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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
LFASL
1726
Lugano Financial Advisors SA (LFA)
Switzerland
$342K +$313K +1,420 New
VCM
1727
Vivaldi Capital Management
Illinois
$339K -$53.3K -242 -15%
WIC
1728
Woodmont Investment Counsel
Tennessee
$339K +$24.2K +110 +8%
RTC
1729
Riverview Trust Company
Washington
$336K
DHFB
1730
Dixon Hubard Feinour & Brown
Virginia
$335K +$66.1K +300 +27%
HH
1731
HWG Holdings
Texas
$335K +$306K +1,389 New
PHAM
1732
Palisades Hudson Asset Management
Florida
$334K -$8.82K -40 -3%
LFA
1733
Legacy Financial Advisors
Kentucky
$333K -$882 -4 -0.3%
AAMC
1734
Asset Allocation & Management Company
Illinois
$332K +$304K +1,377 New
DA
1735
Doliver Advisors
Texas
$331K -$92.6K -420 -23%
PSP
1736
Principal Street Partners
Tennessee
$331K +$3.53K +16 +1%
EP
1737
Eudaimonia Partners
Tennessee
$329K +$301K +1,366 New
KWA
1738
KCS Wealth Advisory
California
$328K +$4.85K +22 +2%
FWP
1739
FAS Wealth Partners
Kansas
$327K -$50K -227 -14%
EIA
1740
Edgemoor Investment Advisors
Maryland
$325K
FWM
1741
Focused Wealth Management
New York
$325K
SRC
1742
Stone Run Capital
New York
$325K
TPA
1743
Trivium Point Advisory
Connecticut
$325K +$661 +3 +0.2%
CF
1744
Centaurus Financial
California
$324K -$42.1K -191 -12%
PBC
1745
Pavion Blue Capital
California
$324K +$296K +1,345 New
OA
1746
Oxbow Advisors
Texas
$323K
CCA
1747
Conestoga Capital Advisors
Pennsylvania
$321K
ECM
1748
EagleClaw Capital Management
Massachusetts
$321K
APW
1749
Aurora Private Wealth
New Jersey
$321K +$294K +1,332 New
HI
1750
Hoey Investments
Pennsylvania
$320K +$293K +1,329 New

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.