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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
FA
1626
Fortis Advisors
Pennsylvania
$425K +$2.42K +11 +0.6%
DWM
1627
Destination Wealth Management
California
$424K +$21.8K +99 +6%
GLI
1628
Guardian Life Insurance
New York
$423K
ACWM
1629
Adams Chetwood Wealth Management
North Carolina
$421K +$385K +1,748 New
BL
1630
BCWM LLC
Kansas
$420K -$6.39K -29 -2%
GIA
1631
Gladstone Institutional Advisory
Florida
$419K -$24.2K -110 -6%
FAM
1632
Fenimore Asset Management
New York
$419K
SFO
1633
Stokes Family Office
Louisiana
$419K +$383K +1,736 New
MFG
1634
Magnus Financial Group
New York
$418K +$41.2K +187 +12%
DC
1635
Diametric Capital
Massachusetts
$418K +$383K +1,736 New
WA
1636
Wheatland Advisors
Pennsylvania
$416K -$105K -475 -22%
SPI
1637
Santori & Peters Inc
Pennsylvania
$416K +$2.2K +10 +0.6%
WA
1638
WBH Advisory
Maryland
$413K -$5.29K -24 -1%
CTI
1639
Community Trust & Investment
Kentucky
$412K -$2.87K -13 -0.8%
PAS
1640
Partnervest Advisory Services
California
$412K +$18.1K +82 +5%
AI
1641
Accredited Investors
Minnesota
$410K
LBA
1642
Lowell Blake & Associates
Massachusetts
$410K +$375K +1,699 New
MCM
1643
McKinley Capital Management
Alaska
$409K +$11.7K +53 +3%
FTC
1644
Farmers Trust Company
Ohio
$408K -$37.5K -170 -9%
ACM
1645
Ategra Capital Management
Virginia
$407K
FNC
1646
First National Corp
Massachusetts
$407K +$22.5K +102 +6%
ANTB
1647
AMG National Trust Bank
Colorado
$407K +$63.9K +290 +21%
MG
1648
Mather Group
Illinois
$404K +$370K +1,677 New
IEFM
1649
IQ EQ Fund Management
Ireland
$403K -$82.4K -374 -18%
CA
1650
Calton & Associates
Florida
$398K -$37.9K -172 -9%

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.