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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
PP
2076
Pacifica Partners
Canada
$117K -$17.3K -75 -13%
MWP
2077
Meridian Wealth Partners
Pennsylvania
$113K -$2.31K -10 -2%
KFA
2078
Krane Funds Advisors
New York
$113K +$114K +493 New
M
2079
MOTCO
Texas
$110K -$30.7K -133 -22%
ST
2080
Sageworth Trust
Pennsylvania
$108K +$49.3K +214 +84%
APC
2081
Asset Planning Corporation
Tennessee
$108K +$108K +470 New
ME
2082
McIlrath & Eck
Washington
$107K +$3.23K +14 +3%
HIM
2083
Hillsdale Investment Management
Ontario, Canada
$106K -$406K -1,760 -79%
RG
2084
Retirement Group
California
$104K +$92.2K +400 +741%
BHWM
2085
Bay Harbor Wealth Management
Maryland
$102K -$16.6K -72 -14%
CFO
2086
CVA Family Office
Colorado
$100K
AA
2087
Addison Advisors
Vermont
$100K +$99.8K +433 New
PGAM
2088
Princeton Global Asset Management
New Jersey
$95K -$1.13M -4,915 -92%
POIA
2089
Pin Oak Investment Advisors
Texas
$94K -$28.8K -125 -23%
CCM
2090
Copeland Capital Management
Pennsylvania
$94K +$461 +2 +0.5%
CCA
2091
Catalyst Capital Advisors
New York
$94K +$94.5K +410 New
AWM
2092
Atticus Wealth Management
Florida
$93K +$461 +2 +0.5%
BCM
2093
Blume Capital Management
California
$92K
RA
2094
Reby Advisors
Connecticut
$89K +$89K +386 New
AWM
2095
Accel Wealth Management
Iowa
$89K +$89.5K +388 New
GFPC
2096
Global Financial Private Client
Florida
$87.6K
MLFP
2097
MPS Loria Financial Planners
Illinois
$86K +$43.8K +190 +99%
LAS
2098
Lloyd Advisory Services
Georgia
$84K -$3.46K -15 -4%
LD
2099
Lipe & Dalton
New York
$83K
PB
2100
Pinnacle Bancorp
Nebraska
$82K +$2.31K +10 +3%

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.