We are live on ! Find out more

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
DACG
1776
Donor Advised Charitable Giving
California
$349K -$1.15K -5 -0.3%
SFA
1777
Souders Financial Advisors
Ohio
$349K +$8.07K +35 +2%
WIM
1778
Westside Investment Management
California
$347K +$237K +1,028 +11%
M
1779
Mirova
France
$346K +$236K +1,023 +211%
TSS
1780
Thomas Story & Son
Indiana
$345K
WLIM
1781
White Lighthouse Investment Management
Massachusetts
$345K
PIA
1782
Perennial Investment Advisors
California
$345K +$922 +4 +0.3%
BL
1783
Balentine LLC
Georgia
$345K +$6.69K +29 +2%
GA
1784
Geller Advisors
New York
$344K
OAM
1785
Oberweis Asset Management
Illinois
$344K +$231 +1 +0.1%
MPPW
1786
Mitchell & Pahl Private Wealth
Oklahoma
$342K +$343K +1,487 New
CFA
1787
CWS Financial Advisors
Michigan
$341K
WBG
1788
Wharton Business Group
Pennsylvania
$341K
FCM
1789
Fortis Capital Management
Washington
$339K
HFS
1790
Howard Financial Services
Texas
$339K +$23.1K +100 +7%
STC
1791
Sarah T. Connolly
$339K +$340K +1,475 New
PFA
1792
Pure Financial Advisors
California
$338K
CFFP
1793
Center for Financial Planning
Michigan
$338K +$18.4K +80 +6%
CAM
1794
Cozad Asset Management
Illinois
$336K -$82.5K -358 -20%
GG
1795
GenWealth Group
New Jersey
$336K
CCA
1796
Childress Capital Advisors
Texas
$336K +$337K +1,462 New
MWM
1797
Meridian Wealth Management
Kentucky
$335K +$141K +610 +72%
NFG
1798
Nadler Financial Group
Illinois
$334K +$1.15K +5 +0.3%
ONST
1799
Old North State Trust
North Carolina
$334K +$135K +585 +68%
JWBC
1800
John W. Bristol & Co
New York
$333K

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.