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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
SIA
1551
Soltis Investment Advisors
Utah
$538K +$540K +2,342 New
AW
1552
ACG Wealth
Georgia
$535K +$7.84K +34 +1%
SRC
1553
Sage Rhino Capital
California
$534K
WA
1554
Wealth Architects
California
$534K +$2.77K +12 +0.5%
CFD
1555
Creative Financial Designs
Indiana
$534K +$468K +2,032 +701%
AWA
1556
ARS Wealth Advisors
Florida
$533K +$249K +1,080 +87%
GWMIA
1557
Global Wealth Management Investment Advisory
Florida
$532K +$48.6K +211 +10%
TC
1558
Trust Company
Kansas
$531K -$23.3K -101 -4%
CAMG
1559
CWA Asset Management Group
Florida
$531K -$1.38K -6 -0.3%
PPWP
1560
Proquility Private Wealth Partners
Nevada
$531K +$533K +2,310 New
EB
1561
Eastern Bank
Massachusetts
$530K -$115K -500 -18%
FNC
1562
First National Corp
Massachusetts
$529K +$16.6K +72 +3%
RHBC
1563
R.H. Bluestein & Co
Michigan
$529K +$46.1K +200 +10%
Arrowstreet Capital
1564
Arrowstreet Capital
Massachusetts
$529K +$530K +2,300 New
PK
1565
Pflug Koory
Nebraska
$527K
AIM
1566
Alhambra Investment Management
Florida
$526K -$10.6K -46 -2%
CFMC
1567
Curbstone Financial Management Corp
New Hampshire
$524K
RCC
1568
Red Cedar Capital
Nebraska
$524K
FHA
1569
Flagship Harbor Advisors
Massachusetts
$523K +$153K +663 +41%
AA
1570
AQR Arbitrage
Connecticut
$523K +$534K +2,314 New
FCFC
1571
First Citizens Financial Corp
Iowa
$521K +$46.1K +200 +10%
JGGDR
1572
JGP Global Gestao de Recursos
Brazil
$519K -$8.07K -35 -2%
CPO
1573
Cerity Partners OCIO
New York
$518K +$32.7K +142 +7%
AWA
1574
Aaron Wealth Advisors
Illinois
$517K +$519K +2,251 New
CT
1575
Cambridge Trust
Massachusetts
$514K -$27.7K -120 -5%

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.