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2,785 hedge funds and large institutions have $129B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,143 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 100

58% more funds holding in top 10

Funds holding in top 10: 5587 (+32)

19% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.18B

10% more capital invested

Capital invested by funds: $117B → $129B (+$11.8B)

3% more funds holding

Funds holding: 2,7162,785 (+69)

7% more repeat investments, than reductions

Existing positions increased: 1,143 | Existing positions reduced: 1,065

0.11% less ownership

Funds ownership: 77%76.9% (-0.11%)

Holders
2,785
Holders Change
+69
Holders Change %
+2.54%
% of All Funds
40.22%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.26%
New
209
Increased
1,143
Reduced
1,065
Closed
100
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
FLI
876
Family Legacy Inc
South Carolina
$3.98M +$4.7K +16 +0.1%
PWM
877
Perigon Wealth Management
California
$3.98M +$159K +540 +4%
LSAG
878
Lake Street Advisors Group
New Hampshire
$3.97M -$10.3K -35 -0.3%
LFAS
879
Level Four Advisory Services
Texas
$3.97M +$2.57M +8,748 +221%
BMCM
880
Bryn Mawr Capital Management
Pennsylvania
$3.97M -$16.7K -57 -0.4%
SIM
881
Studio Investment Management
Illinois
$3.97M +$123K +418 +3%
WAP
882
Wealthcare Advisory Partners
Pennsylvania
$3.96M -$17K -58 -0.5%
V
883
ValueWorks
New York
$3.94M +$219K +745 +6%
BBNA
884
Bremer Bank National Association
Minnesota
$3.94M -$239K -814 -6%
HSA
885
Hussman Strategic Advisors
Maryland
$3.94M +$617K +2,100 +20%
GWM
886
GSB Wealth Management
Connecticut
$3.92M -$55.8K -190 -1%
LFS
887
Leibman Financial Services
Nebraska
$3.92M +$141K +481 +4%
IFWM
888
Institute for Wealth Management
Colorado
$3.91M +$54.3K +185 +1%
LIM
889
Leavell Investment Management
Alabama
$3.88M -$44.7K -152 -1%
PS
890
Principal Securities
Iowa
$3.87M +$545K +1,854 +18%
IWS
891
Insight Wealth Strategies
California
$3.87M +$3.64M +12,387 New
MGIA
892
Moneta Group Investment Advisors
Missouri
$3.87M +$296K +1,006 +9%
FMC
893
First Merchants Corp
Indiana
$3.86M -$13.8K -47 -0.4%
OPCM
894
Osborne Partners Capital Management
California
$3.86M
WP
895
WealthPLAN Partners
Nebraska
$3.85M +$3.62M +12,337 New
RWM
896
Ritholtz Wealth Management
New York
$3.84M +$7.34K +25 +0.2%
SWP
897
Strategic Wealth Partners
Ohio
$3.83M +$40.8K +139 +1%
NRW
898
Nova R Wealth
Kansas
$3.83M +$1.18K +4 +0%
RCA
899
Resonant Capital Advisors
Wisconsin
$3.79M +$143K +487 +4%
PFM
900
Patton Fund Management
Texas
$3.76M -$744K -2,532 -17%

AMGN Hedge Fund Activity: Q2 2024 in Review

2,785 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2024, worth a combined $129B — up 10% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AMGN positions and 100 closed out — a net gain of 109 holders — while 1,143 added to existing stakes and 1,065 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $653M. The largest seller was Barclays, cutting an estimated $722M.

  • 2,785 institutional investors held Amgen (AMGN) as of Q2 2024, up from 2,716 in Q1 2024.
  • Funds reported $129B of Amgen stock for Q2 2024, up 10% quarter-over-quarter.
  • 209 funds opened new Amgen positions in Q2 2024 and 100 closed out, a net change of +109 holders.
  • The largest Amgen buyer in Q2 2024 was Janus Henderson Group, an estimated $653M added.
  • The largest Amgen seller in Q2 2024 was Barclays, an estimated $722M sold.

Based on aggregated 13F filings for Q2 2024.