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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
GBWM
801
Granite Bay Wealth Management
New Hampshire
$3.62M +$3.62M +14,490 New
CTI
802
Community Trust & Investment
Kentucky
$3.6M -$93.3K -374 -3%
VHAM
803
Van Hulzen Asset Management
California
$3.6M -$457K -1,833 -12%
AC
804
Arjuna Capital
North Carolina
$3.6M -$2.36M -9,475 -41%
P
805
Pitcairn
Pennsylvania
$3.59M -$112K -448 -3%
CNBT
806
Canandaigua National Bank & Trust
New York
$3.59M -$30.9K -124 -0.9%
FBT
807
First Bank & Trust
South Dakota
$3.58M +$567K +2,273 +21%
SSWM
808
Sheets Smith Wealth Management
North Carolina
$3.58M +$2.5K +10 +0.1%
FMC
809
First Merchants Corp
Indiana
$3.56M -$446K -1,786 -12%
APP
810
Avantax Planning Partners
Iowa
$3.55M -$130K -521 -4%
BSA
811
Bull Street Advisors
Georgia
$3.55M +$29.2K +117 +0.9%
TFS
812
Thoroughbred Financial Services
Tennessee
$3.54M +$1.11M +4,437 +51%
LSA
813
Leonteq Securities AG
Switzerland
$3.54M -$6.36M -25,482 -66%
SFP
814
Sweet Financial Partners
Minnesota
$3.53M +$58.6K +235 +2%
SFA
815
Semmax Financial Advisors
North Carolina
$3.53M +$3.3M +13,220 New
FCH
816
Freestone Capital Holdings
Washington
$3.49M +$78.9K +316 +2%
GWM
817
GSB Wealth Management
Connecticut
$3.47M +$18.5K +74 +0.6%
TIMH
818
Tilt Investment Management Holdings
New York
$3.47M
ZF
819
Zhang Financial
Michigan
$3.46M -$18.2K -73 -0.6%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$3.46M +$247K +990 +8%
LCM
821
Legato Capital Management
California
$3.42M
TLP
822
Trinity Legacy Partners
Texas
$3.42M +$3.18M +12,731 New
IFWM
823
Institute for Wealth Management
Colorado
$3.42M -$24.2K -97 -0.8%
BFS
824
Bradley Foster & Sargent
Connecticut
$3.41M
AMIM
825
Aull & Monroe Investment Management
Alabama
$3.4M -$37.4K -150 -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.