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Amgen
AMGN

2,715 hedge funds and large institutions have $123B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 977 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 341 | Existing positions closed: 89

12% more capital invested

Capital invested by funds: $109B → $123B (+$13.4B)

9% more funds holding

Funds holding: 2,502 → 2,715 (+213)

3.59% more ownership

Funds ownership: 75.94% → 79.53% (+3.6%)

6% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $2.02B

7% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,049

9% less funds holding in top 10

Funds holding in top 10: 87 → 79 (-8)

Holders
2,715
Holders Change
+213
Holders Change %
+8.51%
% of All Funds
39.58%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.15%
New
341
Increased
977
Reduced
1,049
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26B
2
Barclays
Barclays
United Kingdom
+$378M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
4
State Street
State Street
Massachusetts
+$242M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$205M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$487M
2
Marshall Wace
Marshall Wace
United Kingdom
-$385M
3
JP Morgan Chase
JP Morgan Chase
New York
-$265M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$207M
5
Two Sigma Investments
Two Sigma Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
2726
Segall Bryant & Hamill
Illinois
– -$7.47M -27,800 Closed
VMPIC
2727
Varma Mutual Pension Insurance Co
Finland
– -$5.38M -20,000 Closed
WMSA
2728
Weiss Multi-Strategy Advisers
New York
– -$5.05M -18,781 Closed
BCM
2729
Bayesian Capital Management
New York
– -$4.41M -16,400 Closed
Gates Foundation Trust
2730
Gates Foundation Trust
Washington
– -$2.97M -11,050 Closed
SLFPAM
2731
St. Louis Financial Planners Asset Management
Missouri
– -$2.91M -10,964 Closed
MLM
2732
Mount Lucas Management
Pennsylvania
– -$2.73M -10,168 Closed
EW
2733
Evoke Wealth
California
– -$2.12M -7,904 Closed
FMAEN1
2734
Fund Management at Engine No 1
California
– -$2.06M -7,649 Closed
T
2735
TCWP
Ohio
– -$2.04M -7,577 Closed
SFI
2736
Susquehanna Fundamental Investments
Pennsylvania
– -$1.81M -6,751 Closed
P
2737
&Partners
Tennessee
– -$1.74M -6,477 Closed
EAM
2738
EFG Asset Management
Oregon
– -$1.45M -5,394 Closed
HTI
2739
Hikari Tsushin Inc
Japan
– -$1.22M -4,551 Closed
MCAI
2740
Members Capital Advisors Inc
Wisconsin
– -$1.19M -4,445 Closed
QP
2741
Quilter Plc
United Kingdom
– -$4.24M -4,247 Closed
TCM
2742
Teza Capital Management
Illinois
– -$1.06M -3,952 Closed
EIM
2743
Essex Investment Management
Massachusetts
– -$985K -3,664 Closed
IFU
2744
iSAM Funds (UK)
United Kingdom
– -$851K -3,165 Closed
TC
2745
Toews Corporation
New Jersey
– -$779K -2,900 Closed
CHP
2746
Cable Hill Partners
Oregon
– -$755K -2,809 Closed
AAM
2747
Alphadyne Asset Management
New York
– -$752K -2,799 Closed
SCP
2748
Syntal Capital Partners
Texas
– -$738K -2,746 Closed
BMCM
2749
Burns Matteson Capital Management
New York
– -$704K -2,619 Closed
ECU
2750
Eisler Capital (US)
New York
– -$684K -2,509 Closed
108 109
110
111 112

AMGN Hedge Fund Activity: Q4 2023 in Review

2,715 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2023, worth a combined $123B — up 12% from $109B a quarter earlier.

Buyers outnumbered sellers: 341 funds opened new AMGN positions and 89 closed out — a net gain of 252 holders — while 977 added to existing stakes and 1,049 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.26B. The largest seller was Capital Research Global Investors, cutting an estimated $487M.

  • 2,715 institutional investors held Amgen (AMGN) as of Q4 2023, up from 2,502 in Q3 2023.
  • Funds reported $123B of Amgen stock for Q4 2023, up 12% quarter-over-quarter.
  • 341 funds opened new Amgen positions in Q4 2023 and 89 closed out, a net change of +252 holders.
  • The largest Amgen buyer in Q4 2023 was Morgan Stanley, an estimated $4.26B added.
  • The largest Amgen seller in Q4 2023 was Capital Research Global Investors, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2023.