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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
ACI
176
AMP Capital Investors
Australia
$49.9M -$2.05M -8,897 -4%
Royal London Asset Management
177
Royal London Asset Management
United Kingdom
$49.4M -$2.93M -12,709 -6%
CI
178
Conning Inc
Connecticut
$49.1M +$8.51M +36,902 +21%
Aviva
179
Aviva
United Kingdom
$48.4M +$1.03M +4,465 +2%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$48.3M +$216K +936 +0.4%
AII
181
AGF Investments Inc
Ontario, Canada
$48.2M +$16.8M +72,981 +53%
AIA
182
Avalon Investment & Advisory
Texas
$48.1M -$11.2M -48,552 -19%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$47.8M +$38.4M +166,381 +402%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47.6M +$47.3M +205,051 +10,713%
MBI
185
Montrusco Bolton Investments
Quebec, Canada
$46.7M +$47.5M +205,888 New
Millennium Management
186
Millennium Management
New York
$44.5M +$44.7M +193,724 New
Osaic Holdings
187
Osaic Holdings
Arizona
$44.3M -$3M -13,002 -6%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$43.4M +$43.5M +188,723 New
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$42.8M -$22.2M -96,353 -34%
FWCM
190
Ferguson Wellman Capital Management
Oregon
$42M -$120K -519 -0.3%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$41.8M -$20.9M -90,857 -33%
N
192
Natixis
France
$41M +$41.1M +178,261 New
FAF
193
Fjarde Ap-fonden
Sweden
$40.8M -$1.25M -5,400 -3%
Bank of Nova Scotia
194
Bank of Nova Scotia
Ontario, Canada
$40.3M +$5.6M +24,287 +16%
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
$39.8M +$17.6M +76,361 +79%
VDI
196
Vaughan David Investments
Illinois
$39.1M +$205K +891 +0.5%
ASRS
197
Arizona State Retirement System
Arizona
$38.9M -$2.28M -9,909 -6%
Renaissance Technologies
198
Renaissance Technologies
New York
$38.5M -$93.5M -405,639 -71%
OA
199
Oak Associates
Ohio
$38.1M -$375K -1,625 -1%
CA
200
Cullinan Associates
Kentucky
$38.1M -$945K -4,100 -2%

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.