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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
BFC
1801
Bedel Financial Consulting
Indiana
$285K
WBG
1802
Wharton Business Group
Pennsylvania
$285K +$261K +1,183 New
BRM
1803
Boston Research & Management
Massachusetts
$284K
BCMO
1804
Buckingham Capital Management (Ohio)
Ohio
$284K
NQWM
1805
Northwest Quadrant Wealth Management
Oregon
$283K -$42.8K -194 -14%
PA
1806
Probity Advisors
Texas
$282K -$13.2K -60 -5%
SHWM
1807
Smith & Howard Wealth Management
Georgia
$282K +$257K +1,168 New
FA
1808
FCG Advisors
New Jersey
$281K +$882 +4 +0.3%
FFBTD
1809
First Financial Bank - Trust Division
Ohio
$280K -$24.5K -111 -9%
TI
1810
Truehand Inc
New Hampshire
$280K
WFM
1811
Wolff Financial Management
Michigan
$280K
Jones Financial Companies
1812
Jones Financial Companies
Missouri
$280K +$23.8K +108 +10%
WAM
1813
Wakefield Asset Management
Colorado
$279K +$13.2K +60 +5%
PFG
1814
PAX Financial Group
Texas
$278K +$276K +1,253 New
SFFS
1815
Stonehage Fleming Financial Services
Jersey
$277K
IIC
1816
Ironwood Investment Counsel
Arizona
$277K +$253K +1,149 New
CCIM
1817
Chapwood Capital Investment Management
Texas
$275K +$251K +1,140 New
KPWG
1818
KFA Private Wealth Group
Virginia
$275K +$252K +1,142 New
WDL
1819
Well Done LLC
Michigan
$273K -$45.6K -207 -15%
LF
1820
LifeSteps Financial
California
$273K +$250K +1,134 New
LF
1821
Lantz Financial
Illinois
$272K +$249K +1,130 New
FFG
1822
Frisch Financial Group
New York
$270K -$22K -100 -8%
MA
1823
MCF Advisors
Kentucky
$270K
BWA
1824
BDO Wealth Advisors
Florida
$270K +$220 +1 +0.1%
AA
1825
AlphaMark Advisors
Kentucky
$270K +$11K +50 +5%

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.