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
HPIA
476
Hamilton Point Investment Advisors
North Carolina
$9.33M -$75.1K -301 -0.9%
NEI
477
Northwest & Ethical Investments
Ontario, Canada
$9.31M +$2.23M +8,949 +35%
CC
478
Courier Capital
New York
$9.3M -$151K -607 -2%
GIM
479
Greylin Investment Management
Virginia
$9.3M -$923K -3,697 -10%
NGA
480
Naples Global Advisors
Florida
$9.24M +$184K +736 +2%
LS
481
Livforsakringsbolaget Skandia
Sweden
$9.19M +$175K +700 +2%
VST
482
Van Strum & Towne
California
$9.13M -$54.9K -220 -0.6%
MCM
483
Mattern Capital Management
Colorado
$8.96M +$948K +3,800 +13%
CK
484
Cohen Klingenstein
New York
$8.87M
OHIS
485
Oak Harvest Investment Services
Texas
$8.85M +$2.83M +11,338 +53%
CIA
486
Capital Investment Advisors
Georgia
$8.85M +$118K +474 +1%
FFP
487
FourThought Financial Partners
Florida
$8.84M -$725K -2,907 -8%
BFA
488
Benedict Financial Advisors
Georgia
$8.82M +$63.6K +255 +0.8%
TPCW
489
TD Private Client Wealth
New York
$8.82M -$249K -998 -3%
ZB
490
Zions Bancorporation
Utah
$8.81M +$911K +3,651 +13%
GAM
491
Gotham Asset Management
New York
$8.66M -$743K -2,976 -8%
Kayne Anderson Rudnick Investment Management
492
Kayne Anderson Rudnick Investment Management
California
$8.65M -$54.9K -220 -0.7%
DBT
493
Dubuque Bank & Trust
Iowa
$8.63M -$84.6K -339 -1%
BB
494
Bell Bank
North Dakota
$8.61M -$230K -920 -3%
LNB
495
Ledyard National Bank
$8.55M +$32.7K +131 +0.4%
AIM
496
Artemis Investment Management
United Kingdom
$8.55M +$7.94M +31,820 New
WBC
497
Westpac Banking Corp
Australia
$8.51M +$1.32M +5,284 +20%
WS
498
Wedbush Securities
California
$8.49M +$217K +870 +3%
DIA
499
Dean Investment Associates
Ohio
$8.44M -$37.7K -151 -0.5%
BIA
500
Biondo Investment Advisors
Pennsylvania
$8.39M +$328K +1,316 +4%

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.