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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
MWVC
2251
Morgens Waterfall Vintiadis & Co
New York
-$1.6M -6,300 Closed
PFT
2252
Providence First Trust
Arizona
-$1.56M -6,150 Closed
SC
2253
Sepio Capital
Utah
-$1.48M -5,836 Closed
LOAME
2254
Lombard Odier Asset Management (Europe)
United Kingdom
-$1.37M -5,375 Closed
CCM
2255
CAAS Capital Management
New York
-$1.02M -4,000 Closed
TC
2256
Toews Corporation
New Jersey
-$1.02M -4,000 Closed
VFP
2257
Verus Financial Partners
Virginia
-$1M -3,936 Closed
RIM
2258
Rampart Investment Management
Connecticut
-$920K -3,619 Closed
CI
2259
Cavalier Investments
Georgia
-$895K -3,523 Closed
GCA
2260
Genesee Capital Advisors
New York
-$881K -3,470 Closed
VWM
2261
Venturi Wealth Management
Texas
-$814K -3,203 Closed
BCM
2262
Barometer Capital Management
Ontario, Canada
-$810K -3,185 Closed
NCM
2263
Northside Capital Management
Oregon
-$730K -2,871 Closed
PCM
2264
Peregrine Capital Management
Minnesota
-$713K -2,805 Closed
LWPC
2265
Legacy Wealth Partners (California)
California
-$709K -2,791 Closed
Simplex Trading
2266
Simplex Trading
Illinois
-$602K -2,609 Closed
SIM
2267
Sterling Investment Management
Arizona
-$597K -2,350 Closed
SFWA
2268
Summit Financial Wealth Advisors
Louisiana
-$507K -2,304 Closed
OWA
2269
One Wealth Advisors
California
-$566K -2,226 Closed
ACP
2270
Aveo Capital Partners
Colorado
-$532K -2,092 Closed
AWM
2271
Apollon Wealth Management
South Carolina
-$529K -2,082 Closed
CC
2272
Cedar Capital
Illinois
-$516K -2,031 Closed
CS
2273
Cannell & Spears
New York
-$490K -1,929 Closed
AW
2274
Alpha Windward
Massachusetts
-$476K -1,872 Closed
AC
2275
Athanor Capital
New York
-$443K -1,743 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.