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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
APWM
1951
Atlas Private Wealth Management
New York
$178K +$163K +739 New
FPFS
1952
First Personal Financial Services
North Carolina
$177K -$112K -508 -41%
CTB
1953
Country Trust Bank
Illinois
$174K
TJHA
1954
Thomas J. Herzfeld Advisors
Florida
$169K
BCA
1955
Berman Capital Advisors
Georgia
$168K +$3.75K +17 +2%
ACM
1956
AUA Capital Management
Pennsylvania
$166K -$62.8K -285 -29%
BHWM
1957
Bay Harbor Wealth Management
Maryland
$162K +$48.9K +222 +49%
PR
1958
Payden & Rygel
California
$157K
ONST
1959
Old North State Trust
North Carolina
$155K
FNBOSM
1960
First National Bank of South Miami
Florida
$154K -$7.71K -35 -5%
VCM
1961
Versant Capital Management
Arizona
$153K -$1.1K -5 -0.8%
PWMG
1962
Prestige Wealth Management Group
New Jersey
$152K -$1.32K -6 -0.9%
IWA
1963
Intercontinental Wealth Advisors
Texas
$151K -$55.5K -252 -28%
RA
1964
Rational Advisors
New York
$150K -$3.38M -15,324 -96%
AWM
1965
AllSquare Wealth Management
New York
$150K -$10.4K -47 -7%
PP
1966
Pacifica Partners
Canada
$148K +$135K +612 New
IRAG
1967
Investment Research & Advisory Group
Georgia
$146K +$133K +604 New
ED
1968
Exane Derivatives
France
$145K -$32.4K -147 -20%
SIC
1969
Salem Investment Counselors
North Carolina
$145K
PCIA
1970
Prime Capital Investment Advisors
Kansas
$145K +$661 +3 +0.5%
EWP
1971
Engrave Wealth Partners
Texas
$145K +$133K +604 New
OC
1972
Oakworth Capital
Alabama
$144K +$85.7K +389 +182%
LAS
1973
Lloyd Advisory Services
Georgia
$144K +$131K +596 New
WLPWM
1974
Walled Lake Planning & Wealth Management
Illinois
$142K +$130K +590 New
EWM
1975
EPG Wealth Management
Georgia
$141K +$129K +585 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.