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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
WCA
2101
Windsor Creek Advisors
Vermont
$2.66K -$223K -1,011 -8%
NDSI
2102
Newman Dignan & Sheerar Inc
Rhode Island
$2.58K -$19K -86 -0.8%
UFF
2103
USA Financial Formulas
Michigan
$2K +$1.98K +9 New
LPWM
2104
Lake Point Wealth Management
Texas
$2K +$2.2K +10 New
PGAM
2105
Princeton Global Asset Management
New Jersey
$1.46K +$494K +2,243 +59%
RG
2106
Retirement Group
California
$1K +$882 +4 New
CWAF
2107
Core Wealth Advisors (Florida)
Florida
$1K +$1.32K +6 New
SHWM
2108
Silicon Hills Wealth Management
Texas
$994 +$1.1K +5 New
PAA
2109
Peregrine Asset Advisers
Oregon
$380 +$347K +1,575 New
LS
2110
Leelyn Smith
Illinois
$7 +$6.39K +29 New
HighTower Advisors
2111
HighTower Advisors
Illinois
-$85.1M -439,325 Closed
QIM
2112
Quantitative Investment Management
Virginia
-$43M -222,042 Closed
Assenagon Asset Management
2113
Assenagon Asset Management
Luxembourg
-$22.8M -117,813 Closed
WG
2114
Winton Group
United Kingdom
-$21.1M -109,175 Closed
SI
2115
Sofinnova Investments
California
-$17.9M -92,300 Closed
HA
2116
H2O AM
United Kingdom
-$15.5M -80,071 Closed
DA
2117
Duality Advisers
Florida
-$11.7M -60,690 Closed
ECM
2118
ExodusPoint Capital Management
New York
-$7.49M -38,692 Closed
SSA
2119
Schonfeld Strategic Advisors
New York
-$6.16M -31,843 Closed
SEC
2120
Seven Eight Capital
New York
-$5.38M -27,813 Closed
Acadian Asset Management
2121
Acadian Asset Management
Massachusetts
-$4.75M -24,529 Closed
CIM
2122
Cambria Investment Management
California
-$4.7M -24,265 Closed
TEE
2123
Tibra Equities Europe
United Kingdom
-$3.81M -19,700 Closed
LP
2124
LMR Partners
United Kingdom
-$3.67M -18,951 Closed
SRAM
2125
Stone Ridge Asset Management
New York
-$3.1M -16,000 Closed

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.