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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
LA
2001
Latitude Advisors
Florida
$223K +$223K +968 New
AIG
2002
American International Group
New York
$221K -$14.4M -62,357 -6%
QPWM
2003
Quadrant Private Wealth Management
Pennsylvania
$220K -$17.1K -74 -7%
BP
2004
BCK Partners
New York
$220K +$220K +955 New
SAM
2005
SignalPoint Asset Management
Missouri
$219K -$4.38K -19 -2%
LF
2006
Lantz Financial
Illinois
$219K +$8.53K +37 +4%
MPW
2007
MA Private Wealth
California
$218K -$315K -1,367 -59%
NB
2008
Nicolet Bankshares
Wisconsin
$218K -$5.76K -25 -3%
SC
2009
Schulhoff & Co
Ohio
$218K
HDIM
2010
Hanson & Doremus Investment Management
Vermont
$218K +$18.4K +80 +9%
DT
2011
Daniels + Tansey
Delaware
$216K +$199K +862 New
RMAM
2012
Raab & Moskowitz Asset Management
New Jersey
$214K +$4.61K +20 +2%
CG
2013
Corundum Group
Colorado
$214K +$7.15K +31 +3%
RSWM
2014
Robertson Stephens Wealth Management
California
$214K +$215K +934 New
BA
2015
Bridge Advisory
California
$213K +$213K +924 New
OQS
2016
Occudo Quantitative Strategies
Florida
$213K +$214K +928 New
CCM
2017
Conway Capital Management
California
$213K +$213K +926 New
SPFA
2018
Summit Place Financial Advisors
New Jersey
$212K -$34.6K -150 -14%
9WM
2019
9258 Wealth Management
Ohio
$212K -$1.15K -5 -0.5%
SWP
2020
Summit Wealth Partners
Florida
$212K
PPSG
2021
Princeton Portfolio Strategies Group
New Jersey
$211K
SCG
2022
Sonata Capital Group
Washington
$210K
SIC
2023
Sigma Investment Counselors
Michigan
$210K +$8.99K +39 +4%
FNBOSM
2024
First National Bank of South Miami
Florida
$208K +$13.1K +57 +7%
EFSCE
2025
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$2.08K +9 +1%

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.