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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
IPW
576
Inlet Private Wealth
Florida
$6.77M -$524K -2,099 -8%
HIA
577
Harbor Investment Advisory
Maryland
$6.75M -$91.3K -366 -1%
TRCT
578
Tower Research Capital (TRC)
New York
$6.71M -$1.57M -6,282 -20%
XF
579
XML Financial
Maryland
$6.71M -$4.74K -19 -0.1%
SAM
580
Shell Asset Management
Netherlands
$6.7M -$99.6K -399 -2%
SCM
581
Schnieders Capital Management
California
$6.67M -$31.4K -126 -0.5%
IWA
582
IBEX Wealth Advisors
New Jersey
$6.65M +$6.17M +24,742 New
TCM
583
Telos Capital Management
California
$6.65M -$438K -1,754 -7%
BCV
584
Banque Cantonale Vaudoise
Switzerland
$6.61M -$363K -1,456 -6%
NL
585
Navalign LLC
California
$6.58M +$140K +559 +2%
NSIM
586
North Star Investment Management
Illinois
$6.57M +$52.9K +212 +0.9%
CA
587
Cornerstone Advisors
North Carolina
$6.56M +$948K +3,800 +18%
AA
588
ALPS Advisors
Colorado
$6.54M -$1.76M -7,066 -22%
EOJOAM
589
E. Ohman J:or Asset Management
Sweden
$6.5M -$99.8K -400 -2%
IFAM
590
Institutional & Family Asset Management
Colorado
$6.5M -$28.7K -115 -0.5%
ACP
591
Aviance Capital Partners
Florida
$6.48M +$29.4K +118 +0.5%
SWP
592
Stratos Wealth Partners
Ohio
$6.44M +$1.01M +4,050 +20%
EWA
593
EP Wealth Advisors
California
$6.43M +$984K +3,944 +20%
TCOV
594
Trust Company of Vermont
Vermont
$6.41M -$669K -2,682 -10%
VFA
595
Valeo Financial Advisors
Indiana
$6.37M +$166K +666 +1%
Parallax Volatility Advisers
596
Parallax Volatility Advisers
California
$6.36M +$5.9M +23,625 +78,750%
NC
597
NewSquare Capital
Pennsylvania
$6.34M +$68.9K +276 +1%
CA
598
Cetera Advisors
Colorado
$6.31M +$554K +2,221 +10%
GCC
599
Guardian Capital (Canada)
Ontario, Canada
$6.31M -$915K -3,665 -14%
WCF
600
West Coast Financial
California
$6.27M -$225K -902 -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.