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Amgen
AMGN

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: 2,128 → 2,219 (+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: 111 → 52 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$272M
2
Boston Partners
Boston Partners
Massachusetts
+$220M
3
UBS Group
UBS Group
Switzerland
+$207M
4
Deutsche Bank
Deutsche Bank
Germany
+$147M
5
Fidelity International
Fidelity International
Bermuda
+$131M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$699M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$401M
3
State Street
State Street
Massachusetts
-$273M
4
Invesco
Invesco
Georgia
-$233M
5
Capital International Investors
Capital International Investors
California
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1976
CCM Investment Advisers
South Carolina
$231K -$3.46K -15 -1%
CC
1977
Callan Capital
California
$231K – – –
TNA
1978
True North Advisors
Texas
$231K +$36.9K +160 +19%
PPG
1979
Peak Planning Group
Colorado
$230K +$6.69K +29 +3%
PCAP
1980
Pratt Collard Advisory Partners
New York
$230K -$1.15K -5 -0.5%
CAG
1981
Curtis Advisory Group
California
$230K – – –
HC
1982
Hourglass Capital
Texas
$230K – – –
FSA
1983
Financial Sense Advisors
California
$230K +$461 +2 +0.2%
CFAM
1984
Center For Asset Management
Florida
$230K +$231K +1,000 New
TLCM
1985
Twin Lakes Capital Management
California
$230K +$231K +1,000 New
MNG
1986
Manning & Napier Group
New York
$229K – – –
GWM
1987
Gray Wealth Management
Maine
$229K +$7.84K +34 +4%
CFS
1988
CRA Financial Services
New Jersey
$229K +$18.4K +80 +9%
EIG
1989
Ellenbecker Investment Group
Wisconsin
$228K -$3.69K -16 -2%
SCA
1990
St. Clair Advisors
Ohio
$227K +$228K +989 New
AFAS
1991
Acorn Financial Advisory Services
Virginia
$227K – – –
TIA
1992
Tandem Investment Advisors
South Carolina
$227K +$4.38K +19 +2%
AF
1993
Aldebaran Financial
$226K +$692 +3 +0.3%
Walleye Trading
1994
Walleye Trading
New York
$226K +$226K +982 New
PG
1995
Pendal Group
Australia
$225K +$226K +980 New
SFG
1996
Summit Financial Group
West Virginia
$224K – – –
CAM
1997
Concorde Asset Management
Michigan
$224K +$8.76K +38 +4%
DAC
1998
Dividend Assets Capital
South Carolina
$223K – – –
NEAM
1999
New England Asset Management
Connecticut
$223K – – –
GFP
2000
Gryphon Financial Partners
Ohio
$223K +$922 +4 +0.4%
78 79
80
81 82

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.