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Amgen
AMGN

Overview Fund Activity

2,121 hedge funds and large institutions have $90.1B invested in Amgen in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 866 increasing their positions, 847 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,121
Holders Change
-64
Holders Change %
-2.93%
% of All Funds
37.25%
Holding in Top 10
26
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-39.53%
% of All Funds
0.46%
New
113
Increased
866
Reduced
847
Closed
146
Calls
$948M
Puts
$1.04B
Net Calls
-$95.8M
Net Calls Change
-$316M

Top Buyers

1
BlackRock
BlackRock
New York
+$253M
2
Charles Schwab
Charles Schwab
California
+$196M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$164M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$157M
5
Barclays
Barclays
United Kingdom
+$125M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$728M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$550M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$241M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
1526
Measured Wealth Private Client Group
New Hampshire
$475K -$34K -160 -7%
PWW
1527
Pettyjohn Wood & White
Virginia
$475K -$10.6K -50 -2%
WA
1528
Wealth Architects
California
$475K +$1.28K +6 +0.3%
AWA
1529
Aaron Wealth Advisors
Illinois
$475K +$6.58K +31 +1%
SP
1530
Successful Portfolios
Florida
$472K +$6.59K +31 +1%
UAML
1531
US Asset Management LLC
Pennsylvania
$472K +$472K +2,220 New
TCPWM
1532
Traverso Chambers Private Wealth Management
California
$470K +$12.1K +57 +3%
HA
1533
Harfst & Associates
Wyoming
$468K +$3.4K +16 +0.7%
KPW
1534
Kore Private Wealth
New York
$468K +$29.1K +137 +7%
ATWA
1535
Arbor Trust Wealth Advisors
Michigan
$467K -$3.19K -15 -0.7%
SWP
1536
Strategic Wealth Partners
Ohio
$465K -$178K -838 -28%
TNA
1537
True North Advisors
Texas
$465K +$232K +1,090 +99%
AWE
1538
Avidian Wealth Enterprises
Texas
$461K +$86.2K +405 +23%
BHIA
1539
Birch Hill Investment Advisors
Massachusetts
$460K +$42.5K +200 +10%
GAM
1540
Gotham Asset Management
New York
$460K +$460K +2,163 New
EGM
1541
Engineers Gate Manager
New York
$457K -$2.2M -10,322 -83%
AOWM
1542
Alpha Omega Wealth Management
Virginia
$457K – – –
PFBT
1543
Parkside Financial Bank & Trust
Missouri
$455K +$16.2K +76 +4%
FCFC
1544
First Citizens Financial Corp
Iowa
$453K -$19.1K -90 -4%
SCM
1545
SOL Capital Management
Maryland
$452K – – –
MA
1546
MJP Associates
Connecticut
$451K -$425 -2 -0.1%
EAM
1547
Evanson Asset Management
California
$451K +$485 +2 +0.1%
EWG
1548
Executive Wealth Group
Washington
$450K – – –
CTA
1549
Colonial Trust Advisors
South Carolina
$450K +$5.32K +25 +1%
LSPW
1550
Lake Street Private Wealth
Illinois
$449K -$4.26K -20 -0.9%
60 61
62
63 64