We are live on ! Find out more

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
XSC
1576
X-Square Capital
Puerto Rico
$475K +$36.2K +164 +9%
TF
1577
TimeScale Financial
Massachusetts
$474K -$22K -100 -5%
BHIA
1578
Birch Hill Investment Advisors
Massachusetts
$473K
OFS
1579
Orrstown Financial Services
Pennsylvania
$473K +$408K +1,851 +1,730%
ACM
1580
Alta Capital Management
Utah
$472K
RB
1581
Rodgers Brothers
Pennsylvania
$471K
MIC
1582
Means Investment Company
Maine
$471K +$5.95K +27 +1%
TAM
1583
Townsend Asset Management
North Carolina
$470K +$430K +1,951 New
LOPW
1584
Live Oak Private Wealth
North Carolina
$469K +$429K +1,944 New
PLFAM
1585
Pineno Levin & Ford Asset Management
Virginia
$467K
VWA
1586
V Wealth Advisors
Kansas
$467K
SWA
1587
SFMG Wealth Advisors
Texas
$466K -$6.17K -28 -1%
JCM
1588
Janney Capital Management
Pennsylvania
$465K -$3.09K -14 -0.7%
CCA
1589
Clearwater Capital Advisors
Illinois
$460K -$4.19K -19 -1%
RGIA
1590
Rainier Group Investment Advisory
Washington
$459K -$84.6K -384 -17%
CST
1591
Charles Schwab Trust
Nevada
$459K
TWM
1592
Torch Wealth Management
Ohio
$458K
FFN
1593
Focus Financial Network
Minnesota
$458K -$17.9K -81 -4%
FSA
1594
Fort Sheridan Advisors
Illinois
$457K +$66.8K +303 +19%
ERIM
1595
Eagle Ridge Investment Management
Connecticut
$456K
THWM
1596
Taylor Hoffman Wealth Management
Virginia
$456K
WRM
1597
Weybosset Research & Management
Rhode Island
$452K +$413K +1,875 New
BA
1598
Ballast Advisors
Minnesota
$452K +$414K +1,877 New
PFBT
1599
Parkside Financial Bank & Trust
Missouri
$451K -$2.42K -11 -0.6%
CC
1600
Cedar Capital
Illinois
$451K +$73.6K +334 +22%

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.