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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
CM
1526
Columbus Macro
Pennsylvania
$524K -$32.4K -147 -6%
PG
1527
Patten Group
Tennessee
$523K +$4.41K +20 +0.9%
SFWA
1528
Summit Financial Wealth Advisors
Louisiana
$522K
WA
1529
Wealth Architects
California
$519K +$14.8K +67 +3%
KPCM
1530
Kings Point Capital Management
New York
$517K +$138K +624 +41%
FCFC
1531
First Citizens Financial Corp
Iowa
$516K +$472K +2,142 New
KF
1532
Krilogy Financial
Missouri
$515K +$7.05K +32 +2%
TMAM
1533
Tokio Marine Asset Management
Japan
$515K +$30.9K +140 +7%
CQS
1534
Credential Qtrade Securities
$513K -$7.05K -32 -1%
SIM
1535
SSI Investment Management
California
$512K -$2.87K -13 -0.6%
WANY
1536
Wealthspire Advisors (New York)
New York
$512K +$104K +473 +29%
EWG
1537
Executive Wealth Group
Washington
$510K
BMC
1538
Benin Management Corp
Connecticut
$510K -$4.41K -20 -0.9%
PP
1539
PagnatoKarp Partners
Virginia
$506K +$13.7K +62 +3%
IFS
1540
Ifrah Financial Services
Arkansas
$504K -$6.83K -31 -1%
EAM
1541
Evanson Asset Management
California
$504K +$882 +4 +0.2%
NG
1542
Northstar Group
New York
$503K -$48.3K -219 -10%
LC
1543
Lindbrook Capital
California
$502K +$7.5K +34 +2%
ACM
1544
Anfield Capital Management
California
$502K +$477K +2,164 New
PCS
1545
Personal CFO Solutions
New Jersey
$500K +$460K +2,089 New
KWMG
1546
King Wealth Management Group
Florida
$499K +$110K +501 +32%
SCM
1547
Spreng Capital Management
Ohio
$499K +$457K +2,071 New
ET
1548
Equitable Trust
Tennessee
$497K +$29.1K +132 +7%
ATC
1549
Adirondack Trust Company
New York
$497K +$234K +1,060 +85%
WCM
1550
Weld Capital Management
New York
$495K +$453K +2,054 New

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.