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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
776
Woodstock Corp
Massachusetts
$4.81M +$29.1K +89 +0.6%
TW
777
Trajan Wealth
Arizona
$4.81M +$23.6K +72 +0.5%
SSWM
778
Smith Salley Wealth Management
North Carolina
$4.78M +$86.7K +265 +2%
CFG
779
Citizens Financial Group
Rhode Island
$4.78M +$205K +626 +4%
NA
780
Navellier & Associates
Nevada
$4.77M -$223K -681 -4%
SL
781
Sentry LLC
Tennessee
$4.77M
AP
782
Americana Partners
Texas
$4.77M -$47.1K -144 -1%
RFC
783
Regions Financial Corp
Alabama
$4.76M +$14.7K +45 +0.3%
HVP
784
Hudson Value Partners
Florida
$4.76M -$4.58K -14 -0.1%
RCM
785
RB Capital Management
Nevada
$4.73M +$30.1K +92 +0.6%
AF
786
Arrow Financial
New York
$4.73M +$531K +1,623 +12%
LWM
787
Lodestone Wealth Management
Washington
$4.71M +$118K +361 +3%
AAMA
788
Advanced Asset Management Advisors
Ohio
$4.69M
HI
789
Horizon Investments
North Carolina
$4.68M -$35K -107 -0.7%
S
790
SignatureFD
Georgia
$4.67M +$78.5K +240 +2%
RWA
791
River Wealth Advisors
Pennsylvania
$4.67M -$112K -342 -2%
Squarepoint
792
Squarepoint
New York
$4.66M -$2.51M -7,687 -35%
FTDI
793
First Trust Direct Indexing
Massachusetts
$4.65M +$443K +1,354 +10%
GDP
794
Great Diamond Partners
Maine
$4.65M -$179K -546 -4%
KIC
795
Kensington Investment Counsel
California
$4.64M +$68.4K +209 +1%
CC
796
Chicago Capital
Illinois
$4.63M -$1.3M -3,987 -22%
DLA
797
Douglas Lane & Associates
New York
$4.62M -$20K -61 -0.4%
Dodge & Cox
798
Dodge & Cox
California
$4.6M -$32.7K -100 -0.7%
SAM
799
Selway Asset Management
$4.6M +$16.4K +50 +0.4%
DWA
800
Douglass Winthrop Advisors
New York
$4.59M -$3.27K -10 -0.1%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.