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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
PIM
2101
Platinum Investment Management
Australia
$82K +$82.5K +358 New
O
2102
Ossiam
France
$80K -$1.6M -6,942 -95%
SLF
2103
Sun Life Financial
Ontario, Canada
$80K -$1.15K -5 -1%
SFP
2104
Sterling Financial Planning
New Jersey
$80K +$80.2K +348 New
OCM
2105
Orion Capital Management
California
$80K +$80.7K +350 New
PWMG
2106
Prestige Wealth Management Group
New Jersey
$78K -$153K -662 -66%
OSNBOA
2107
Old Second National Bank of Aurora
Illinois
$77K
FMTCOCP
2108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
FFA
2109
Freedman Financial Associates
Massachusetts
$75K +$74.9K +325 New
AW
2110
Avion Wealth
Texas
$74K
VCG
2111
Vantage Consulting Group
Virginia
$73K +$73.5K +319 New
LWA
2112
Lenox Wealth Advisors
New York
$71K +$692 +3 +1%
VRM
2113
Vectors Research Management
New York
$71K +$61.1K +265 +616%
TFGT
2114
TS Financial Group (TSFG)
Illinois
$70K +$15.7K +68 +29%
FWM
2115
Focused Wealth Management
New York
$69K -$202K -875 -74%
FWM
2116
Filbrandt Wealth Management
Wisconsin
$69K
KC
2117
Knuff & Co
California
$69K
TIM
2118
Tortoise Investment Management
New York
$69K
JWM
2119
Janiczek Wealth Management
Colorado
$69K +$54.4K +236 +369%
HFS
2120
HBC Financial Services
Washington
$67K
CT
2121
Clearstead Trust
Maine
$66K
EARNEST Partners
2122
EARNEST Partners
Georgia
$64K
SFO
2123
Standard Family Office
South Dakota
$63K +$63.4K +275 New
TC
2124
Tacita Capital
Ontario, Canada
$63K +$63.4K +275 New
BAMG
2125
Brand Asset Management Group
Missouri
$60K

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.