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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
SIS
2126
Sound Income Strategies
Florida
$60K
NICM
2127
Neo Ivy Capital Management
New York
$59K +$59K +256 New
TIAM2
2128
Tru Independence Asset Management 2
Oregon
$59K +$59K +256 New
CAM
2129
Costello Asset Management
Pennsylvania
$58K
IRC
2130
Investors Research Corp
Georgia
$57K
AFS
2131
Annapolis Financial Services
Maryland
$57K +$57.6K +250 New
DWMG
2132
DB Wealth Management Group
California
$57K +$57.6K +250 New
CWM
2133
Cranbrook Wealth Management
Michigan
$56K
CTFG
2134
Capstone Triton Financial Group
Oklahoma
$52K +$52.3K +227 New
CA
2135
Crewe Advisors
Utah
$51K -$17.1K -74 -25%
NR
2136
Newfound Research
Massachusetts
$51K +$51.2K +222 New
PCH
2137
PGIM Custom Harvest
New Jersey
$50K +$45.9K +199 New
RA
2138
Rational Advisors
New York
$49K +$43.1K +187 +748%
SIAG
2139
Safeguard Investment Advisory Group
California
$48K +$48.2K +209 New
CFN
2140
Cordasco Financial Network
Florida
$47K +$31.1K +135 +193%
ADIM
2141
Alpha DNA Investment Management
Maryland
$47K +$48K +208 New
SQA
2142
Simon Quick Advisors
New Jersey
$46K -$46.3K -201 -50%
MWA
2143
Moser Wealth Advisors
Washington
$46K
SWM
2144
Sugarloaf Wealth Management
Georgia
$46K
Q
2145
QVR
California
$46K +$46.1K +200 New
BFG
2146
Baron Financial Group
New Jersey
$46K
GG
2147
Gleason Group
Kentucky
$45K
BSSFA
2148
Baron Silver Stevens Financial Advisors
Florida
$45K +$45.4K +197 New
1IA
2149
1834 Investment Advisors
Wisconsin
$43K +$1.38K +6 +3%
KC
2150
Kinloch Capital
Virginia
$40K +$39.7K +172 New

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.