1516
Knights of Columbus Asset Advisors
Connecticut
$594K +$461 +2 +0.1%
BWA
1517
Burt Wealth Advisors
Maryland
$590K
PI
1518
PFS Investments
Georgia
$586K -$5.42M -23,495 -91%
QAM
1519
QCI Asset Management
New York
$586K +$24.9K +108 +4%
SWA
1520
Sutton Wealth Advisors
Florida
$582K +$2.54K +11 +0.4%
FHC
1521
First Heartland Consultants
Missouri
$581K -$91.8K -398 -14%
WC
1522
Westhampton Capital
North Carolina
$581K
AA
1523
Apriem Advisors
California
$580K +$5.99K +26 +1%
FCA
1524
FLC Capital Advisors
California
$579K
DMC
1525
Drexel Morgan & Co
Pennsylvania
$577K

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.