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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
GFPC
2001
Global Financial Private Client
Florida
$94.7K +$86.6K +393 New
AFS
2002
Aft Forsyth & Sober
Florida
$94K +$86K +390 New
MWP
2003
Meridian Wealth Partners
Pennsylvania
$92K +$83.8K +380 New
AWA
2004
Arkadios Wealth Advisors
Georgia
$89.6K +$88.6K +402 New
GWS
2005
Glassman Wealth Services
Virginia
$89K +$3.09K +14 +4%
LD
2006
Lipe & Dalton
New York
$87K -$1.32K -6 -2%
PB
2007
Pinnacle Bancorp
Nebraska
$85K +$6.39K +29 +9%
PG
2008
Pendal Group
Australia
$82K +$74.9K +340 New
WQ
2009
Wealth Quarterback
New Jersey
$79.2K +$4.96M +22,519 New
FMTCOCP
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K -$39.7K -180 -36%
EI
2011
Ellevest Inc
New York
$79K +$64.8K +294 +865%
CFD
2012
Creative Financial Designs
Indiana
$75K -$2.08M -9,454 -97%
LWA
2013
Lenox Wealth Advisors
New York
$73K +$12.8K +58 +24%
SQA
2014
Simon Quick Advisors
New Jersey
$73K +$67K +304 New
KC
2015
Knuff & Co
California
$72K
FWM
2016
Filbrandt Wealth Management
Wisconsin
$72K +$66.1K +300 New
OSNBOA
2017
Old Second National Bank of Aurora
Illinois
$69K
CAM
2018
Columbia Asset Management
Michigan
$68.4K +$98.3K +446 +2%
EARNEST Partners
2019
EARNEST Partners
Georgia
$67K -$5.73K -26 -8%
WB
2020
West Bancorporation
Iowa
$67K +$60.8K +276 New
JSC
2021
Jackson Square Capital
California
$67K +$61.3K +278 New
DI
2022
Disciplined Investments
Oklahoma
$66K +$60.4K +274 New
CT
2023
Clearstead Trust
Maine
$65K
BAMG
2024
Brand Asset Management Group
Missouri
$63K
TFGT
2025
TS Financial Group (TSFG)
Illinois
$61K +$220 +1 +0.4%

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.