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Amgen
AMGN

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.24B
2
Boston Partners
2
Boston Partners
Massachusetts
$224M
3
UBS Group
3
UBS Group
Switzerland
$746M
4
Deutsche Bank
4
Deutsche Bank
Germany
$967M
5
Fidelity International
5
Fidelity International
Bermuda
$196M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.2B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$7.3B
3
State Street
3
State Street
Massachusetts
$6.92B
4
Invesco
4
Invesco
Georgia
$499M
5
Capital International Investors
5
Capital International Investors
California
$538M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
2026
Austin Private Wealth
Texas
$203K +$203K +881 New
SCA
2027
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$203K +885 New
TPM
2028
Triasima Portfolio Management
Quebec, Canada
$203K +$203K +885 New
SBWIC
2029
Schaper Benz & Wise Investment Counsel
Wisconsin
$202K +$202K +878 New
KFP
2030
Keystone Financial Planning
Ohio
$201K – – –
IP
2031
Investment Partners
Ohio
$201K +$691 +3 +0.3%
ACA
2032
Affinity Capital Advisors
California
$201K +$1.15K +5 +0.6%
HAS
2033
HBW Advisory Services
California
$201K +$201K +876 New
SGCA
2034
Steel Grove Capital Advisors
Tennessee
$200K -$1.05M -4,551 -84%
CAGAS
2035
Capital Advisory Group Advisory Services
Minnesota
$197K -$376K -1,633 -66%
CSPAM
2036
Cary Street Partners Asset Management
Virginia
$192K +$192K +18,006 New
SIC
2037
Salem Investment Counselors
North Carolina
$190K +$38.5K +167 +25%
SPWG
2038
Sage Private Wealth Group
Illinois
$189K +$189K +823 New
COCM
2039
Charter Oak Capital Management
New Hampshire
$186K +$186K +810 New
HBT
2040
Hills Bank & Trust
Iowa
$185K +$12.7K +55 +7%
CWM
2041
Curi Wealth Management
North Carolina
$182K +$182K +794 New
WR
2042
WD Rutherford
Oregon
$177K +$177K +769 New
ED
2043
Exane Derivatives
France
$172K +$52K +226 +43%
TJHA
2044
Thomas J. Herzfeld Advisors
Florida
$165K – – –
PS
2045
Planned Solutions
California
$162K +$23K +100 +17%
ACM
2046
AUA Capital Management
Pennsylvania
$161K – – –
CTB
2047
Country Trust Bank
Illinois
$159K – – –
D
2048
Diversified
Delaware
$155K +$155K +611 New
APWM
2049
Atlas Private Wealth Management
New York
$153K -$17.3K -75 -10%
FMP
2050
Financial Management Professionals
Texas
$149K -$27.1K -118 -15%
80 81
82
83 84