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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
UCFA
176
United Capital Financial Advisors
Texas
$53.5M +$3.45M +15,671 +8%
CAM
177
ClariVest Asset Management
California
$52.8M -$4.16M -18,878 -8%
AIA
178
Avalon Investment & Advisory
Texas
$52.5M -$184K -835 -0.4%
OA
179
Oak Associates
Ohio
$51.8M -$1.69M -7,646 -3%
Aviva
180
Aviva
United Kingdom
$51.2M -$1.04M -4,725 -2%
FWCM
181
Ferguson Wellman Capital Management
Oregon
$51.2M -$27.1K -123 -0.1%
DZ Bank
182
DZ Bank
Germany
$50.3M -$12.6M -57,301 -21%
SCP
183
Seizert Capital Partners
Michigan
$50.2M -$2.15M -9,755 -4%
RRAM
184
River Road Asset Management
Kentucky
$50.1M -$11.6M -52,717 -20%
CI
185
Conning Inc
Connecticut
$49.8M -$1.22M -5,517 -3%
TAM
186
Todd Asset Management
Kentucky
$49M -$18.8M -85,166 -30%
MNG
187
Manning & Napier Group
New York
$48.6M +$4.15M +18,838 +10%
SAM
188
Sawgrass Asset Management
Florida
$48.6M -$482K -2,186 -1%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$48M -$18.2M -82,600 -29%
PA
190
Profund Advisors
Maryland
$47.9M +$4.11M +18,661 +10%
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$47.7M -$419K -1,900 -1%
GKIM
192
GW&K Investment Management
Massachusetts
$47.3M -$107K -485 -0.2%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$47.1M +$38M +172,189 +717%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$46.9M -$1.97M -8,920 -4%
WRF
195
Waddell & Reed Financial
Kansas
$44.3M -$2.09M -9,474 -5%
Neuberger Berman Group
196
Neuberger Berman Group
New York
$44.2M -$1.3M -5,881 -3%
SLAM
197
Swiss Life Asset Management
$43.9M -$30.2M -137,171 -43%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$43.7M +$1.33M +6,048 +3%
RCM
199
RNC Capital Management
California
$43.3M +$922K +4,181 +2%
Comerica Bank
200
Comerica Bank
Texas
$43.2M +$29.5K +134 +0.1%

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.