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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
CNB
1826
Camden National Bank
Maine
$314K +$692 +3 +0.2%
WP
1827
WMS Partners
Maryland
$314K +$25.4K +110 +9%
EIA
1828
Edgemoor Investment Advisors
Maryland
$313K
DI
1829
DFPG Investments
Utah
$312K +$4.84K +21 +2%
KTA
1830
Keeley-Teton Advisors
Illinois
$312K +$19.4K +84 +7%
FWM
1831
Fairhaven Wealth Management
Illinois
$311K +$10.1K +44 +3%
APC
1832
Aspire Private Capital
North Carolina
$310K -$1.61K -7 -0.5%
SRC
1833
Stone Run Capital
New York
$310K
CL
1834
Choreo LLC
Illinois
$308K -$71K -308 -19%
SKK
1835
Shepherd Kaplan Krochuk
Massachusetts
$308K -$22.8K -99 -7%
DHFB
1836
Dixon Hubard Feinour & Brown
Virginia
$308K
BFIM
1837
Beese Fulmer Investment Management
Ohio
$308K +$5.76K +25 +2%
WF
1838
WoodTrust Financial
Wisconsin
$307K -$53.3K -231 -15%
VC
1839
Vicus Capital
Pennsylvania
$307K +$39.9K +173 +15%
GC
1840
Grace Capital
Massachusetts
$307K +$185K +804 +151%
HWM
1841
Hemington Wealth Management
Virginia
$307K +$308K +1,336 New
BEC
1842
Blue Edge Capital
Virginia
$306K
CM
1843
Columbus Macro
Pennsylvania
$306K -$44.7K -194 -13%
CCA
1844
Conestoga Capital Advisors
Pennsylvania
$306K
SRCM
1845
Swift Run Capital Management
Virginia
$306K
TIA
1846
Traphagen Investment Advisors
New Jersey
$306K +$1.38K +6 +0.5%
RIM
1847
Regent Investment Management
Kentucky
$305K -$23.1K -100 -7%
HCM
1848
Hengehold Capital Management
Ohio
$304K +$123K +533 +68%
KCM
1849
Kanawha Capital Management
Virginia
$303K -$21K -91 -6%
ATC
1850
Adirondack Trust Company
New York
$303K -$1.15K -5 -0.4%

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.