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2,502 hedge funds and large institutions have $109B invested in Amgen in 2023 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 981 increasing their positions, 911 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 111

98% more funds holding in top 10

Funds holding in top 10: 4487 (+43)

21% more capital invested

Capital invested by funds: $90.1B → $109B (+$19.1B)

5% more funds holding

Funds holding: 2,3912,502 (+111)

8% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 911

0.04% more ownership

Funds ownership: 75.9%75.94% (+0.04%)

2% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.72B

Holders
2,502
Holders Change
+111
Holders Change %
+4.64%
% of All Funds
39.7%
Holding in Top 10
87
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+97.73%
% of All Funds
1.38%
New
252
Increased
981
Reduced
911
Closed
111
Calls
$1.7B
Puts
$1.72B
Net Calls
-$27.8M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$33.9M +$654K +2,619 +2%
DWP
227
Daymark Wealth Partners
Ohio
$33.8M +$27.9M +111,603 +100%
First Manhattan
228
First Manhattan
New York
$33.7M -$830K -3,325 -3%
ACI
229
Alpha Cubed Investments
California
$33M +$6.03M +24,162 +25%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$32.9M +$424K +1,701 +1%
MAM
231
Martingale Asset Management
Massachusetts
$32.7M -$1.73M -6,913 -5%
WCM
232
Wedge Capital Management
North Carolina
$32.7M -$5.2M -20,840 -15%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$32.6M +$452K +1,812 +2%
MIS
234
Morningstar Investment Services
Illinois
$32.5M -$115K -462 -0.4%
Retirement Systems of Alabama
235
Retirement Systems of Alabama
Alabama
$32.5M -$123K -493 -0.4%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$32.3M +$2.27M +9,106 +8%
Man Group
237
Man Group
United Kingdom
$31.4M -$36.4M -145,793 Closed
QCM
238
Quantinno Capital Management
New York
$31.2M +$7.89M +31,627 +37%
AIM
239
Avity Investment Management
Connecticut
$31.1M -$1.98M -7,942 -6%
BPA
240
Beacon Pointe Advisors
California
$30.9M +$5.37M +21,535 +23%
William Blair & Company
241
William Blair & Company
Illinois
$30.9M +$2.82M +11,296 +11%
CGH
242
Crossmark Global Holdings
Texas
$30.6M +$11.6M +46,426 +70%
MHC
243
Meyer Handelman Company
New York
$29.9M +$1.22M +4,895 +5%
TPSF
244
Texas Permanent School Fund
Texas
$29.7M -$469K -1,881 -2%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$29.4M +$191K +767 +0.7%
CC
246
Cornerstone Capital
California
$29.3M -$128K -513 -0.5%
OC
247
Oppenheimer & Co
New York
$29.3M +$662K +2,651 +2%
CAN
248
Cetera Advisor Networks
California
$29.2M +$1.62M +6,482 +6%
II
249
IFM Investors
Australia
$29.2M +$1.22M +4,891 +5%
AAIS
250
ABN AMRO Investment Solutions
$29.2M -$9.48M -37,975 -26%

AMGN Hedge Fund Activity: Q3 2023 in Review

2,502 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2023, worth a combined $109B — up 21% from $90.1B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new AMGN positions and 111 closed out — a net gain of 141 holders — while 981 added to existing stakes and 911 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $369M. The largest seller was Franklin Resources, cutting an estimated $375M.

  • 2,502 institutional investors held Amgen (AMGN) as of Q3 2023, up from 2,391 in Q2 2023.
  • Funds reported $109B of Amgen stock for Q3 2023, up 21% quarter-over-quarter.
  • 252 funds opened new Amgen positions in Q3 2023 and 111 closed out, a net change of +141 holders.
  • The largest Amgen buyer in Q3 2023 was T. Rowe Price Associates, an estimated $369M added.
  • The largest Amgen seller in Q3 2023 was Franklin Resources, an estimated $375M sold.

Based on aggregated 13F filings for Q3 2023.