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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
IMPI
351
Ilmarinen Mutual Pension Insurance
Finland
$15.9M
FVWA
352
Foster Victor Wealth Advisors
South Carolina
$15.8M -$1.09M -4,380 -7%
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$15.8M -$387K -1,550 -3%
CAM
354
Congress Asset Management
Massachusetts
$15.7M +$339K +1,360 +2%
LA
355
LBP AM
France
$15.7M +$5.2M +20,847 +56%
UB
356
UMB Bank
Missouri
$15.6M -$968K -3,880 -6%
KAS
357
Kestra Advisory Services
Texas
$15.6M +$248K +995 +2%
BFA
358
Bragg Financial Advisors
North Carolina
$15.5M -$143K -575 -1%
NI
359
Nepsis Inc
Minnesota
$15.5M +$5.15M +20,630 +56%
PFPT
360
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.5M +$340K +1,361 +2%
CRC
361
Curi RMB Capital
Illinois
$15.5M +$95.8K +384 +0.7%
ETC
362
Exchange Traded Concepts
Oklahoma
$15.5M +$5.81M +23,272 +68%
Public Sector Pension Investment Board (PSP Investments)
363
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.4M +$1.53M +6,132 +12%
LCM
364
LVM Capital Management
Michigan
$15.4M -$612K -2,451 -4%
PA
365
Pinnacle Associates
New York
$15.4M -$1.12M -4,489 -7%
MAM
366
Mastrapasqua Asset Management
Tennessee
$15.3M -$99.1K -397 -0.7%
WB
367
WesBanco Bank
West Virginia
$15.1M -$386K -1,548 -3%
HAIM
368
Hunter Associates Investment Management
Pennsylvania
$15.1M +$194K +779 +1%
Canada Life
369
Canada Life
Manitoba, Canada
$14.8M +$10.5M +42,220 +325%
UAS
370
United Asset Strategies
New York
$14.8M -$136K -544 -1%
Bank of Nova Scotia
371
Bank of Nova Scotia
Ontario, Canada
$14.7M +$1.4M +5,609 +11%
JWM
372
JGP Wealth Management
Oregon
$14.7M +$359K +1,440 +3%
NW
373
NewEdge Wealth
Pennsylvania
$14.6M +$1.92M +7,712 +17%
GF
374
Gabelli Funds
New York
$14.4M -$167K -670 -1%
FMI
375
Factory Mutual Insurance
Massachusetts
$14.4M +$13.4M +53,500 New

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.