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2,716 hedge funds and large institutions have $117B invested in Amgen in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,128 increasing their positions, 1,020 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 148

11% more repeat investments, than reductions

Existing positions increased: 1,128 | Existing positions reduced: 1,020

6% more call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.14B

0% more funds holding

Funds holding: 2,7152,716 (+1)

5% less capital invested

Capital invested by funds: $123B → $117B (-$5.56B)

2.53% less ownership

Funds ownership: 79.53%77% (-2.5%)

30% less funds holding in top 10

Funds holding in top 10: 7955 (-24)

Holders
2,716
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
39.12%
Holding in Top 10
55
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-30.38%
% of All Funds
0.79%
New
187
Increased
1,128
Reduced
1,020
Closed
148
Calls
$2.28B
Puts
$2.14B
Net Calls
+$137M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
2751
Clough Capital Partners
Massachusetts
-$1.08M -3,762 Closed
ICA
2752
Infrastructure Capital Advisors
New York
-$1.08M -3,741 Closed
GCM
2753
Graham Capital Management
Connecticut
-$1.06M -3,667 Closed
MWM
2754
Maltin Wealth Management
New Jersey
-$1.06M -3,663 Closed
CP
2755
Cumberland Partners
Ontario, Canada
-$1.03M -3,580 Closed
AWA
2756
Arete Wealth Advisors
Illinois
-$993K -3,446 Closed
MFS
2757
Mirabella Financial Services
United Kingdom
-$980K -3,404 Closed
PVH
2758
Psagot Value Holdings
Israel
-$981K -3,400 Closed
LAM
2759
Lummis Asset Management
Texas
-$960K -3,333 Closed
Group One Trading
2760
Group One Trading
Illinois
-$960K -3,280 Closed
SWM
2761
Scissortail Wealth Management
Oklahoma
-$1.01M -3,220 Closed
OHWA
2762
Oak Hill Wealth Advisors
Virginia
-$788K -2,692 Closed
FCAS
2763
First Command Advisory Services
Texas
-$755K -2,621 Closed
PP
2764
PDT Partners
New York
-$691K -2,400 Closed
DA
2765
DCM Advisors
New York
-$662K -2,300 Closed
DF
2766
Donoghue Forlines
Massachusetts
-$610K -2,118 Closed
NBT
2767
Northwest Bank & Trust
Iowa
-$576K -2,000 Closed
KI
2768
Kapitalo Investimentos
Brazil
-$553K -1,921 Closed
TRIA
2769
Trail Ridge Investment Advisors
Colorado
-$548K -1,904 Closed
BGIM
2770
Boussard & Gavaudan Investment Management
United Kingdom
-$541K -1,888 Closed
TVM
2771
True Vision MN
Minnesota
-$529K -1,836 Closed
SGWM
2772
Sterling Group Wealth Management
California
-$529K -1,835 Closed
RIM
2773
Redwood Investment Management
Arizona
-$493K -1,711 Closed
SSG
2774
Summit Securities Group
New York
-$473K -1,643 Closed
RC
2775
Rovin Capital
Arizona
-$465K -1,614 Closed

AMGN Hedge Fund Activity: Q1 2024 in Review

2,716 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2024, worth a combined $117B — down 4.5% from $123B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new AMGN positions and 148 closed out — a net gain of 39 holders — while 1,128 added to existing stakes and 1,020 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.73B. The largest seller was Morgan Stanley, cutting an estimated $4.36B.

  • 2,716 institutional investors held Amgen (AMGN) as of Q1 2024, up from 2,715 in Q4 2023.
  • Funds reported $117B of Amgen stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 187 funds opened new Amgen positions in Q1 2024 and 148 closed out, a net change of +39 holders.
  • The largest Amgen buyer in Q1 2024 was Capital International Investors, an estimated $1.73B added.
  • The largest Amgen seller in Q1 2024 was Morgan Stanley, an estimated $4.36B sold.

Based on aggregated 13F filings for Q1 2024.