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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
AIP
1926
Almanack Investment Partners
Pennsylvania
$207K +$189K +858 New
OBWP
1927
O'Brien Wealth Partners
Massachusetts
$207K +$190K +860 New
CAM
1928
Concorde Asset Management
Michigan
$207K +$191K +866 New
SIC
1929
Sigma Investment Counselors
Michigan
$206K +$188K +853 New
SWA
1930
Stratos Wealth Advisors
Ohio
$206K +$188K +853 New
SW
1931
SkyOak Wealth
Michigan
$206K +$189K +856 New
SCA
1932
Stonebridge Capital Advisors
Minnesota
$205K -$8.16K -37 -4%
SIG
1933
Sargent Investment Group
Maryland
$205K +$187K +850 New
CCA
1934
Conservest Capital Advisors
Pennsylvania
$205K +$188K +851 New
CWM
1935
Confluence Wealth Management
Oregon
$204K +$186K +846 New
MTC
1936
McDaniel Terry & Co
Texas
$203K +$186K +842 New
SCM
1937
Stordahl Capital Management
Colorado
$203K +$186K +843 New
GFP
1938
Gryphon Financial Partners
Ohio
$203K +$186K +844 New
WCM
1939
Wallace Capital Management
Texas
$203K +$186K +844 New
JWA
1940
JFS Wealth Advisors
Pennsylvania
$200K
MNBTD
1941
Moody National Bank Trust Division
Texas
$200K +$183K +830 New
SCI
1942
S&CO Inc
Massachusetts
$200K +$183K +830 New
TRCT
1943
Tower Research Capital (TRC)
New York
$198K -$1.53M -6,956 -89%
EFSCE
1944
Enterprise Financial Services Corp (EFSC)
Missouri
$197K -$1.76K -8 -1%
1NWS
1945
1 North Wealth Services
Maryland
$196K
Walleye Capital
1946
Walleye Capital
New York
$195K +$28.7K +130 +19%
IUHSA
1947
Itau Unibanco Holding S.A.
Brazil
$194K +$177K +805 New
ALAM
1948
Asahi Life Asset Management
Japan
$184K -$22K -100 -12%
AIC
1949
Ameritas Investment Company
Nebraska
$182K -$116K -527 -41%
CFFP
1950
Center for Financial Planning
Michigan
$181K +$165K +750 New

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.