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
Name Holding Trade Value Shares
Change
Shares
Change %
DT
2001
Daniels + Tansey
Delaware
$216K +$216K +862 New
RMAM
2002
Raab & Moskowitz Asset Management
New Jersey
$214K +$4.59K +20 +2%
CG
2003
Corundum Group
Colorado
$214K +$7.13K +31 +3%
RSWM
2004
Robertson Stephens Wealth Management
California
$214K +$214K +934 New
BA
2005
Bridge Advisory
California
$213K +$213K +924 New
OQS
2006
Occudo Quantitative Strategies
Florida
$213K +$213K +928 New
CCM
2007
Conway Capital Management
California
$213K +$213K +926 New
SPFA
2008
Summit Place Financial Advisors
New Jersey
$212K -$34.5K -150 -14%
9WM
2009
9258 Wealth Management
Ohio
$212K -$1.15K -5 -0.5%
SWP
2010
Summit Wealth Partners
Florida
$212K
PPSG
2011
Princeton Portfolio Strategies Group
New Jersey
$211K
SCG
2012
Sonata Capital Group
Washington
$210K
SIC
2013
Sigma Investment Counselors
Michigan
$210K +$8.95K +39 +4%
FNBOSM
2014
First National Bank of South Miami
Florida
$208K +$13.1K +57 +7%
EFSCE
2015
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$2.07K +9 +1%
LWMM
2016
Legacy Wealth Management (Mississippi)
Mississippi
$207K
CMO
2017
Covenant Multifamily Offices
Texas
$206K -$10.6K -46 -5%
BST
2018
Bath Savings Trust
Maine
$206K
LBD
2019
Landsberg Bennett & Dubbaneh
Florida
$206K +$20.5K +89 +11%
FMI
2020
F/M Investments
District of Columbia
$206K +$206K +895 New
BZWA
2021
Blue Zone Wealth Advisors
California
$205K -$66.3K -288 -24%
BAAM
2022
Baker Avenue Asset Management
California
$203K -$4.76M -20,769 -96%
MCM
2023
Marathon Capital Management
Maryland
$203K -$9.18K -40 -4%
KLI
2024
Kelman-Lazarov Inc
Tennessee
$203K
NWA
2025
New World Advisors
Massachusetts
$203K +$203K +797 New