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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
ISB
851
Iowa State Bank
Iowa
$3.17M +$177K +708 +6%
ABLA
852
Alan B. Lancz & Associates
Ohio
$3.16M -$25K -100 -0.8%
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.16M +$105K +422 +4%
RA
854
RFG Advisory
Alabama
$3.15M +$102K +408 +4%
TSW
855
Thompson Siegel & Walmsley
Virginia
$3.14M +$2.41M +9,670 +478%
Verition Fund Management
856
Verition Fund Management
Connecticut
$3.14M +$9.73K +39 +0.3%
EF
857
Exeter Financial
Arizona
$3.14M +$78.4K +314 +3%
Fuller & Thaler Asset Management
858
Fuller & Thaler Asset Management
California
$3.13M +$48.2K +193 +2%
GRP
859
Global Retirement Partners
California
$3.13M +$597K +2,393 +25%
MWM
860
Mission Wealth Management
California
$3.1M -$98.3K -394 -3%
BO
861
Bank OZK
Arkansas
$3.07M -$181K -725 -6%
SIG
862
Stonegate Investment Group
Alabama
$3.07M +$1.5K +6 +0.1%
HI
863
Harrington Investments
California
$3.07M -$21K -84 -0.7%
WDA
864
Wendell David Associates
New Hampshire
$3.06M
LIM
865
Leavell Investment Management
Alabama
$3.06M -$90.3K -362 -3%
ILI
866
Invesco LLC (Illinois)
Illinois
$3.06M -$9.98K -40 -0.4%
BCA
867
Bay Colony Advisors
Massachusetts
$3.06M -$27.5K -110 -1%
WAP
868
Wealthcare Advisory Partners
Pennsylvania
$3.04M +$131K +523 +5%
GI
869
GS Investments
Minnesota
$3.02M -$42.4K -170 -1%
ACG
870
Allen Capital Group
Nebraska
$3.01M +$20.5K +82 +0.7%
EG
871
Ellerson Group
Maryland
$3.01M +$217K +870 +8%
VWMG
872
Virginia Wealth Management Group
Virginia
$2.99M +$4.49K +18 +0.2%
MG
873
Mather Group
Illinois
$2.99M +$163K +652 +6%
SIAP
874
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M -$228K -913 -8%
Gates Foundation Trust
875
Gates Foundation Trust
Washington
$2.97M +$2.76M +11,050 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.