We are live on ! Find out more

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
BF
301
BOK Financial
Oklahoma
$20.4M -$2.16M -8,639 -10%
Fisher Asset Management
302
Fisher Asset Management
Washington
$20.3M -$2.03M -8,123 -10%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$20.3M +$2.22M +8,900 +13%
MOACM
304
Mutual of America Capital Management
New York
$20.1M -$501K -2,008 -3%
YCM
305
Yousif Capital Management
Michigan
$19.9M -$828K -3,316 -4%
FCI
306
Financial Counselors Inc
Kansas
$19.8M -$398K -1,594 -2%
WHG
307
Westwood Holdings Group
Texas
$19.4M -$89.6K -359 -0.5%
PI
308
PineBridge Investments
New York
$19.4M +$3.84M +15,369 +27%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.1M +$145K +583 +0.8%
CCFCSB
310
Cape Cod Five Cents Savings Bank
Massachusetts
$19.1M +$9.04M +36,216 +104%
DILIC
311
Dai-ichi Life Insurance Company
Japan
$19.1M -$4.12M -16,516 -19%
VW
312
Vantage Wealth
California
$19M +$6.24K +25 +0%
RJT
313
Raymond James Trust
Florida
$18.9M +$1.07M +4,306 +7%
JA
314
JLB & Associates
Michigan
$18.9M -$992K -3,974 -5%
HC
315
Henshaw Capital
Massachusetts
$18.7M
RRAM
316
River Road Asset Management
Kentucky
$18.5M -$625K -2,505 -4%
Qube Research & Technologies (QRT)
317
Qube Research & Technologies (QRT)
United Kingdom
$18.5M -$118M -474,024 -87%
SF
318
Synovus Financial
Georgia
$18.3M +$252K +1,008 +1%
PHAM
319
Pacific Heights Asset Management
California
$18.3M -$2.5M -10,000 -13%
RSCM
320
Rock Springs Capital Management
Maryland
$18.3M +$17M +68,000 New
CAM
321
Cresset Asset Management
Illinois
$18.2M +$1.01M +4,067 +6%
SPIA
322
Steward Partners Investment Advisory
New York
$18.1M +$2.87M +11,496 +21%
NAM
323
Nissay Asset Management
Japan
$18.1M +$1.13M +4,529 +7%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$17.9M +$16.6M +66,650 New
HIMC
325
Heritage Investors Management Corp
Maryland
$17.8M -$414K -1,657 -2%

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.