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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
KWILP
2526
Kiwi Wealth Investments Limited Partnership
New Zealand
-$3.11M -13,988 Closed
Wolverine Trading
2527
Wolverine Trading
Illinois
-$3.35M -13,442 Closed
WG
2528
Watchman Group
Texas
-$2.78M -12,531 Closed
GS
2529
GTS Securities
New York
-$3.12M -12,505 Closed
AF
2530
Ally Financial
Michigan
-$2.66M -12,000 Closed
BWM
2531
BNC Wealth Management
Oregon
-$2.63M -11,868 Closed
SHFP
2532
Second Half Financial Partners
Florida
-$2.53M -11,385 Closed
PP
2533
Paloma Partners
Connecticut
-$2.53M -11,383 Closed
HCM
2534
Howard Capital Management
Georgia
-$2.48M -11,148 Closed
CSS
2535
Cubist Systematic Strategies
Connecticut
-$2.53M -10,149 Closed
YIH
2536
Y-Intercept (HK)
Hong Kong
-$2.13M -9,600 Closed
BDWCC
2537
B&D White Capital Company
Texas
-$2.04M -9,200 Closed
CWM
2538
Cordatus Wealth Management
Pennsylvania
-$1.91M -8,580 Closed
VF
2539
Virtu Financial
New York
-$1.86M -8,376 Closed
WorldQuant Millennium Advisors
2540
WorldQuant Millennium Advisors
New York
-$1.8M -8,124 Closed
AAM
2541
Azzad Asset Management
Virginia
-$1.6M -7,188 Closed
ACM
2542
Advent Capital Management
New York
-$1.55M -7,000 Closed
PWM
2543
Pinnacle Wealth Management
California
-$1.52M -6,850 Closed
GSC
2544
G&S Capital
Colorado
-$1.31M -5,912 Closed
LCM
2545
Landscape Capital Management
New Jersey
-$1.22M -5,514 Closed
IC
2546
Inscription Capital
Texas
-$1.18M -5,327 Closed
SKK
2547
Shepherd Kaplan Krochuk
Massachusetts
-$1.18M -5,302 Closed
VAS
2548
Vestmark Advisory Solutions
Massachusetts
-$1.15M -5,194 Closed
QPBE
2549
Quintet Private Bank (Europe)
Luxembourg
-$1.13M -5,036 Closed
TA
2550
TKG Advisors
Indiana
-$1.04M -4,691 Closed

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.