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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
WC
776
Woodstock Corp
Massachusetts
$3.85M -$103K -413 -3%
SFA
777
Sequoia Financial Advisors
Ohio
$3.84M -$43.9K -176 -1%
VCM
778
Violich Capital Management
California
$3.84M
AIA
779
AIMZ Investment Advisors
California
$3.84M -$24.7K -99 -0.7%
LA
780
Legacy Advisors
Pennsylvania
$3.81M -$54.2K -217 -2%
DWA
781
Douglass Winthrop Advisors
New York
$3.8M -$143K -575 -4%
SW
782
SlateStone Wealth
Florida
$3.8M +$2.62M +10,486 +286%
LIM
783
Loudon Investment Management
New Hampshire
$3.8M
BL
784
BFSG LLC
California
$3.78M +$137K +549 +4%
PA
785
PFG Advisors
Arizona
$3.76M +$67.1K +269 +2%
RWM
786
Ritholtz Wealth Management
New York
$3.75M +$361K +1,445 +12%
HCA
787
Horan Capital Advisors
Ohio
$3.75M -$63.6K -255 -2%
BHWA
788
Beacon Harbor Wealth Advisors
Virginia
$3.74M -$2.08M -8,345 -38%
RBA
789
Richard Bernstein Advisors
New York
$3.72M
AWM
790
Axxcess Wealth Management
California
$3.72M +$862K +3,454 +33%
S
791
SignatureFD
Georgia
$3.71M +$593K +2,375 +21%
SCP
792
Stamos Capital Partners
California
$3.7M -$352K -1,410 -9%
FLI
793
Family Legacy Inc
South Carolina
$3.7M +$8.73K +35 +0.3%
IAN
794
Integrated Advisors Network
Texas
$3.69M +$87.8K +352 +3%
GFA
795
Gifford Fong Associates
California
$3.66M
RCM
796
RB Capital Management
Nevada
$3.65M +$5.49K +22 +0.2%
LC
797
Legacy CG
Texas
$3.65M +$3.39M +13,571 New
SAM
798
Simplify Asset Management
Nevada
$3.64M +$3.04M +12,170 +889%
AWM
799
Apollon Wealth Management
South Carolina
$3.64M -$235K -943 -7%
PFA
800
Pathway Financial Advisers
Indiana
$3.62M +$3.36M +13,463 New

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.