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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
JGGDR
1776
JGP Global Gestao de Recursos
Brazil
$299K +$3.31K +15 +1%
VCP
1777
Verus Capital Partners
Arizona
$299K +$274K +1,242 New
FWM
1778
Fairhaven Wealth Management
Illinois
$298K -$36.2K -164 -12%
JIP
1779
JBJ Investment Partners
South Carolina
$298K +$20.3K +92 +8%
SAM
1780
Smithbridge Asset Management
Pennsylvania
$298K +$273K +1,237 New
CICI
1781
Capital Investment Counsel Inc
North Carolina
$297K -$22K -100 -8%
PFA
1782
Pure Financial Advisors
California
$296K
PO
1783
Private Ocean
California
$295K -$92.8K -421 -26%
DLCIG
1784
D.L. Carlson Investment Group
New Hampshire
$295K
PG
1785
Prostatis Group
Maryland
$294K +$269K +1,220 New
S
1786
Surevest
California
$294K
SWM
1787
Segment Wealth Management
Texas
$294K +$269K +1,222 New
GGI
1788
Godsey & Gibb Inc
Virginia
$293K -$49.4K -224 -16%
AW
1789
Alpha Windward
Massachusetts
$292K
NHC
1790
Nicholas Hoffman & Company
Georgia
$292K +$220 +1 +0.1%
KCM
1791
Kathmere Capital Management
Pennsylvania
$292K +$267K +1,211 New
PP
1792
Paloma Partners
Connecticut
$291K -$30.3M -137,586 -99%
GAM
1793
Gemmer Asset Management
California
$291K
KCM
1794
Kanawha Capital Management
Virginia
$290K +$265K +1,203 New
KTA
1795
Keeley-Teton Advisors
Illinois
$289K
PIM
1796
Provident Investment Management
Michigan
$289K
KPW
1797
Kore Private Wealth
New York
$288K +$15K +68 +6%
BZWA
1798
Blue Zone Wealth Advisors
California
$288K +$264K +1,196 New
VFM
1799
Vivid Financial Management
California
$288K +$277K +1,256 New
JHCP
1800
Jackson Hole Capital Partners
Oklahoma
$286K

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.