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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
GI
2301
Glovista Investments
New Jersey
-$233K -916 Closed
CCB
2302
Cutter & Co Brokerage
Missouri
-$233K -915 Closed
TA
2303
TFG Advisers
Michigan
-$232K -915 Closed
HTHT
2304
Hemenway Trust Hemenway Trust
New Hampshire
-$232K -914 Closed
DWM
2305
Dakota Wealth Management
Florida
-$232K -911 Closed
AP
2306
Adero Partners
California
-$224K -881 Closed
GIM
2307
Goelzer Investment Management
Indiana
-$220K -864 Closed
SIC
2308
Samalin Investment Counsel
New York
-$217K -854 Closed
SFWC
2309
Strategic Family Wealth Counselors
New Jersey
-$217K -854 Closed
MAG
2310
Mayfair Advisory Group
Alabama
-$217K -852 Closed
CCA
2311
Conservest Capital Advisors
Pennsylvania
-$216K -851 Closed
HH
2312
HWG Holdings
Texas
-$216K -851 Closed
SIG
2313
Sargent Investment Group
Maryland
-$216K -850 Closed
SCA
2314
Stonebridge Capital Advisors
Minnesota
-$216K -849 Closed
SCM
2315
Stordahl Capital Management
Colorado
-$214K -843 Closed
CFSG
2316
Community Financial Services Group
Vermont
-$213K -838 Closed
GLA
2317
Good Life Advisors
Pennsylvania
-$214K -832 Closed
SCI
2318
S&CO Inc
Massachusetts
-$211K -830 Closed
VCP
2319
Vista Capital Partners
Oregon
-$208K -819 Closed
ST
2320
Sabal Trust
Florida
-$208K -817 Closed
CCM
2321
Condor Capital Management
New Jersey
-$206K -810 Closed
PFA
2322
Pettinga Financial Advisors
Indiana
-$205K -807 Closed
FNT
2323
First Nebraska Trust
Nebraska
-$205K -805 Closed
PAM
2324
Peak Asset Management
Colorado
-$205K -805 Closed
IMOV
2325
Investment Management of Virginia
Virginia
-$203K -800 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.