AMGN icon

Amgen
AMGN

Overview Fund Activity

2,283 hedge funds and large institutions have $95.2B invested in Amgen in 2021 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 870 increasing their positions, 843 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+162
Holders Change %
+7.64%
% of All Funds
35.26%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.45%
New
313
Increased
870
Reduced
843
Closed
122
Calls
$989M
Puts
$974M
Net Calls
+$14.9M
Net Calls Change
+$111M

Top Buyers

1
BlackRock
BlackRock
New York
+$232M
2
Barclays
Barclays
United Kingdom
+$221M
3
Renaissance Technologies
Renaissance Technologies
New York
+$214M
4
First Trust Advisors
First Trust Advisors
Illinois
+$202M
5
Canada Life
Canada Life
Manitoba, Canada
+$163M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$554M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$377M
4
ClearBridge Investments
ClearBridge Investments
New York
-$208M
5
Bank of America
Bank of America
North Carolina
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
2001
Vivid Financial Management
California
$229K -$36.9K -164 -14%
SFG
2002
Sovereign Financial Group
Connecticut
$229K +$229K +1,020 New
SFWC
2003
Strategic Family Wealth Counselors
New Jersey
$228K -$64.1K -285 -22%
LFG
2004
Lockerman Financial Group
California
$228K +$228K +1,014 New
CAM
2005
Cubic Asset Management
Massachusetts
$227K -$2.92K -13 -1%
RG
2006
Renaissance Group
Kentucky
$227K – – –
SCM
2007
Southport Capital Management
Tennessee
$227K +$12.4K +55 +6%
PIM
2008
Progressive Investment Management
Oregon
$226K – – –
CBFP
2009
Cedar Brook Financial Partners
Ohio
$226K +$14.6K +65 +7%
HBWM
2010
Hollow Brook Wealth Management
New York
$226K +$226K +1,005 New
GCM
2011
Graham Capital Management
Connecticut
$226K +$226K +1,007 New
PAIM
2012
Punch & Associates Investment Management
Minnesota
$225K – – –
HC
2013
Hourglass Capital
Texas
$225K – – –
TLCM
2014
Twin Lakes Capital Management
California
$225K – – –
RWA
2015
Redmont Wealth Advisors
Illinois
$225K +$225K +1,000 New
LWMM
2016
Legacy Wealth Management (Mississippi)
Mississippi
$225K – – –
ACA
2017
Aptus Capital Advisors
Alabama
$224K -$2.06M -9,163 -90%
PCTC
2018
Perkins Coie Trust Company
Washington
$224K -$117K -520 -34%
JBA
2019
Johnson Bixby & Associates
Washington
$224K – – –
SIG
2020
Sargent Investment Group
Maryland
$224K +$6.76K +30 +3%
WMA
2021
West Michigan Advisors
Michigan
$224K +$224K +995 New
CCA
2022
Cobblestone Capital Advisors
New York
$223K -$1.18M -5,220 -84%
TWM
2023
Tradition Wealth Management
Minnesota
$223K -$29.7K -132 -12%
TPA
2024
Trivium Point Advisory
Connecticut
$222K -$25K -111 -10%
AAM
2025
Aureus Asset Management
Massachusetts
$222K -$6.74K -30 -3%
79 80
81
82 83