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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
CWM
376
Congress Wealth Management
Massachusetts
$14.3M +$1.09M +4,373 +9%
FLPIM
377
F.L. Putnam Investment Management
Massachusetts
$14.3M +$447K +1,791 +3%
Wealthfront Advisers
378
Wealthfront Advisers
California
$14.2M -$822K -3,295 -6%
HNB
379
Huntington National Bank
Ohio
$14.1M -$308K -1,236 -2%
AAS
380
Avantax Advisory Services
Texas
$14.1M +$1.96M +7,868 +18%
PA
381
Profund Advisors
Maryland
$14M +$2.23M +8,927 +21%
RHAM
382
Round Hill Asset Management
California
$13.9M -$334K -1,340 -3%
PFO
383
Pathstone Family Office
New Jersey
$13.8M +$8.91M +35,717 +266%
AI
384
Atria Investments
North Carolina
$13.8M +$2.89M +11,565 +29%
BCM
385
Bridgeway Capital Management
Texas
$13.7M -$3.6M -14,445 -22%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$13.7M -$652K -2,614 -5%
KPWS
387
Kestra Private Wealth Services
Texas
$13.5M +$605K +2,424 +5%
BFS
388
Bard Financial Services
Connecticut
$13.5M -$68.6K -275 -0.5%
WJWM
389
Williams Jones Wealth Management
New York
$13.4M -$1.66M -6,644 -12%
SI
390
Stephens Inc
Arkansas
$13.4M -$560K -2,242 -4%
PAG
391
Private Advisor Group
New Jersey
$13.3M -$237K -949 -2%
KWM
392
Kingsview Wealth Management
Oregon
$13.3M +$1.09M +4,376 +10%
GIBU
393
Gulf International Bank (UK)
United Kingdom
$13.1M -$1.28M -5,136 -10%
BCIM
394
British Columbia Investment Management
British Columbia, Canada
$13.1M +$79.6K +319 +0.7%
OKSA
395
O'Keefe Stevens Advisory
New York
$13M +$142K +571 +1%
BG
396
Bellevue Group
Switzerland
$13M +$5.28M +21,163 +77%
WT
397
Washington Trust
Rhode Island
$13M -$88.6K -355 -0.7%
CTC
398
Central Trust Company
Missouri
$12.9M -$860K -3,448 -7%
YDMI
399
Y.D. More Investments
Israel
$12.7M -$130K -522 -1%
CCB
400
Country Club Bank
Missouri
$12.6M -$1.72M -6,874 -13%

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.