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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
CBFP
1826
Cedar Brook Financial Partners
Ohio
$269K -$12.1K -55 -5%
AFAS
1827
Acorn Financial Advisory Services
Virginia
$269K +$247K +1,120 New
HHGA
1828
Halbert Hargrove Global Advisors
California
$268K -$14.3K -65 -6%
VA
1829
Valmark Advisers
Ohio
$266K -$33.3K -151 -12%
B
1830
Bridgeworth
Alabama
$265K -$38.1K -173 -14%
GCC
1831
Guardian Capital (Canada)
Ontario, Canada
$265K -$1.76K -8 -0.7%
SCM
1832
Salem Capital Management
Massachusetts
$265K
VR
1833
Viridian RIA
Washington
$265K
NIT
1834
NumerixS Investment Technologies
British Columbia, Canada
$265K +$132K +600 +120%
FFIC
1835
First Fiduciary Investment Counsel
Ohio
$265K +$242K +1,100 New
RWM
1836
RBA Wealth Management
California
$264K -$1.1K -5 -0.5%
SAM
1837
Strategy Asset Managers
California
$264K +$241K +1,095 New
MCM
1838
Maryland Capital Management
Maryland
$264K +$242K +1,096 New
FLAM
1839
First Light Asset Management
Minnesota
$263K
JLBC
1840
J.L. Bainbridge & Co
Florida
$262K
AWM
1841
Affinity Wealth Management
Delaware
$262K +$239K +1,086 New
GCM
1842
Gables Capital Management
Florida
$261K -$11K -50 -4%
TVAMP
1843
Tennessee Valley Asset Management Partners
Tennessee
$261K -$4.41K -20 -2%
CPC
1844
Cookson Peirce & Co
Pennsylvania
$261K +$239K +1,082 New
ABTD
1845
Arvest Bank Trust Division
Oklahoma
$260K
Millennium Management
1846
Millennium Management
New York
$258K -$41M -186,208 -99%
LA
1847
LexAurum Advisors
Kansas
$258K +$236K +1,070 New
22CM
1848
20/20 Capital Management
California
$257K +$245K +1,112 New
MC
1849
Middleton & Co
Massachusetts
$254K
CA
1850
Claro Advisors
Massachusetts
$254K +$2.87K +13 +1%

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.