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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
WI
276
Wafra Inc
New York
$23.9M +$17.6M +70,602 +389%
AAM
277
Advisors Asset Management
Colorado
$23.8M -$1.39M -5,550 -6%
FLII
278
First Long Island Investors
New York
$23.8M +$73.1K +293 +0.3%
TIAA Trust, National Association
279
TIAA Trust, National Association
North Carolina
$23.7M +$22M +88,267 New
VV
280
Verity & Verity
South Carolina
$23.6M +$287K +1,151 +1%
CFB
281
Cullen/Frost Bankers
Texas
$23.5M +$1.01M +4,033 +5%
SCM
282
Shelton Capital Management
Colorado
$23.1M +$4.62M +18,510 +27%
VWM
283
Valley Wealth Managers
New Jersey
$22.8M -$603K -2,415 -3%
UH
284
Unigestion Holding
Switzerland
$22.6M -$585K -2,346 -3%
CIC
285
Carnegie Investment Counsel
Ohio
$22.4M +$805K +3,225 +4%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$22M -$970K -3,886 -5%
AWM
287
AE Wealth Management
Kansas
$21.9M -$239K -958 -1%
AWM
288
Absher Wealth Management
North Carolina
$21.7M -$5.4M -21,639 -21%
VA
289
Vident Advisory
Georgia
$21.6M +$20M +80,193 New
WP
290
Woodline Partners
California
$21.5M -$61.9M -247,937 -76%
IBT
291
International Biotechnology Trust
United Kingdom
$21.3M -$9.48M -38,000 -32%
DJSG
292
D.J. St. Germain
Massachusetts
$21.3M -$235K -942 -1%
ZIM
293
Zacks Investment Management
Illinois
$21.3M +$231K +927 +1%
Calamos Advisors
294
Calamos Advisors
Illinois
$21.2M -$7.99K -32 -0%
GW
295
GW & Wade
Massachusetts
$21.2M +$335K +1,341 +2%
NYLIM
296
New York Life Investment Management
New York
$20.8M -$1.85M -7,414 -9%
QCM
297
QRG Capital Management
Illinois
$20.6M +$19.2M +76,757 New
BB
298
Busey Bank
Illinois
$20.6M +$223K +894 +1%
SOADOR
299
State of Alaska Department of Revenue
Alaska
$20.6M -$648K -2,595 -3%
PAM
300
Palisade Asset Management
Minnesota
$20.5M +$27.5K +110 +0.1%

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.