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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
CCM
2151
Cribstone Capital Management
Maine
$36K
BC
2152
Belmont Capital
California
$34K
CCC
2153
Crescent Capital Consulting
Louisiana
$34K +$33.7K +146 New
HI
2154
Hoey Investments
Pennsylvania
$29K
NSB
2155
Norway Savings Bank
Maine
$29K +$28.8K +125 New
FPCG
2156
Fort Pitt Capital Group
Pennsylvania
$28K +$28.1K +122 New
MWC
2157
MBM Wealth Consultants
Missouri
$26K -$79.3K -344 -75%
RTC
2158
Riverview Trust Company
Washington
$24K
GSAM
2159
Grant Street Asset Management
Pennsylvania
$24K +$24.4K +106 New
DRS
2160
Deane Retirement Strategies
Louisiana
$23K
UMC
2161
United Maritime Capital
New York
$22K +$22.4K +97 New
BDWCC
2162
B&D White Capital Company
Texas
$22K +$23.1K +100 New
KFS
2163
Kelly Financial Services
Massachusetts
$21.5K +$231 +1 +1%
JAM
2164
JCIC Asset Management
Ontario, Canada
$21K
SFG
2165
Sowa Financial Group
Rhode Island
$21K
CPFP
2166
Clear Perspectives Financial Planning
Ohio
$21K +$20.8K +90 New
EWA
2167
Evolution Wealth Advisors
Florida
$20K
EA
2168
Elm Advisors
California
$20K +$20.5K +89 New
TAM
2169
Tucker Asset Management
Colorado
$19.8K +$19.8K +86 New
MCM
2170
McMillion Capital Management
North Carolina
$19K +$18.7K +81 New
FCM
2171
Firestone Capital Management
Florida
$18K
PCFFS
2172
Pacific Center for Financial Services
California
$18K
FWM
2173
FSA Wealth Management
Massachusetts
$18K +$18K +78 New
BA
2174
Bellwether Advisors
Nebraska
$18K +$18.2K +79 New
SL
2175
Savior LLC
Massachusetts
$17K -$4.84K -21 -22%

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.