2,207 hedge funds and large institutions have $109B invested in Amgen in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 916 increasing their positions, 844 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,207
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
38.86%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.93%
New
144
Increased
916
Reduced
844
Closed
123
Calls
$1.03B
Puts
$1.07B
Net Calls
-$38M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Shares
Change %
OPOWM
2001
One Plus One Wealth Management
Florida
$227K +$227K +912 New
PWAG
2002
Polaris Wealth Advisory Group
California
$227K +$227K +912 New
XT
2003
XTX Topco
Cayman Islands
$226K +$226K +907 New
LWMM
2004
Legacy Wealth Management (Mississippi)
Mississippi
$224K
SIC
2005
Sigma Investment Counselors
Michigan
$223K -$4.98K -20 -2%
BST
2006
Bath Savings Trust
Maine
$223K
CSPAM
2007
Cary Street Partners Asset Management
Virginia
$223K +$16.9K +1,477 +8%
6M
2008
6 Meridian
Kansas
$222K -$1.56M -6,260 -88%
MCM
2009
Marathon Capital Management
Maryland
$222K +$2.73K +11 +1%
AFA
2010
American Financial Advisors
Georgia
$222K +$222K +893 New
RWM
2011
RBA Wealth Management
California
$222K +$222K +891 New
TIA
2012
Tandem Investment Advisors
South Carolina
$221K -$24.1K -97 -10%
MWM
2013
Meridian Wealth Management
Kentucky
$220K -$144K -579 -40%
BAAM
2014
Baker Avenue Asset Management
California
$220K
9WM
2015
9258 Wealth Management
Ohio
$219K -$9.7K -39 -4%
KLI
2016
Kelman-Lazarov Inc
Tennessee
$219K
FAN
2017
Financial Advisors Network
California
$219K +$219K +879 New
SBWIC
2018
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K
KFP
2019
Keystone Financial Planning
Ohio
$217K
SGCA
2020
Steel Grove Capital Advisors
Tennessee
$217K
RCG
2021
Rock Creek Group
District of Columbia
$216K -$128K -513 -37%
SEP
2022
Southland Equity Partners
Missouri
$214K +$214K +861 New
NFP
2023
Narus Financial Partners
Utah
$214K +$214K +860 New
DT
2024
Daniels + Tansey
Delaware
$214K
SIC
2025
Samalin Investment Counsel
New York
$214K +$214K +863 New