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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
GP
676
Greenline Partners
New York
$5.08M
SPC
677
Sigma Planning Corp
Michigan
$5.07M -$17.5K -70 -0.4%
RWP
678
RWA Wealth Partners
Massachusetts
$5.06M +$316K +1,266 +7%
RP
679
Rowlandmiller & Partners
Georgia
$5.06M -$22.2K -89 -0.5%
EWA
680
Exencial Wealth Advisors
Oklahoma
$5.05M -$97.1K -389 -2%
BSW
681
Buckingham Strategic Wealth
Missouri
$5.05M -$485K -1,945 -9%
WMSA
682
Weiss Multi-Strategy Advisers
New York
$5.05M +$4.69M +18,781 New
FPFS
683
First Personal Financial Services
North Carolina
$5.01M +$195K +783 +4%
SWA
684
Stratos Wealth Advisors
Ohio
$5.01M +$894K +3,584 +24%
TIM
685
Thompson Investment Management
Wisconsin
$5M -$517K -2,073 -10%
SSWM
686
Smith Salley Wealth Management
North Carolina
$4.99M -$15.5K -62 -0.3%
NCM
687
Nelson Capital Management
California
$4.95M -$11.5K -46 -0.2%
IIM
688
Ipswich Investment Management
Massachusetts
$4.94M +$31.2K +125 +0.7%
KRSITF
689
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.93M -$212K -849 -4%
ECM
690
Exchange Capital Management
Michigan
$4.9M -$83.1K -333 -2%
PA
691
Perennial Advisors
New York
$4.88M +$31.9K +128 +0.7%
TC
692
TownSquare Capital
Utah
$4.86M +$1.23M +4,936 +38%
SIC
693
Salem Investment Counselors
North Carolina
$4.86M +$4.22M +16,915 +1,456%
MA
694
Mutual Advisors
Nebraska
$4.86M -$43.4K -174 -1%
CIA
695
Choate Investment Advisors
Massachusetts
$4.84M +$101K +403 +2%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$4.82M +$118K +472 +3%
IIM
697
Intact Investment Management
Quebec, Canada
$4.81M -$848K -3,400 -16%
BA
698
Bristlecone Advisors
Washington
$4.8M +$133K +532 +3%
PFS
699
Physicians Financial Services
North Carolina
$4.79M
AIM
700
Achmea Investment Management
Netherlands
$4.79M -$18.4M -73,736 -81%

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.