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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
CHA
1951
Carmichael Hill & Associates
Maryland
$246K
JLBC
1952
J.L. Bainbridge & Co
Florida
$246K
BI
1953
Blooom Inc
Kansas
$246K +$252K +1,092 New
CA
1954
Claro Advisors
Massachusetts
$245K -$15.2K -66 -6%
AA
1955
ALPS Advisors
Colorado
$245K -$4.84K -21 -2%
SL
1956
Summitry LLC
California
$244K
JFA
1957
JNBA Financial Advisors
Minnesota
$244K +$10.8K +47 +5%
MW
1958
MBL Wealth
North Carolina
$244K +$245K +1,061 New
FFBTD
1959
First Financial Bank - Trust Division
Ohio
$243K -$8.53K -37 -3%
ZF
1960
Zhang Financial
Michigan
$243K +$6.69K +29 +3%
LI
1961
LVZ Inc
Michigan
$243K +$244K +1,057 New
FPIS
1962
Financial Planning & Information Services
Wisconsin
$241K -$2.77K -12 -1%
AWP
1963
Abacus Wealth Partners
California
$240K +$241K +1,045 New
PAIM
1964
Punch & Associates Investment Management
Minnesota
$240K
AC
1965
Apella Capital
Connecticut
$239K -$98.4K -427 -29%
FNWM
1966
Financial Network Wealth Management
Utah
$238K +$239K +1,035 New
SAA
1967
Southeast Asset Advisors
Georgia
$237K
WHG
1968
Westwood Holdings Group
Texas
$237K
CWP
1969
Concord Wealth Partners
Virginia
$236K +$236K +1,025 New
SHWM
1970
Smith & Howard Wealth Management
Georgia
$235K
JF
1971
JSF Financial
California
$235K +$13.1K +57 +6%
CAM
1972
Cubic Asset Management
Massachusetts
$234K -$2.54K -11 -1%
AFP
1973
Ausdal Financial Partners
Iowa
$232K -$21K -91 -8%
MFW
1974
Meristem Family Wealth
Minnesota
$232K
BEAM
1975
Baker Ellis Asset Management
Washington
$232K +$233K +1,010 New

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.