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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
PO
1876
Private Ocean
California
$287K -$26.3K -114 -8%
SCM
1877
Silvant Capital Management
Georgia
$286K
TAM
1878
Townsend Asset Management
North Carolina
$285K -$162K -704 -36%
PWM
1879
PRW Wealth Management
Massachusetts
$285K
OWP
1880
Obermeyer Wealth Partners
Colorado
$284K -$35K -152 -11%
DLCIG
1881
D.L. Carlson Investment Group
New Hampshire
$284K
GC
1882
Globeflex Capital
California
$284K
HCA
1883
Heck Capital Advisors
Wisconsin
$283K -$922 -4 -0.3%
FEM
1884
Fulcrum Equity Management
Texas
$282K -$38.5K -167 -12%
JWM
1885
Jeppson Wealth Management
California
$282K +$32.3K +140 +13%
SWK
1886
Stephen W. Kidder
$281K -$1.15K -5 -0.4%
C
1887
Certuity
Florida
$281K +$32.5K +141 +13%
FAG
1888
Financial Advisory Group
Texas
$280K +$43.8K +190 +18%
PL
1889
Parthenon LLC
Kentucky
$279K -$300K -1,302 -52%
SSW
1890
Smith Shellnut Wilson
Mississippi
$279K
RE
1891
RBC Europe
United Kingdom
$279K +$73.5K +319 +36%
AA
1892
AlphaMark Advisors
Kentucky
$278K +$2.54K +11 +0.9%
SWA
1893
Stratos Wealth Advisors
Ohio
$278K +$47.5K +206 +21%
CICI
1894
Capital Investment Counsel Inc
North Carolina
$276K
MA
1895
MCF Advisors
Kentucky
$276K
AL
1896
ADE LLC
Maryland
$276K +$277K +1,200 New
WCF
1897
West Coast Financial
California
$275K
CRWM
1898
Castle Rock Wealth Management
California
$272K +$248K +1,074 New
TFCP
1899
Twin Focus Capital Partners
Massachusetts
$271K -$42.7K -185 -14%
TPA
1900
Trivium Point Advisory
Connecticut
$271K -$7.84K -34 -3%

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.