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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
AJ
2176
Ashburton (Jersey)
Jersey
$17K
JPLA
2177
Joseph P. Lucia & Associates
New York
$17K +$17.3K +75 New
CCA
2178
Column Capital Advisors
Indiana
$16K
PCA
2179
Providence Capital Advisors
North Carolina
$15K +$15.2K +66 New
RDFA
2180
Ritter Daniher Financial Advisory
Ohio
$15K +$15.4K +67 New
RIA
2181
RPG Investment Advisory
California
$14K
TC
2182
Truvestments Capital
Florida
$13K
LFG
2183
Larson Financial Group
Missouri
$13K +$231 +1 +2%
FGAM
2184
Financial Gravity Asset Management
Texas
$13K +$13.6K +59 New
HF
2185
Halpern Financial
Virginia
$12.9K -$10.4K -45 -45%
CMA
2186
Cedar Mountain Advisors
Oregon
$12K
LWA
2187
Lowe Wealth Advisors
Maryland
$12K
CWM
2188
Cedar Wealth Management
California
$11K
MSFP
2189
Mark Sheptoff Financial Planning
Connecticut
$11K
BBHBI
2190
B, B, H, & B Inc
Alabama
$11K +$11.5K +50 New
FFG
2191
Fortem Financial Group
California
$11K +$11.5K +50 New
AIC
2192
Archer Investment Corporation
Indiana
$10.1K
HS
2193
Horan Securities
United States
$10K +$5.3K +23 +121%
LS
2194
Leelyn Smith
Illinois
$9K -$3.69K -16 -29%
H
2195
Hexavest
Quebec, Canada
$9K
BII
2196
Bainco International Investors
Massachusetts
$9K +$8.3K +36 New
MGIM
2197
M&G Investment Management
United Kingdom
$8.23K -$207K -897 -2%
NL
2198
NVWM LLC
Pennsylvania
$8K -$12.4K -54 -62%
CA
2199
Centerpoint Advisors
Massachusetts
$8K
RWB
2200
RMR Wealth Builders
New Jersey
$8K +$7.61K +33 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.