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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
RIG
1526
Ramiah Investment Group
Wisconsin
$576K +$36K +156 +7%
FNBTCON
1527
First National Bank & Trust Co of Newtown
Pennsylvania
$576K -$69.2K -300 -11%
ABP
1528
Arthur B. Page
$575K
RI
1529
Ridgewood Investments
New Jersey
$575K
WFA
1530
Wellspring Financial Advisors
Ohio
$575K +$22.4K +97 +4%
HA
1531
Harfst & Associates
Wyoming
$574K +$271K +1,175 +89%
WIC
1532
Woodmont Investment Counsel
Tennessee
$571K +$43.8K +190 +8%
BOS
1533
Bingham Osborn & Scarborough
California
$564K -$39.7K -172 -7%
HAM
1534
Hammer Asset Management
California
$564K -$32K -139 -5%
PL
1535
Plancorp LLC
Missouri
$561K +$58.3K +253 +12%
HFM
1536
Harvest Fund Management
China
$559K -$389K -1,687 -41%
PFM
1537
Premier Fund Managers
United Kingdom
$559K
KMWM
1538
Keudell/Morrison Wealth Management
Oregon
$559K +$9.22K +40 +2%
JGIA
1539
Jackson Grant Investment Advisers
Connecticut
$558K -$34.8K -151 -6%
W
1540
WealthStone
Ohio
$553K +$8.3K +36 +2%
ACM
1541
Alethea Capital Management
Washington
$552K -$565K -2,452 -51%
1WA
1542
180 Wealth Advisors
Washington
$552K +$33.2K +144 +7%
RIA
1543
Realta Investment Advisors
Delaware
$549K +$10.1K +44 +2%
CWA
1544
Clarus Wealth Advisors
Arizona
$547K
MIC
1545
Means Investment Company
Maine
$547K +$61.1K +265 +13%
CTI
1546
Community Trust & Investment
Kentucky
$545K +$119K +518 +28%
CW
1547
CreativeOne Wealth
Kansas
$545K +$546K +2,370 New
PFBT
1548
Parkside Financial Bank & Trust
Missouri
$544K +$21.4K +93 +4%
ATWA
1549
Arbor Trust Wealth Advisors
Michigan
$540K -$12.7K -55 -2%
DA
1550
Doliver Advisors
Texas
$538K +$203K +880 +60%

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.