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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
MC
651
Moors & Cabot
Massachusetts
$5.56M +$235K +943 +5%
SYBT
652
Stock Yards Bank & Trust
Kentucky
$5.55M -$125K -502 -2%
SFI
653
Siemens Fonds Invest
Germany
$5.52M -$120K -479 -2%
RHDIC
654
R.H. Dinel Investment Counsel
California
$5.5M
USCWA
655
U.S. Capital Wealth Advisors
Texas
$5.5M -$24.5K -98 -0.5%
LSA
656
L & S Advisors
California
$5.41M +$5.03M +20,146 New
GPTE
657
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.41M
BWL
658
Bogart Wealth LLC
Virginia
$5.4M -$2.74M -10,966 -35%
VMPIC
659
Varma Mutual Pension Insurance Co
Finland
$5.38M
PHP
660
Parkman Healthcare Partners
Connecticut
$5.38M +$4.99M +20,000 New
Credit Agricole
661
Credit Agricole
France
$5.34M +$3.61M +14,457 +267%
NA
662
Navellier & Associates
Nevada
$5.34M -$147K -589 -3%
IWC
663
Integrated Wealth Concepts
Massachusetts
$5.32M +$442K +1,770 +10%
KL
664
KWMG LLC
Kansas
$5.3M +$99.6K +399 +2%
ACA
665
Aptus Capital Advisors
Alabama
$5.25M -$60.6K -243 -1%
FDCDDQ
666
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.21M -$582K -2,331 -11%
CT
667
Coastline Trust
Rhode Island
$5.2M -$435K -1,744 -8%
BMCM
668
Bryn Mawr Capital Management
Pennsylvania
$5.15M +$2.77M +11,104 +138%
PIM
669
Penobscot Investment Management
Massachusetts
$5.12M +$211K +846 +5%
EF
670
Empirical Finance
Pennsylvania
$5.12M +$385K +1,542 +9%
ST
671
Somerset Trust
Pennsylvania
$5.12M -$25.2K -101 -0.5%
SGA
672
Strategic Global Advisors
California
$5.11M -$580K -2,326 -11%
MME
673
Meag Munich Ergo
Germany
$5.11M +$2.31M +9,264 +95%
WTC
674
WhitTier Trust Company
Nevada
$5.1M -$8.48K -34 -0.2%
IPAM
675
ICICI Prudential Asset Management
India
$5.1M -$167K -669 -3%

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.