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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
DTC
1751
Davidson Trust Company
Washington
$320K +$294K +1,332 New
TF
1752
Trek Financial
Arizona
$319K -$46.7K -212 -14%
SWK
1753
Stephen W. Kidder
$319K -$40.8K -185 -12%
PL
1754
Parthenon LLC
Kentucky
$319K
PCMC
1755
Private Capital Management (Colorado)
Colorado
$319K
BCWM
1756
Blue Chip Wealth Management
Florida
$314K -$38.6K -175 -12%
FWCM
1757
First Western Capital Management
California
$314K
FHA
1758
Flagship Harbor Advisors
Massachusetts
$311K -$33.9K -154 -11%
TFS
1759
TrustCore Financial Services
Tennessee
$311K -$12.1K -55 -4%
TC
1760
Trilogy Capital
California
$311K
CPO
1761
Cerity Partners OCIO
New York
$309K +$49.6K +225 +20%
BIA
1762
BHK Investment Advisors
Alabama
$308K -$88.2K -400 -24%
MPAM
1763
Murphy Pohlad Asset Management
Minnesota
$308K
DA
1764
Detalus Advisors
Missouri
$306K +$280K +1,268 New
AWC
1765
Abundance Wealth Counselors
Pennsylvania
$305K -$4.41K -20 -2%
HFS
1766
Howard Financial Services
Texas
$305K
FRM
1767
Fox Run Management
Connecticut
$305K +$279K +1,265 New
GIM
1768
Goelzer Investment Management
Indiana
$304K -$46.3K -210 -14%
MCM
1769
Marathon Capital Management
Maryland
$304K +$41.7K +189 +18%
DP
1770
Denver PWM
Colorado
$303K -$3.75K -17 -1%
AWA
1771
ARS Wealth Advisors
Florida
$303K +$30.9K +140 +13%
AWE
1772
Avidian Wealth Enterprises
Texas
$302K +$276K +1,251 New
ODG
1773
O'Dell Group
Ohio
$300K -$3.31K -15 -1%
SCM
1774
Silvant Capital Management
Georgia
$300K
TFCP
1775
Twin Focus Capital Partners
Massachusetts
$300K

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.