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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
DIM
1601
DC Investments Management
Virginia
$449K -$200K -907 -33%
MMA
1602
Miracle Mile Advisors
California
$449K +$135K +614 +49%
SFG
1603
Sunburst Financial Group
Alabama
$449K +$411K +1,864 New
GKWIM
1604
Gerber Kawasaki Wealth & Investment Management
California
$448K -$113K -512 -22%
IAP
1605
Indie Asset Partners
Indiana
$448K +$409K +1,857 New
VWM
1606
Vigilare Wealth Management
Arizona
$447K +$454K +2,061 New
ACM
1607
Aljian Capital Management
Nevada
$446K
CA
1608
Cornerstone Advisory
Maryland
$445K -$1.54K -7 -0.4%
TL
1609
TrueWealth LLC
Georgia
$442K +$3.53K +16 +0.9%
XF
1610
XML Financial
Maryland
$442K +$404K +1,832 New
OCG
1611
Opus Capital Group
Ohio
$441K -$1.54K -7 -0.4%
CBA
1612
Coastal Bridge Advisors
Connecticut
$440K +$3.53K +16 +0.9%
BCM
1613
BTR Capital Management
California
$439K -$14.3K -65 -3%
RIS
1614
Retirement Income Solutions
Michigan
$437K
SIA
1615
Starfire Investment Advisers
Michigan
$437K
RIM
1616
Regent Investment Management
Kentucky
$434K
MFG
1617
Merit Financial Group
Georgia
$433K +$396K +1,797 New
FA
1618
Financial Advisors
Massachusetts
$432K +$4.63K +21 +1%
CVM
1619
Cheviot Value Management
California
$430K -$8.82K -40 -2%
RI
1620
Ridgewood Investments
New Jersey
$430K
PPP
1621
Private Portfolio Partners
New Jersey
$428K -$43.4K -197 -10%
CAM
1622
Cozad Asset Management
Illinois
$428K -$1.32K -6 -0.3%
SP
1623
Successful Portfolios
Florida
$428K
MOS
1624
MGO One Seven
Ohio
$426K -$7.5K -34 -2%
CGA
1625
Crescent Grove Advisors
Illinois
$426K

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.