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2,219 hedge funds and large institutions have $101B invested in Amgen in 2020 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 917 increasing their positions, 762 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 133

20% more repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 762

4% more funds holding

Funds holding: 2,1282,219 (+91)

0.69% less ownership

Funds ownership: 76.17%75.49% (-0.69%)

11% less capital invested

Capital invested by funds: $113B → $101B (-$12B)

13% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.07B

53% less funds holding in top 10

Funds holding in top 10: 11152 (-59)

Holders
2,219
Holders Change
+91
Holders Change %
+4.28%
% of All Funds
39.26%
Holding in Top 10
52
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-53.15%
% of All Funds
0.92%
New
259
Increased
917
Reduced
762
Closed
133
Calls
$932M
Puts
$1.07B
Net Calls
-$141M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2051
Curi Wealth Management
North Carolina
$182K +$183K +794 New
WR
2052
WD Rutherford
Oregon
$177K +$177K +769 New
ED
2053
Exane Derivatives
France
$172K +$52.1K +226 +43%
TJHA
2054
Thomas J. Herzfeld Advisors
Florida
$165K
PS
2055
Planned Solutions
California
$162K +$23.1K +100 +17%
ACM
2056
AUA Capital Management
Pennsylvania
$161K
CTB
2057
Country Trust Bank
Illinois
$159K
D
2058
Diversified
Delaware
$155K +$141K +611 New
APWM
2059
Atlas Private Wealth Management
New York
$153K -$17.3K -75 -10%
FMP
2060
Financial Management Professionals
Texas
$149K -$27.2K -118 -15%
GWS
2061
Glassman Wealth Services
Virginia
$145K +$16.8K +73 +13%
SWA
2062
SOA Wealth Advisors
New York
$140K +$136K +588 New
TLFA
2063
True Link Financial Advisors
California
$140K +$140K +607 New
IRAG
2064
Investment Research & Advisory Group
Georgia
$139K
SAI
2065
Systematic Alpha Investments
New Jersey
$138K +$138K +600 New
SSC
2066
Syverson Strege & Co
Iowa
$138K +$138K +600 New
WLPWM
2067
Walled Lake Planning & Wealth Management
Illinois
$136K -$1.84K -8 -1%
TFM
2068
TFC Financial Management
Massachusetts
$135K
VCM
2069
Versant Capital Management
Arizona
$134K
AWM
2070
AllSquare Wealth Management
New York
$133K -$10.4K -45 -7%
FFC
2071
First Financial Corp
Indiana
$128K -$12.2K -53 -9%
MHR
2072
Matthew Hamilton Rosenberg
$128K +$11.5K +50 +10%
CC
2073
Centiva Capital
New York
$125K -$1.35M -5,873 -92%
FPFS
2074
First Personal Financial Services
North Carolina
$125K -$12.4K -54 -9%
APWA
2075
Atlas Private Wealth Advisors
New Jersey
$123K

AMGN Hedge Fund Activity: Q4 2020 in Review

2,219 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2020, worth a combined $101B — down 11% from $113B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new AMGN positions and 133 closed out — a net gain of 126 holders — while 917 added to existing stakes and 762 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $272M. The largest seller was JP Morgan Chase, cutting an estimated $699M.

  • 2,219 institutional investors held Amgen (AMGN) as of Q4 2020, up from 2,128 in Q3 2020.
  • Funds reported $101B of Amgen stock for Q4 2020, down 11% quarter-over-quarter.
  • 259 funds opened new Amgen positions in Q4 2020 and 133 closed out, a net change of +126 holders.
  • The largest Amgen buyer in Q4 2020 was Morgan Stanley, an estimated $272M added.
  • The largest Amgen seller in Q4 2020 was JP Morgan Chase, an estimated $699M sold.

Based on aggregated 13F filings for Q4 2020.