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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
MKA
601
M. Kulyk & Associates
Georgia
$6.27M +$136K +545 +2%
ASN
602
Advisory Services Network
Georgia
$6.27M -$423K -1,695 -7%
HCM
603
Highlander Capital Management
New Jersey
$6.27M +$168K +675 +3%
TCOT
604
Trust Company of Toledo
Ohio
$6.26M +$521K +2,089 +10%
MYAM
605
Meiji Yasuda Asset Management
Japan
$6.23M +$1.26M +5,067 +28%
SCM
606
Sitrin Capital Management
California
$6.22M -$662K -2,651 -10%
JPWM
607
Jamison Private Wealth Management
Georgia
$6.21M +$5.76M +23,099 New
FA
608
Fiduciary Alliance
South Carolina
$6.2M +$57.1K +229 +1%
EF
609
Empowered Funds
Pennsylvania
$6.2M +$4.66M +18,665 +423%
ACIM
610
Azimuth Capital Investment Management
Michigan
$6.2M -$93.1K -373 -2%
PGA
611
Portland Global Advisors
Maine
$6.2M +$106K +425 +2%
BWS
612
Buck Wealth Strategies
Colorado
$6.16M -$37.7K -151 -0.7%
BCM
613
Birch Capital Management
Texas
$6.15M -$448K -1,794 -7%
TAM
614
Tocqueville Asset Management
New York
$6.14M -$126K -505 -2%
RDWM
615
Red Door Wealth Management
Tennessee
$6.14M +$217K +869 +4%
IAA
616
Independent Advisor Alliance
North Carolina
$6.11M +$241K +967 +4%
BJL
617
Brighton Jones LLC
Washington
$6.1M +$238K +952 +4%
JWBC
618
J.W. Burns & Co
New York
$6.09M -$41.9K -168 -0.7%
KNW
619
Kesler Norman & Wride
Utah
$6.06M -$18K -72 -0.3%
JAG
620
Journey Advisory Group
Kentucky
$6.02M +$197K +791 +4%
FC
621
Fusion Capital
South Carolina
$6.02M +$395K +1,581 +8%
SIM
622
Stratos Investment Management
Ohio
$5.97M +$437K +1,750 +9%
ANBT
623
American National Bank & Trust
Texas
$5.96M -$1.26M -5,067 -19%
PCM
624
Parsons Capital Management
Rhode Island
$5.96M -$42.7K -171 -0.8%
WCM
625
Windward Capital Management
California
$5.95M -$64.6K -259 -1%

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.