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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
IAP
1751
Indie Asset Partners
Indiana
$373K +$2.31K +10 +0.6%
MW
1752
Marcum Wealth
Ohio
$373K +$190K +823 +103%
CCG
1753
Chatham Capital Group
Georgia
$369K +$17.3K +75 +5%
FRA
1754
Frank Rimerman Advisors
California
$367K +$368K +1,597 New
BIA
1755
BHK Investment Advisors
Alabama
$367K +$26.5K +115 +8%
PCP
1756
Proficio Capital Partners
Massachusetts
$365K -$50.5K -219 -12%
PCMC
1757
Private Capital Management (Colorado)
Colorado
$365K -$9.91K -43 -3%
SMA
1758
Sage Mountain Advisors
Georgia
$365K +$366K +1,589 New
CA
1759
Calton & Associates
Florida
$363K -$29.1K -126 -7%
FMT
1760
First Mercantile Trust
Tennessee
$363K +$10.1K +44 +3%
WRM
1761
Weybosset Research & Management
Rhode Island
$362K -$34.6K -150 -9%
PDM
1762
Penn Davis McFarland
Texas
$360K
HHAA
1763
Henry H. Armstrong Associates
Pennsylvania
$359K -$295K -1,279 -45%
MSFS
1764
Main Street Financial Solutions
Pennsylvania
$359K +$360K +1,561 New
DWM
1765
Destination Wealth Management
California
$356K -$30.4K -132 -8%
BWP
1766
Bernardo Wealth Planning
Pennsylvania
$356K
CAL
1767
Capital Advisors Ltd
Ohio
$356K +$922 +4 +0.3%
FCA
1768
FinTrust Capital Advisors
South Carolina
$354K -$55.3K -240 -13%
ERIM
1769
Eagle Ridge Investment Management
Connecticut
$353K -$144K -623 -29%
BAM
1770
Baldrige Asset Management
Pennsylvania
$353K
TF
1771
TimeScale Financial
Massachusetts
$353K +$2.08K +9 +0.6%
MLL
1772
Moody Lynn & Lieberson
Massachusetts
$351K
CWC
1773
Carolinas Wealth Consulting
North Carolina
$351K +$57.2K +248 +19%
CWA
1774
Clearview Wealth Advisors
Oregon
$351K +$352K +1,526 New
LSA
1775
L & S Advisors
California
$350K +$11.5K +50 +3%

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.