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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
FPB
926
First PREMIER Bank
South Dakota
$2.64M -$54.7K -219 -2%
RPWA
927
Regent Peak Wealth Advisors
Georgia
$2.64M -$5.74K -23 -0.2%
BP
928
Ballentine Partners
Massachusetts
$2.64M +$609K +2,440 +33%
IA
929
IFG Advisory
Georgia
$2.63M -$20.7K -83 -0.8%
MWM
930
Mattern Wealth Management
Kansas
$2.62M +$415K +1,664 +21%
CHAM
931
Clear Harbor Asset Management
Connecticut
$2.62M +$250 +1 +0%
OPW
932
Oxler Private Wealth
New York
$2.61M -$286K -1,146 -11%
HCA
933
Harbor Capital Advisors
Illinois
$2.59M
ZCM
934
Ziegler Capital Management
Illinois
$2.59M +$72.4K +290 +3%
IA
935
Icon Advisers
Colorado
$2.58M
XSC
936
X-Square Capital
Puerto Rico
$2.56M
SSB
937
Sandy Spring Bank
Maryland
$2.56M -$133K -533 -5%
NDSI
938
Newman Dignan & Sheerar Inc
Rhode Island
$2.55M -$66.6K -267 -3%
SIA
939
Strategic Investment Advisors
Michigan
$2.54M +$119K +476 +5%
CS
940
Crescent Sterling
Louisiana
$2.54M +$46.7K +187 +2%
FRA
941
Front Row Advisors
California
$2.54M -$40.2K -161 -2%
MYLI
942
Meiji Yasuda Life Insurance
Japan
$2.53M +$477K +1,910 +25%
EHWM
943
Eads & Heald Wealth Management
Georgia
$2.53M -$24.7K -99 -1%
LD
944
Lipe & Dalton
New York
$2.53M
WCM
945
Wunderlich Capital Managemnt
Tennessee
$2.53M -$7.99K -32 -0.3%
PI
946
PGGM Investments
Netherlands
$2.53M -$1.85M -7,414 -44%
PA
947
Parallel Advisors
California
$2.53M +$263K +1,055 +13%
AAM
948
Auxier Asset Management
Oregon
$2.52M -$4.49K -18 -0.2%
BLAM
949
Bourne Lent Asset Management
New York
$2.52M
LAIC
950
Lederer & Associates Investment Counsel
California
$2.51M -$18.2K -73 -0.8%

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.