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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
HPWM
1651
Highland Private Wealth Management
Washington
$398K -$9.7K -44 -3%
JA
1652
JOYN Advisors
Georgia
$398K -$4.19K -19 -1%
MSA
1653
Marino Stram & Associates
Massachusetts
$398K +$2.65K +12 +0.7%
KFI
1654
Key Financial Inc
Pennsylvania
$398K +$364K +1,652 New
IBOK
1655
Independence Bank of Kentucky
Kentucky
$397K
BKA
1656
Brick & Kyle Associates
Pennsylvania
$397K +$1.1K +5 +0.3%
LC
1657
Landaas & Company
Wisconsin
$396K
BCM
1658
BlueCrest Capital Management
Jersey
$395K -$952K -4,321 -73%
WWM
1659
Western Wealth Management
Colorado
$393K -$22.7K -103 -6%
BHTS
1660
Bar Harbor Trust Services
Maine
$393K +$359K +1,630 New
CC
1661
Capital Counsel
New York
$392K
CCG
1662
Chatham Capital Group
Georgia
$391K
DTL
1663
Dynamic Technology Lab
Singapore
$391K +$357K +1,620 New
TCPWM
1664
Traverso Chambers Private Wealth Management
California
$389K -$15.7K -71 -4%
CSPIA
1665
Cary Street Partners Investment Advisory
Virginia
$388K +$355K +1,611 New
TWP
1666
Tempus Wealth Planning
California
$388K +$355K +1,611 New
EWM
1667
Elite Wealth Management
Washington
$386K -$309K -1,400 -47%
RCAMU
1668
Rothschild & Co Asset Management US
Connecticut
$386K -$11K -50 -3%
SBL
1669
Sargent Bickham Lagudis
Colorado
$385K +$7.27K +33 +2%
EH
1670
Employers Holdings
Nevada
$384K -$49.6K -225 -12%
TIA
1671
Tiemann Investment Advisors
California
$382K +$12.1K +55 +4%
CIA
1672
CSat Investment Advisory
Michigan
$380K +$105K +478 +44%
CFA
1673
CWS Financial Advisors
Michigan
$379K +$346K +1,571 New
CIA
1674
CCM Investment Advisers
South Carolina
$377K -$16.3K -74 -5%
BFIM
1675
Beese Fulmer Investment Management
Ohio
$377K

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.