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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.03B -$35.6M -108,934 -3%
Amundi
27
Amundi
France
$940M -$125M -382,648 -11%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$906M +$35.7M +109,154 +4%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$875M
JP Morgan Chase
30
JP Morgan Chase
New York
$814M -$25.7M -78,507 -3%
Barclays
31
Barclays
United Kingdom
$748M +$143M +438,293 +23%
Boston Partners
32
Boston Partners
Massachusetts
$738M -$729K -2,230 -0.1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$715M -$145M -444,265 -17%
Franklin Resources
34
Franklin Resources
California
$700M +$25.1M +76,798 +4%
Ameriprise
35
Ameriprise
Minnesota
$626M -$728K -2,225 -0.1%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$537M -$46.8M -143,221 -8%
Swiss National Bank
37
Swiss National Bank
Switzerland
$513M +$1.8M +5,500 +0.3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$508M +$8.77M +26,805 +2%
CWP
39
Capital Wealth Planning
Florida
$503M +$109M +333,748 +27%
MBI
40
Montrusco Bolton Investments
Quebec, Canada
$501M +$10.1M +30,731 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$497M -$112M -341,950 -18%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$496M +$428M +1,306,982 +562%
Stifel Financial
43
Stifel Financial
Missouri
$454M -$17.3M -52,851 -4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$450M -$52.8M -161,454 -10%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$419M +$912K +2,787 +0.2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$411M -$43.5M -133,015 -9%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$388M +$66.7M +204,045 +20%
SCM
48
Smead Capital Management
Arizona
$378M +$12.9M +39,559 +3%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$373M -$7.37M -22,537 -2%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$356M +$23.7M +72,487 +7%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.