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Amgen
AMGN

Overview Fund Activity

2,103 hedge funds and large institutions have $110B invested in Amgen in 2019 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 669 increasing their positions, 838 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+223
Holders Change %
+11.86%
% 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
317
Increased
669
Reduced
838
Closed
64
Calls
$1.49B
Puts
$1.88B
Net Calls
-$387M
Net Calls Change
-$105M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$420M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$367M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$306M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$198M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.33B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$309M
3
RL
Ruffer LLP
United Kingdom
-$239M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$236M
5
Citadel Advisors
Citadel Advisors
Florida
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1676
Perkins Coie Trust Company
Washington
$373K -$194K -806 -34%
NIM
1677
NuWave Investment Management
New Jersey
$372K -$1.74M -7,235 -82%
LWM
1678
Liberty Wealth Management
California
$371K +$242K +1,003 +187%
BAM
1679
Baldrige Asset Management
Pennsylvania
$370K – – –
DOA
1680
D'Orazio & Associates
Virginia
$369K – – –
GLLW
1681
Graves Light Lenhart Wealth
Virginia
$368K -$120K -500 -25%
CAM
1682
Cubic Asset Management
Massachusetts
$368K -$2.41K -10 -0.7%
BWP
1683
Bernardo Wealth Planning
Pennsylvania
$368K +$7.7K +32 +2%
KLI
1684
Kelman-Lazarov Inc
Tennessee
$367K – – –
LCOV
1685
London Company of Virginia
Virginia
$366K – – –
OAM
1686
Oberweis Asset Management
Illinois
$364K +$241 +1 +0.1%
HAS
1687
HBW Advisory Services
California
$363K +$363K +1,524 New
TSS
1688
Thomas Story & Son
Indiana
$362K – – –
WLIM
1689
White Lighthouse Investment Management
Massachusetts
$362K – – –
DACG
1690
Donor Advised Charitable Giving
California
$362K +$73.6K +305 +26%
CAS
1691
Cascadia Advisory Services
Oregon
$362K +$362K +1,500 New
GWMIA
1692
Global Wealth Management Investment Advisory
Florida
$361K -$24.1K -100 -6%
PP
1693
Pegasus Partners
Wisconsin
$360K -$201K -832 -36%
CPSAC
1694
Chas P. Smith & Associates (CPS)
Florida
$359K -$964 -4 -0.3%
SSW
1695
Smith Shellnut Wilson
Mississippi
$359K – – –
MWM
1696
Modera Wealth Management
New Jersey
$359K – – –
SCM
1697
Southport Capital Management
Tennessee
$358K -$36.7K -152 -9%
3F
1698
360 Financial
Minnesota
$357K +$357K +1,569 New
NRS
1699
Neville Rodie & Shaw
New York
$356K – – –
CFA
1700
Capstone Financial Advisors
Illinois
$356K +$482 +2 +0.1%
66 67
68
69 70