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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
MCM
1576
McRae Capital Management
New Jersey
$514K
FANJ
1577
Financial Architects (New Jersey)
New Jersey
$514K +$3K +13 +0.6%
OFS
1578
OneAscent Financial Services
Alabama
$513K -$460K -1,995 -47%
KLWA
1579
Kelly Lawrence W & Associates
California
$512K -$363K -1,575 -41%
LP
1580
LMR Partners
United Kingdom
$512K -$112K -486 -18%
VWM
1581
Vigilare Wealth Management
Arizona
$512K -$87.2K -378 -15%
SCM
1582
SOL Capital Management
Maryland
$512K
JAG
1583
Journey Advisory Group
Kentucky
$508K +$509K +2,209 New
RCM
1584
Radnor Capital Management
Pennsylvania
$507K +$5.76K +25 +1%
FBT
1585
First Bank & Trust
South Dakota
$507K +$60.9K +264 +14%
TAIM
1586
TD Ameritrade Investment Management
Nebraska
$506K -$95.5K -414 -16%
CSA
1587
Cottage Street Advisors
Massachusetts
$506K
OAM
1588
Origin Asset Management
United Kingdom
$506K
DAM
1589
Delta Asset Management
Tennessee
$505K +$11.8K +51 +2%
KPCM
1590
Kings Point Capital Management
New York
$504K -$127K -551 -20%
BHA
1591
Beech Hill Advisors
New York
$502K -$86.5K -375 -15%
SMC
1592
Smith, Moore & Co
Missouri
$501K +$16.4K +71 +3%
PAM
1593
Private Asset Management
California
$499K -$89K -386 -15%
AOWM
1594
Alpha Omega Wealth Management
Virginia
$498K -$18.9K -82 -4%
SAM
1595
Seelaus Asset Management
New Jersey
$497K -$739K -3,206 -60%
CAS
1596
Coppell Advisory Solutions
Texas
$497K +$498K +2,162 New
GSEP
1597
Golden State Equity Partners
California
$497K +$499K +2,164 New
TI
1598
Trexquant Investment
Connecticut
$495K -$213K -924 -30%
EWM
1599
Evermay Wealth Management
Virginia
$495K -$6.92K -30 -1%
PCM
1600
Perritt Capital Management
Illinois
$494K -$22.4K -97 -4%

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.