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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
SSW
1701
Smith Shellnut Wilson
Mississippi
$359K
SCM
1702
Southport Capital Management
Tennessee
$358K -$33.5K -152 -9%
3F
1703
360 Financial
Minnesota
$357K +$346K +1,569 New
NRS
1704
Neville Rodie & Shaw
New York
$356K
CFA
1705
Capstone Financial Advisors
Illinois
$356K +$441 +2 +0.1%
FCM
1706
Fortis Capital Management
Washington
$356K +$325K +1,476 New
UC
1707
Unio Capital
New Jersey
$355K -$44.1K -200 -12%
SAM
1708
Secure Asset Management
Michigan
$355K +$324K +1,471 New
RIG
1709
Roosevelt Investment Group
New York
$354K -$17.6K -80 -5%
FIM
1710
Fruth Investment Management
Texas
$354K +$19.8K +90 +7%
PWM
1711
Perigon Wealth Management
California
$353K +$30.6K +139 +10%
PIA
1712
Perennial Investment Advisors
California
$353K +$323K +1,466 New
BSPF
1713
British Steel Pension Fund
United Kingdom
$352K
JWBC
1714
John W. Bristol & Co
New York
$350K
APC
1715
Aspire Private Capital
North Carolina
$349K +$169K +765 +112%
TCB
1716
Texas Capital Bancshares
Texas
$348K -$7.27K -33 -2%
HCA
1717
Harbour Capital Advisors
Virginia
$348K
DI
1718
DFPG Investments
Utah
$347K +$11.7K +53 +4%
M
1719
Mirova
France
$347K +$95.4K +433 +43%
CL
1720
Choreo LLC
Illinois
$346K -$14.1K -64 -4%
NFG
1721
Nadler Financial Group
Illinois
$345K +$882 +4 +0.3%
SFS
1722
Summit Financial Strategies
Ohio
$345K +$315K +1,430 New
HCM
1723
Hutchinson Capital Management
California
$343K
WCF
1724
West Coast Financial
California
$342K -$18.5K -84 -6%
GCMG
1725
Gyroscope Capital Management Group
Florida
$342K -$1.54K -7 -0.5%

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.