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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
CCM
2026
Cribstone Capital Management
Maine
$60K -$173K -786 -76%
IRC
2027
Investors Research Corp
Georgia
$60K
CWM
2028
Cranbrook Wealth Management
Michigan
$59K
PHK
2029
Point72 Hong Kong
Hong Kong
$59K +$54K +245 New
GG
2030
Gleason Group
Kentucky
$58K +$52.9K +240 New
TT
2031
TI-Trust
Illinois
$58K +$53.1K +241 New
SIS
2032
Sound Income Strategies
Florida
$57K
SWM
2033
Sugarloaf Wealth Management
Georgia
$57K +$52.5K +238 New
CA
2034
Crewe Advisors
Utah
$53K
AJ
2035
Ashburton (Jersey)
Jersey
$50K -$4.19K -19 -8%
IA
2036
IndexIQ Advisors
New York
$50K +$45.6K +207 New
EWM
2037
Edge Wealth Management
New York
$48K
TIM
2038
Tortoise Investment Management
New York
$48K
FPS
2039
Fieldpoint Private Securities
Connecticut
$48K +$3.75K +17 +9%
MWA
2040
Moser Wealth Advisors
Washington
$48K +$44.1K +200 New
SC
2041
Solstein Capital
California
$48K +$44.3K +201 New
BC
2042
Barnett & Company
Tennessee
$47K +$41.7K +189 +4,725%
CG
2043
Cutler Group
California
$44K -$491K -2,227 -92%
1IA
2044
1834 Investment Advisors
Wisconsin
$43K
AS
2045
Altshuler Shaham
Israel
$42K +$27.8K +126 +274%
ST
2046
Sageworth Trust
Pennsylvania
$42K +$38.6K +175 New
BCI
2047
Brinker Capital Investments
Pennsylvania
$38K +$22K +100 +175%
IF
2048
Ironwood Financial
Arizona
$36K
BC
2049
Belmont Capital
California
$36K +$33.1K +150 New
MSFP
2050
Mark Sheptoff Financial Planning
Connecticut
$34K

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.