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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
DWP
2201
Destiny Wealth Partners
Florida
$8K +$7.84K +34 New
LGA
2202
Lebenthal Global Advisors
New York
$8K +$8.07K +35 New
MS
2203
Mizuho Securities
Japan
$8K +$8.07K +35 New
IWP
2204
IAG Wealth Partners
Wisconsin
$7K
CIA
2205
CSat Investment Advisory
Michigan
$5K -$666K -2,887 -99%
HWM
2206
HighMark Wealth Management
Minnesota
$5K
BEI
2207
Benjamin Edwards Inc
Missouri
$4K
SCA
2208
Stuart Chaussee & Associates
California
$4K
UFF
2209
USA Financial Formulas
Michigan
$3K -$2.69M -11,654 -100%
SWP
2210
ShoreHaven Wealth Partners
New Jersey
$3K +$2.54K +11 New
FWM
2211
ForthRight Wealth Management
Georgia
$3K +$3.23K +14 New
RA
2212
Resolute Advisors
California
$3K +$3.46K +15 New
NDSI
2213
Newman Dignan & Sheerar Inc
Rhode Island
$2.44K -$22.6K -98 -0.9%
ARIS
2214
Advanced Research Investment Solutions
California
$2K +$1.84K +8 New
CBTWT
2215
Community Bank & Trust (Waco, Texas)
Texas
$1.86K +$104K +451 +6%
SCP
2216
Syntal Capital Partners
Texas
$1K -$418K -1,815 -29%
TFA
2217
Transamerica Financial Advisors
Florida
$1K -$461 -2 -40%
WAM
2218
Wolverine Asset Management
Illinois
$1K +$1.84K +8 New
TI
2219
tru Independence
Oregon
$746 +$39.4K +171 +6%
FI
2220
Fosun International
China
$358
WOSD
2221
WFA of San Diego
California
$229 -$309K -1,340 -33%
HM
2222
HealthCor Management
New York
-$59.4M -233,740 Closed
ASC
2223
Atalanta Sosnoff Capital
New York
-$36M -141,454 Closed
ERSOT
2224
Employees Retirement System of Texas
Texas
-$29.1M -114,366 Closed
SFM
2225
Sphera Funds Management
Israel
-$28M -110,000 Closed

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.