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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
BRM
1901
Boston Research & Management
Massachusetts
$271K
QC
1902
QCM Cayman
Texas
$271K +$80K +347 +42%
LCM
1903
LCM Capital Management
Illinois
$271K +$271K +1,176 New
SIA
1904
SkyView Investment Advisors
New Jersey
$270K +$270K +1,173 New
BCMO
1905
Buckingham Capital Management (Ohio)
Ohio
$268K -$15K -65 -5%
TWM
1906
Tradition Wealth Management
Minnesota
$268K +$269K +1,165 New
XS
1907
XR Securities
Illinois
$267K -$862K -3,739 -76%
TI
1908
Truehand Inc
New Hampshire
$267K
WFM
1909
Wolff Financial Management
Michigan
$267K
CCP
1910
Cardan Capital Partners
Colorado
$266K
NQWM
1911
Northwest Quadrant Wealth Management
Oregon
$266K +$1.15K +5 +0.4%
LCOV
1912
London Company of Virginia
Virginia
$265K -$1.15K -5 -0.4%
BFC
1913
Bedel Financial Consulting
Indiana
$265K
CAM
1914
CenterStar Asset Management
Illinois
$265K
FFG
1915
Frisch Financial Group
New York
$265K +$1.84K +8 +0.7%
MAM
1916
McLean Asset Management
Virginia
$265K +$265K +1,151 New
5L
1917
55I LLC
Massachusetts
$264K -$656K -2,847 -71%
FCFC
1918
First Commonwealth Financial Corp
Pennsylvania
$264K
GCA
1919
Gradient Capital Advisors
California
$263K +$15.2K +66 +6%
RCA
1920
Rowland Carmichael Advisors
Arizona
$263K +$17.8K +77 +7%
JBA
1921
Johnson Bixby & Associates
Washington
$263K +$264K +1,146 New
STA
1922
Summit Trail Advisors
New York
$262K -$132K -572 -33%
KFC
1923
Klingenstein Fields & Co
New York
$262K -$46.1K -200 -15%
PA
1924
Procyon Advisors
Connecticut
$262K +$3.69K +16 +1%
PCIA
1925
Prime Capital Investment Advisors
Kansas
$262K +$79.1K +343 +43%

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.