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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
BlackRock
1
BlackRock
New York
$11B -$41.4M -179,634 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.9B -$164M -709,831 -1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.3B -$401M -1,738,686 -5%
State Street
4
State Street
Massachusetts
$6.92B -$273M -1,185,863 -4%
Primecap Management
5
Primecap Management
California
$3.9B -$98.7M -428,255 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.17B -$96.9M -420,230 -3%
Morgan Stanley
7
Morgan Stanley
New York
$2.24B +$272M +1,179,665 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.02B -$85.6M -371,068 -4%
Northern Trust
9
Northern Trust
Illinois
$1.82B -$50.2M -217,616 -3%
Wells Fargo
10
Wells Fargo
California
$1.75B +$44.9M +194,587 +3%
Bank of America
11
Bank of America
North Carolina
$1.56B -$86M -373,025 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.5B -$79.7M -345,684 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$1.33B -$35.8M -155,218 -3%
Norges Bank
14
Norges Bank
Norway
$1.3B +$21.3M +92,206 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.2B -$699M -3,031,395 -37%
Aristotle Capital Management
16
Aristotle Capital Management
California
$1.01B +$52.5M +227,873 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$967M +$147M +638,817 +18%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$933M +$80.3M +348,286 +9%
Legal & General Group
19
Legal & General Group
United Kingdom
$931M +$11.4M +49,631 +1%
N
20
Nuveen
North Carolina
$868M -$51.3M -222,334 -6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$830M -$45.5M -197,154 -5%
UBS AM
22
UBS AM
Illinois
$786M +$16.5M +71,386 +2%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$765M -$7.54M -32,702 -1%
UBS Group
24
UBS Group
Switzerland
$746M +$207M +897,628 +38%
PPA
25
Parametric Portfolio Associates
Washington
$707M +$22.6M +98,057 +3%

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.