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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
FNT
401
First National Trust
Pennsylvania
$12.5M -$197K -789 -2%
BCAM
402
Boston Common Asset Management
Massachusetts
$12.5M -$4.03M -16,140 -26%
AWS
403
Atria Wealth Solutions
New York
$12.5M -$56.1K -225 -0.5%
YIA
404
YHB Investment Advisors
Connecticut
$12.5M +$13.2K +53 +0.1%
GC
405
Gratus Capital
Georgia
$12.5M +$75.6K +303 +0.7%
EPFB
406
Employees Provident Fund Board
Malaysia
$12.4M -$1.62M -6,500 -12%
JC
407
Jacobs & Co
California
$12.4M -$223K -894 -2%
FNBT
408
FineMark National Bank & Trust
Florida
$12.3M -$354K -1,418 -3%
B
409
Bailard
California
$12.3M +$1.46M +5,841 +15%
EMPI
410
Elo Mutual Pension Insurance
Finland
$12M +$189K +759 +2%
Twin Tree Management
411
Twin Tree Management
Texas
$12M +$10.3M +41,082 +1,191%
VPIM
412
Vanguard Personalized Indexing Management
California
$11.9M +$1.29M +5,180 +13%
SDIC
413
South Dakota Investment Council
South Dakota
$11.9M -$9.28M -37,199 -46%
BTW
414
Boston Trust Walden
Massachusetts
$11.8M +$1.16M +4,650 +12%
IC
415
IEQ Capital
California
$11.8M +$1.04M +4,185 +11%
TI
416
Trexquant Investment
Connecticut
$11.7M -$3.48M -13,930 -24%
Kovitz Investment Group Partners
417
Kovitz Investment Group Partners
Illinois
$11.7M -$292K -1,170 -3%
NA
418
NewEdge Advisors
Louisiana
$11.7M -$919K -3,681 -8%
BRWA
419
B. Riley Wealth Advisors
Florida
$11.6M -$14.1M -56,581 -57%
CA
420
Commerzbank Aktiengesellschaft
Germany
$11.6M +$411K +1,648 +4%
IIM
421
INTECH Investment Management
Florida
$11.6M -$10.7M -42,870 -50%
FSA
422
Franklin Street Advisors
North Carolina
$11.6M +$862K +3,455 +9%
SRC
423
Shufro Rose & Co
New York
$11.5M -$53.2K -213 -0.5%
SG Americas Securities
424
SG Americas Securities
New York
$11.4M -$502K -2,013 -5%
FHA
425
First Horizon Advisors
Tennessee
$11.4M -$566K -2,268 -5%

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.