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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
BHIA
1651
Birch Hill Investment Advisors
Massachusetts
$451K
TSW
1652
Thompson Siegel & Walmsley
Virginia
$451K
FM
1653
Family Management
New York
$451K +$23.7K +103 +6%
Members Trust
1654
Members Trust
Florida
$449K +$3K +13 +0.7%
ECAM
1655
East Coast Asset Management
Massachusetts
$448K
WA
1656
WBH Advisory
Maryland
$448K +$5.07K +22 +1%
BBNA
1657
Bremer Bank National Association
Minnesota
$447K -$8.3K -36 -2%
IFS
1658
Ifrah Financial Services
Arkansas
$446K -$8.3K -36 -2%
LWM
1659
Liberty Wealth Management
California
$446K -$4.15K -18 -1%
BCM
1660
BTR Capital Management
California
$446K +$7.15K +31 +2%
FWP
1661
FAS Wealth Partners
Kansas
$444K +$3.92K +17 +0.9%
GAB
1662
German American Bancorp
Indiana
$444K +$101K +438 +29%
FIM
1663
Fruth Investment Management
Texas
$443K
SB
1664
Sunflower Bank
Texas
$442K +$75.6K +328 +21%
TA
1665
Tiedemann Advisors
New York
$441K -$1.91M -8,301 -81%
LOPW
1666
Live Oak Private Wealth
North Carolina
$441K +$8.76K +38 +2%
TCPWM
1667
Traverso Chambers Private Wealth Management
California
$440K +$8.76K +38 +2%
MFG
1668
Merit Financial Group
Georgia
$439K -$16.8K -73 -4%
CVM
1669
Cheviot Value Management
California
$439K +$64.6K +280 +17%
CFA
1670
Capstone Financial Advisors
Illinois
$438K +$58.3K +253 +15%
KCM
1671
Kathmere Capital Management
Pennsylvania
$436K
NFSG
1672
Newbridge Financial Services Group
Florida
$436K +$380K +1,649 +665%
BMC
1673
Benin Management Corp
Connecticut
$435K
RB
1674
Rodgers Brothers
Pennsylvania
$435K
DWM
1675
Defined Wealth Management
Oregon
$433K +$434K +1,882 New

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.