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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
CBFP
1926
Cedar Brook Financial Partners
Ohio
$261K -$24.9K -108 -9%
KFS
1927
Kaizen Financial Strategies
California
$261K +$262K +1,135 New
KA
1928
Klingman & Associates
New York
$260K -$1.61K -7 -0.6%
GCM
1929
Gables Capital Management
Florida
$260K
HHGA
1930
Halbert Hargrove Global Advisors
California
$259K +$692 +3 +0.3%
FG
1931
Foster Group
Iowa
$259K +$267K +1,157 New
AHB
1932
Abner Herrman & Brock
New Jersey
$258K +$10.4K +45 +4%
MCA
1933
Magnolia Capital Advisors
Mississippi
$258K +$40.6K +176 +19%
CAI
1934
Capital Advisors Inc
Oklahoma
$257K +$47.3K +205 +22%
LB
1935
Leo Brokerage
Texas
$256K -$30K -130 -10%
FIB
1936
First Interstate Bank
Montana
$256K -$19.8K -86 -7%
LF
1937
LifeSteps Financial
California
$256K -$4.61K -20 -2%
SFI
1938
SPC Financial Inc
Maryland
$256K +$231 +1 +0.1%
PPW
1939
Parcion Private Wealth
Washington
$255K +$256K +1,111 New
AWA
1940
Arkadios Wealth Advisors
Georgia
$254K +$149K +648 +142%
SCM
1941
Salem Capital Management
Massachusetts
$253K
BFPW
1942
BOK Financial Private Wealth
Colorado
$252K +$43.1K +187 +21%
FLAM
1943
First Light Asset Management
Minnesota
$251K
UC
1944
Unio Capital
New Jersey
$250K
BPCE
1945
Bank Pictet & Cie (Europe)
Germany
$250K +$19.6K +85 +8%
WBC
1946
West Branch Capital
Massachusetts
$249K -$116K -504 -32%
OWA
1947
Opal Wealth Advisors
New York
$249K +$249K +1,081 New
AIM
1948
Acropolis Investment Management
Missouri
$248K +$19.8K +86 +9%
PP
1949
Paloma Partners
Connecticut
$248K +$248K +1,077 New
DIA
1950
Davidson Investment Advisors
Montana
$247K -$8.03M -34,828 -97%

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.