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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
CFGS
1676
Concourse Financial Group Securities
Alabama
$432K -$120K -519 -22%
FSA
1677
Fort Sheridan Advisors
Illinois
$432K
ICM
1678
IMS Capital Management
Oregon
$431K -$19.4K -84 -4%
WWM
1679
Western Wealth Management
Colorado
$429K -$171K -743 -28%
SBL
1680
Sargent Bickham Lagudis
Colorado
$429K +$77.5K +336 +22%
Jones Financial Companies
1681
Jones Financial Companies
Missouri
$429K +$233K +1,012 +118%
EWA
1682
ERTS Wealth Advisors
Michigan
$428K +$231 +1 +0.1%
CG
1683
CFO4Life Group
Texas
$427K +$23.1K +100 +6%
EH
1684
Employers Holdings
Nevada
$425K
SPI
1685
Santori & Peters Inc
Pennsylvania
$424K -$4.61K -20 -1%
TFO
1686
Tarbox Family Office
California
$423K -$2.54K -11 -0.6%
ACM
1687
Aljian Capital Management
Nevada
$423K
CCA
1688
Clearwater Capital Advisors
Illinois
$422K +$231 +1 +0.1%
CBA
1689
Coastal Bridge Advisors
Connecticut
$419K
EAM
1690
Evanson Asset Management
California
$419K +$40.8K +177 +11%
SCM
1691
Spreng Capital Management
Ohio
$418K
THWM
1692
Taylor Hoffman Wealth Management
Virginia
$415K
HI
1693
Hudock Inc
Pennsylvania
$414K +$4.61K +20 +1%
RIS
1694
Retirement Income Solutions
Michigan
$413K
OC
1695
Oakworth Capital
Alabama
$413K +$34.6K +150 +9%
FA
1696
Financial Advisors
Massachusetts
$412K
AWE
1697
Avidian Wealth Enterprises
Texas
$410K +$54.4K +236 +15%
NG
1698
Northstar Group
New York
$407K -$16.1K -70 -4%
GIM
1699
Greylin Investment Management
Virginia
$407K +$2.31K +10 +0.6%
PCS
1700
Personal CFO Solutions
New Jersey
$406K -$43.6K -189 -10%

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.