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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
PDM
1676
Penn Davis McFarland
Texas
$377K +$14.1K +64 +4%
TI
1677
Tidal Investments
Wisconsin
$377K +$105K +478 +44%
AP
1678
Advisors Preferred
Maryland
$376K +$343K +1,558 New
WG
1679
Welch Group
Alabama
$375K +$70.1K +318 +26%
VVP
1680
Venture Visionary Partners
Ohio
$375K +$344K +1,559 New
PCTC
1681
Perkins Coie Trust Company
Washington
$373K -$178K -806 -34%
NIM
1682
NuWave Investment Management
New Jersey
$372K -$1.59M -7,235 -82%
LWM
1683
Liberty Wealth Management
California
$371K +$221K +1,003 +187%
BAM
1684
Baldrige Asset Management
Pennsylvania
$370K
DOA
1685
D'Orazio & Associates
Virginia
$369K
GLLW
1686
Graves Light Lenhart Wealth
Virginia
$368K -$110K -500 -25%
CAM
1687
Cubic Asset Management
Massachusetts
$368K -$2.2K -10 -0.7%
BWP
1688
Bernardo Wealth Planning
Pennsylvania
$368K +$7.05K +32 +2%
KLI
1689
Kelman-Lazarov Inc
Tennessee
$367K
LCOV
1690
London Company of Virginia
Virginia
$366K
OAM
1691
Oberweis Asset Management
Illinois
$364K +$220 +1 +0.1%
HAS
1692
HBW Advisory Services
California
$363K +$336K +1,524 New
TSS
1693
Thomas Story & Son
Indiana
$362K
WLIM
1694
White Lighthouse Investment Management
Massachusetts
$362K
DACG
1695
Donor Advised Charitable Giving
California
$362K +$67.2K +305 +26%
CAS
1696
Cascadia Advisory Services
Oregon
$362K +$331K +1,500 New
GWMIA
1697
Global Wealth Management Investment Advisory
Florida
$361K -$22K -100 -6%
PP
1698
Pegasus Partners
Wisconsin
$360K -$183K -832 -36%
CPSAC
1699
Chas P. Smith & Associates (CPS)
Florida
$359K -$882 -4 -0.3%
MWM
1700
Modera Wealth Management
New Jersey
$359K

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.