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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
SL
2051
Savior LLC
Massachusetts
$34K +$30.6K +139 New
SCA
2052
Stuart Chaussee & Associates
California
$33K
PCM
2053
Prelude Capital Management
New York
$29K -$35.9K -163 -58%
SL
2054
Salomon & Ludwin
Virginia
$26K +$13.2K +60 +125%
AA
2055
Advisory Alpha
Michigan
$24.4K -$14.8K -67 -39%
CFG
2056
CKW Financial Group
Hawaii
$24K
DRS
2057
Deane Retirement Strategies
Louisiana
$24K
EIM
2058
Essex Investment Management
Massachusetts
$24K
MWA
2059
Marshall Wace Asia
Hong Kong
$24K +$21.6K +98 New
TFA
2060
Tobias Financial Advisors
Florida
$24K +$22K +100 New
CCA
2061
Column Capital Advisors
Indiana
$23K +$21.6K +98 New
SFG
2062
Sowa Financial Group
Rhode Island
$22K +$20.5K +93 New
KFS
2063
Kelly Financial Services
Massachusetts
$21.9K +$220 +1 +1%
CA
2064
CXI Advisors
Indiana
$21K +$19K +86 New
PW
2065
Price Wealth
Texas
$20K -$1.98K -9 -10%
NL
2066
NVWM LLC
Pennsylvania
$20K
LWA
2067
Lowe Wealth Advisors
Maryland
$19K
PCFFS
2068
Pacific Center for Financial Services
California
$19K
FCM
2069
Firestone Capital Management
Florida
$19K +$17.2K +78 New
EWA
2070
Evolution Wealth Advisors
Florida
$18K -$882 -4 -5%
JPLA
2071
Joseph P. Lucia & Associates
New York
$18K
CI
2072
Cordant Inc
Oregon
$17K +$15.4K +70 New
PCA
2073
Peddock Capital Advisors
Massachusetts
$17K +$15.4K +70 New
RWB
2074
RMR Wealth Builders
New Jersey
$16K +$14.3K +65 New
MCM
2075
McMillion Capital Management
North Carolina
$15K

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.