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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.26B |
| 2 |
Barclays
London,
United Kingdom
|
+$378M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$309M |
| 4 |
State Street
Boston,
Massachusetts
|
+$242M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$487M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$385M |
| 3 |
JP Morgan Chase
New York
|
-$265M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$207M |
| 5 |
Two Sigma Investments
New York
|
-$169M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RW
2801
RVW Wealth
Los Angeles,
California
| – | -$21.8K | -81 | Closed |
|
|
SC
2802
Steph & Co
Marinette,
Wisconsin
| – | -$18.3K | -68 | Closed |
|
|
MFG
2803
Mendota Financial Group
Madison,
Wisconsin
| – | -$3.76K | -14 | Closed |
|
|
DF
2804
DecisionPoint Financial
Mesa,
Arizona
| – | -$2.15K | -8 | Closed |
|
|
UFF
2805
USA Financial Formulas
Ada,
Michigan
| – | -$1.61K | -6 | Closed |
|
2806
Optiver Holding
Amsterdam,
Netherlands
| – | -$538 | -2 | Closed |
|
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.