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Amgen
AMGN

Overview Fund Activity

2,209 hedge funds and large institutions have $101B invested in Amgen in 2020 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 913 increasing their positions, 758 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,209
Holders Change
+91
Holders Change %
+4.3%
% of All Funds
39.19%
Holding in Top 10
52
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-53.15%
% of All Funds
0.92%
New
258
Increased
913
Reduced
758
Closed
132
Calls
$932M
Puts
$1.07B
Net Calls
-$141M
Net Calls Change
-$271M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.24B
2
Boston Partners
Boston Partners
Massachusetts
$224M
3
UBS Group
UBS Group
Switzerland
$746M
4
Deutsche Bank
Deutsche Bank
Germany
$967M
5
Fidelity International
Fidelity International
Bermuda
$196M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
$7.3B
3
State Street
State Street
Massachusetts
$6.92B
4
Invesco
Invesco
Georgia
$499M
5
Capital International Investors
Capital International Investors
California
$538M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
1951
Zhang Financial
Michigan
$243K +$6.67K +29 +3%
LI
1952
LVZ Inc
Michigan
$243K +$243K +1,057 New
FPIS
1953
Financial Planning & Information Services
Wisconsin
$241K -$2.75K -12 -1%
AWP
1954
Abacus Wealth Partners
California
$240K +$240K +1,045 New
PAIM
1955
Punch & Associates Investment Management
Minnesota
$240K – – –
AC
1956
Apella Capital
Connecticut
$239K -$98.2K -427 -29%
FNWM
1957
Financial Network Wealth Management
Utah
$238K +$238K +1,035 New
WHG
1958
Westwood Holdings Group
Texas
$237K – – –
SAA
1959
Southeast Asset Advisors
Georgia
$237K – – –
CWP
1960
Concord Wealth Partners
Virginia
$236K +$236K +1,025 New
SHWM
1961
Smith & Howard Wealth Management
Georgia
$235K – – –
JF
1962
JSF Financial
California
$235K +$13.1K +57 +6%
CAM
1963
Cubic Asset Management
Massachusetts
$234K -$2.53K -11 -1%
AFP
1964
Ausdal Financial Partners
Iowa
$232K -$20.9K -91 -8%
MFW
1965
Meristem Family Wealth
Minnesota
$232K – – –
BEAM
1966
Baker Ellis Asset Management
Washington
$232K +$232K +1,010 New
CIA
1967
CCM Investment Advisers
South Carolina
$231K -$3.45K -15 -1%
CC
1968
Callan Capital
California
$231K – – –
TNA
1969
True North Advisors
Texas
$231K +$36.7K +160 +19%
PCAP
1970
Pratt Collard Advisory Partners
New York
$230K -$1.15K -5 -0.5%
HC
1971
Hourglass Capital
Texas
$230K – – –
CAG
1972
Curtis Advisory Group
California
$230K – – –
FSA
1973
Financial Sense Advisors
California
$230K +$459 +2 +0.2%
CFAM
1974
Center For Asset Management
Florida
$230K +$230K +1,000 New
TLCM
1975
Twin Lakes Capital Management
California
$230K +$230K +1,000 New
77 78
79
80 81