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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
CPC
2276
Cookson Peirce & Co
Pennsylvania
-$405K -1,595 Closed
HCA
2277
Harbour Capital Advisors
Virginia
-$362K -1,424 Closed
NERM
2278
New England Research & Management
Illinois
-$356K -1,400 Closed
SDWMA
2279
Schneider Downs Wealth Management Advisors
Pennsylvania
-$333K -1,312 Closed
WI
2280
Wintrust Investments
Illinois
-$270K -1,300 Closed
DWA
2281
Dorsey Wright & Associates
California
-$330K -1,299 Closed
WG
2282
Welch Group
Alabama
-$325K -1,278 Closed
HR
2283
Hayden Royal
North Carolina
-$317K -1,248 Closed
AO
2284
Advisor OS
Illinois
-$315K -1,238 Closed
OL
2285
Optas LLC
Texas
-$314K -1,236 Closed
PWM
2286
Paulson Wealth Management
Illinois
-$299K -1,178 Closed
LBA
2287
Lowell Blake & Associates
Massachusetts
-$286K -1,124 Closed
PG
2288
Patten Group
Tennessee
-$274K -1,077 Closed
JCM
2289
Janney Capital Management
Pennsylvania
-$272K -1,070 Closed
BBA
2290
Braun-Bostich & Associates
Pennsylvania
-$271K -1,066 Closed
BHTS
2291
Bar Harbor Trust Services
Maine
-$266K -1,046 Closed
IG
2292
Ithaka Group
Virginia
-$254K -1,000 Closed
RWM
2293
RBA Wealth Management
California
-$249K -979 Closed
PWAG
2294
Polaris Wealth Advisory Group
California
-$244K -955 Closed
APW
2295
Aurora Private Wealth
New Jersey
-$242K -953 Closed
OMC
2296
Old Mission Capital
Illinois
-$239K -940 Closed
NP
2297
NorthRock Partners
Minnesota
-$237K -932 Closed
W
2298
WealthOne
New York
-$235K -925 Closed
NA
2299
Nottingham Advisors
New York
-$217K -920 Closed
EWM
2300
EPG Wealth Management
Georgia
-$233K -919 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.