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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
CGA
1701
Crescent Grove Advisors
Illinois
$406K
BP
1702
BBR Partners
New York
$406K +$7.38K +32 +2%
OWA
1703
Octavia Wealth Advisors
Ohio
$406K +$407K +1,764 New
GA
1704
GoalVest Advisory
New York
$406K +$407K +1,767 New
MCWS
1705
McKinley Carter Wealth Services
West Virginia
$405K -$220K -954 -35%
EP
1706
Eudaimonia Partners
Tennessee
$405K +$2.54K +11 +0.6%
BWM
1707
Baystate Wealth Management
Massachusetts
$404K -$9.45K -41 -2%
HWA
1708
HHM Wealth Advisors
Tennessee
$404K +$88.3K +383 +28%
ETC
1709
Exchange Traded Concepts
Oklahoma
$402K -$3.32M -14,415 -89%
LC
1710
Lindbrook Capital
California
$402K -$14.1K -61 -3%
TAM
1711
Trillium Asset Management
Massachusetts
$402K
TPWA
1712
TRUE Private Wealth Advisors
Oregon
$402K +$6.92K +30 +2%
MIH
1713
Meitav Investment House
Israel
$401K +$407K +1,764 New
HCP
1714
Hexagon Capital Partners
Arkansas
$399K
NRS
1715
Neville Rodie & Shaw
New York
$398K +$30K +130 +8%
CC
1716
Capital Counsel
New York
$397K
DTC
1717
Davidson Trust Company
Washington
$396K -$15.2K -66 -4%
BA
1718
Ballast Advisors
Minnesota
$394K -$30.2K -131 -7%
BL
1719
BCWM LLC
Kansas
$394K -$5.53K -24 -1%
MPAM
1720
Murphy Pohlad Asset Management
Minnesota
$394K
FNBOH
1721
First National Bank of Hutchinson
Kansas
$394K +$170K +739 +83%
FAM
1722
Fenimore Asset Management
New York
$392K -$6.92K -30 -2%
IIC
1723
Ironwood Investment Counsel
Arizona
$392K -$1.84K -8 -0.5%
FTC
1724
Farmers Trust Company
Ohio
$392K +$27K +117 +7%
MWM
1725
Merriman Wealth Management
Washington
$392K +$58.1K +252 +17%

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.