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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
SHIM
2476
Stone House Investment Management
Pennsylvania
$8.67K
CPG
2477
Cornerstone Planning Group
New Jersey
$7.87K +$1.25K +5 +21%
CCMI
2478
Creative Capital Management Investments
California
$7.79K +$7.24K +29 New
RA
2479
Rise Advisors
New York
$7.24K
RDFA
2480
Ritter Daniher Financial Advisory
Ohio
$7.15K +$250 +1 +4%
HWM
2481
HighMark Wealth Management
Minnesota
$6.27K
CCA
2482
Column Capital Advisors
Indiana
$5.91K -$1.5K -6 -21%
FPF
2483
First Pacific Financial
Washington
$5.91K
MAWCM
2484
Mine & Arao Wealth Creation & Management
California
$5.91K
GM
2485
GeoWealth Management
Illinois
$5K
TVWM
2486
Tower View Wealth Management
Wisconsin
$5K
YAL
2487
Your Advocates Ltd
Texas
$4.84K
SCA
2488
Stuart Chaussee & Associates
California
$4.3K
ECM
2489
Everence Capital Management
Indiana
$4.23K
VF
2490
VitalStone Financial
Texas
$4K +$1.75K +7 +100%
CAM
2491
ClariVest Asset Management
California
$4K +$4.74K +19 New
BCPWM
2492
Bradley & Co Private Wealth Management
Florida
$3.76K
MFG
2493
Mendota Financial Group
Wisconsin
$3.76K
PAG
2494
Paladin Advisory Group
Iowa
$3.49K
IHWM
2495
Iron Horse Wealth Management
Iowa
$3.49K +$1.5K +6 +86%
NMG
2496
New Millennium Group
Utah
$3.09K
FA
2497
Financial Avengers
California
$2.79K
LB
2498
Legacy Bridge
Iowa
$2.69K
DF
2499
DecisionPoint Financial
Arizona
$2.15K +$2K +8 New
WA
2500
WestEnd Advisors
North Carolina
$2.15K +$2K +8 New

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.