AMGN icon

Amgen
AMGN

Overview Fund Activity

2,377 hedge funds and large institutions have $89.9B invested in Amgen in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 988 increasing their positions, 922 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,377
Holders Change
-45
Holders Change %
-1.86%
% of All Funds
37.49%
Holding in Top 10
44
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-32.31%
% of All Funds
0.69%
New
128
Increased
988
Reduced
922
Closed
154
Calls
$1.54B
Puts
$1.18B
Net Calls
+$363M
Net Calls Change
+$67.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$246M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
Barclays
Barclays
United Kingdom
+$198M
4
Morgan Stanley
Morgan Stanley
New York
+$175M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
BlackRock
BlackRock
New York
-$405M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$363M
4
Bank of America
Bank of America
North Carolina
-$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
826
Lake Street Advisors Group
New Hampshire
$2.77M -$14K -63 -0.5%
RCA
827
Resonant Capital Advisors
Wisconsin
$2.75M -$71.9K -324 -3%
BKA
828
Brick & Kyle Associates
Pennsylvania
$2.74M +$7.91K +35 +0.3%
CIP
829
Convergence Investment Partners
Florida
$2.72M -$321K -1,446 -11%
NRW
830
Nova R Wealth
Kansas
$2.72M -$75.7K -341 -3%
GH
831
GAM Holding
Switzerland
$2.71M -$2.66K -12 -0.1%
PWM
832
Perigon Wealth Management
California
$2.71M +$366K +1,650 +16%
CC
833
Chicago Capital
Illinois
$2.71M – – –
SWP
834
Strategic Wealth Partners
Ohio
$2.71M +$6.22K +28 +0.2%
PCM
835
Poehling Capital Management
Wisconsin
$2.71M +$44.2K +199 +2%
BO
836
Bank OZK
Arkansas
$2.7M -$427K -1,923 -14%
CIAS
837
Capital Investment Advisory Services
North Carolina
$2.67M +$433K +1,950 +19%
SIAP
838
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.67M -$132K -593 -5%
AF
839
Ally Financial
Michigan
$2.66M +$2.66M +12,000 New
MWM
840
Mission Wealth Management
California
$2.65M -$32.9K -148 -1%
PWMAG
841
Pinnacle Wealth Management Advisory Group
New Jersey
$2.64M +$68.4K +308 +3%
ABLA
842
Alan B. Lancz & Associates
Ohio
$2.64M +$111K +500 +4%
BWM
843
BNC Wealth Management
Oregon
$2.63M +$1.79M +8,064 +212%
CW
844
CreativeOne Wealth
Kansas
$2.62M +$1.24M +5,592 +90%
LIM
845
Leavell Investment Management
Alabama
$2.61M +$22.6K +102 +0.9%
VCA
846
Verdence Capital Advisors
Maryland
$2.61M +$428K +1,930 +20%
HSA
847
HBK Sorce Advisory
Pennsylvania
$2.59M -$167K -752 -6%
Verition Fund Management
848
Verition Fund Management
Connecticut
$2.58M +$477K +2,148 +23%
4WM
849
44 Wealth Management
Oregon
$2.58M +$55.5K +250 +2%
XSC
850
X-Square Capital
Puerto Rico
$2.56M -$55.7K -251 -2%
32 33
34
35 36