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
BPWM
451
Badgley Phelps Wealth Managers
Washington
$10.4M +$42.7K +171 +0.4%
MIM
452
Marco Investment Management
Georgia
$10.3M -$950K -3,805 -9%
SAM
453
Securian Asset Management
Minnesota
$10.3M -$1.59M -6,376 -14%
HTC
454
Haverford Trust Company
Pennsylvania
$10.3M -$13.7K -55 -0.1%
AA
455
Ancora Advisors
Ohio
$10.2M -$131K -525 -1%
VI
456
Vestcor Inc
New Brunswick, Canada
$10.2M -$217K -869 -2%
HWM
457
HB Wealth Management
Georgia
$10.1M +$1.2M +4,801 +15%
WT
458
Whittier Trust
California
$10.1M -$160K -640 -2%
TH
459
TCTC Holdings
Texas
$10.1M -$84.8K -340 -0.9%
FM
460
Foster & Motley
Ohio
$10.1M +$17.2K +69 +0.2%
HIMCH
461
Hartford Investment Management Co (HIMCO)
Connecticut
$9.91M -$256K -1,027 -3%
TF
462
Talbot Financial
Washington
$9.89M -$23K -92 -0.2%
Lazard Asset Management
463
Lazard Asset Management
New York
$9.83M +$4.87M +19,532 +114%
HWM
464
HFR Wealth Management
New York
$9.81M -$146K -585 -2%
VCM
465
Vision Capital Management
Oregon
$9.79M -$202K -808 -2%
LBC
466
Lowe Brockenbrough & Co
Virginia
$9.74M -$34.2K -137 -0.4%
FG
467
Fiduciary Group
Georgia
$9.73M -$47.4K -190 -0.5%
B
468
Braidwell
Connecticut
$9.73M +$9.03M +36,200 New
LI
469
LMCG Investments
Massachusetts
$9.71M -$43.4K -174 -0.5%
SRIM
470
Saratoga Research & Investment Management
California
$9.65M +$31.4K +126 +0.4%
CAC
471
Core Alternative Capital
Georgia
$9.63M -$1.06M -4,266 -11%
CA
472
Clearstead Advisors
Ohio
$9.59M +$4.65M +18,649 +110%
BMSSC
473
B. Metzler seel. Sohn & Co
Germany
$9.51M -$3.56M -14,280 -29%
AAIM
474
American Assets Investment Management
California
$9.46M
PTC
475
Philadelphia Trust Company
Pennsylvania
$9.44M -$1.12M -4,506 -11%

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.