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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
ACM
1726
Ategra Capital Management
Virginia
$391K
SICM
1727
Sustainable Insight Capital Management
New York
$391K +$392K +1,701 New
EA
1728
Emerald Advisors
Washington
$391K +$392K +1,702 New
KPW
1729
Kore Private Wealth
New York
$390K +$71.5K +310 +22%
TWP
1730
Tempus Wealth Planning
California
$389K +$48.9K +212 +14%
APP
1731
Alpha Paradigm Partners
Illinois
$388K +$389K +1,688 New
IWA
1732
IVC Wealth Advisors
Pennsylvania
$388K +$389K +1,689 New
SFA
1733
Seneca Financial Advisors
New York
$388K +$389K +1,687 New
CPSAC
1734
Chas P. Smith & Associates (CPS)
Florida
$386K +$2.54K +11 +0.7%
IBOK
1735
Independence Bank of Kentucky
Kentucky
$386K +$12.4K +54 +3%
AG
1736
AIA Group
Hong Kong
$386K +$375K +1,628 New
IEFM
1737
IQ EQ Fund Management
Ireland
$384K
AA
1738
Auxano Advisors
Washington
$384K +$2.77K +12 +0.7%
WCA
1739
Westover Capital Advisors
Delaware
$384K +$9.68K +42 +3%
GTAM
1740
Global Trust Asset Management
Florida
$384K +$385K +1,671 New
PCTC
1741
Perkins Coie Trust Company
Washington
$383K +$27.4K +119 +8%
TVAMP
1742
Tennessee Valley Asset Management Partners
Tennessee
$381K +$183K +795 +92%
XF
1743
XML Financial
Maryland
$380K +$24.4K +106 +7%
DOA
1744
D'Orazio & Associates
Virginia
$379K +$27.7K +120 +8%
Financial Engines Advisors
1745
Financial Engines Advisors
California
$379K +$52.3K +227 +16%
LC
1746
Lavaca Capital
Texas
$379K +$172K +748 +83%
NIM
1747
NuWave Investment Management
New Jersey
$379K +$374K +1,623 +6,492%
AP
1748
Arlington Partners
Alabama
$377K +$22.6K +98 +6%
HC
1749
Hendley & Co
Ohio
$375K
MC
1750
Middleton & Co
Massachusetts
$375K

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.