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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
IP
2326
Isthmus Partners
Wisconsin
-$203K -800 Closed
PFM
2327
Probabilities Fund Management
New York
-$203K -800 Closed
SCM
2328
Sterneck Capital Management
Missouri
-$203K -800 Closed
TBNY
2329
Trustco Bank (New York)
New York
-$203K -800 Closed
DWM
2330
Darwin Wealth Management
Florida
-$200K -788 Closed
KA
2331
KLCM Advisors
Wisconsin
-$200K -788 Closed
HCA
2332
Horan Capital Advisors
Ohio
-$143K -562 Closed
NPP
2333
New Potomac Partners
Maryland
-$123K -485 Closed
SXL
2334
Summit X LLC
Missouri
-$4.07K -439 Closed
BWM
2335
BNC Wealth Management
Oregon
-$104K -409 Closed
Parallax Volatility Advisers
2336
Parallax Volatility Advisers
California
-$92K -363 Closed
JSC
2337
Jackson Square Capital
California
-$66K -261 Closed
PFWA
2338
Paces Ferry Wealth Advisors
Georgia
-$52K -205 Closed
SC
2339
Solstein Capital
California
-$51K -201 Closed
BBL
2340
Beck Bode LLC
Massachusetts
-$51K -200 Closed
BDWM
2341
Brewin Dolphin Wealth Management
Ireland
-$36.6K -144 Closed
JWM
2342
JFG Wealth Management
Colorado
-$28.2K -111 Closed
AS
2343
Altshuler Shaham
Israel
-$26K -103 Closed
AA
2344
Advisory Alpha
Michigan
-$25K -98 Closed
PWM
2345
Provident Wealth Management
Tennessee
-$13K -50 Closed
FCAS
2346
First Command Advisory Services
Texas
-$11K -45 Closed
AWA
2347
Artemis Wealth Advisors
New York
-$6.4K -25 Closed
PCWA
2348
Pacific Capital Wealth Advisors
California
-$6K -24 Closed
PFG
2349
Pacific Financial Group
Washington
-$5K -21 Closed
FEG
2350
Financial Enhancement Group
Indiana
-$4K -17 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.