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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
926
World Investment Advisors
California
$3.57M +$1.18M +3,616 +48%
CTI
927
Community Trust & Investment
Kentucky
$3.57M -$109K -332 -3%
AMIM
928
Aull & Monroe Investment Management
Alabama
$3.55M -$102K -311 -3%
DA
929
DCF Advisers
Connecticut
$3.54M +$818K +2,500 +29%
DF
930
Donoghue Forlines
Massachusetts
$3.54M +$3.59M +10,989 New
SLG
931
Stanley-Laman Group
Pennsylvania
$3.54M +$77.5K +237 +2%
CAC
932
Core Alternative Capital
Georgia
$3.52M -$826K -2,525 -19%
EG
933
Ellerson Group
Maryland
$3.52M -$90.3K -276 -2%
HWAM
934
Hennion & Walsh Asset Management
New Jersey
$3.51M -$145K -443 -4%
NAM
935
NTV Asset Management
West Virginia
$3.51M -$49.1K -150 -1%
FFA
936
Farther Finance Advisors
California
$3.5M +$1.04M +3,194 +42%
Koshinski Asset Management
937
Koshinski Asset Management
Illinois
$3.49M -$15.4K -47 -0.4%
RA
938
RFG Advisory
Alabama
$3.49M -$72.9K -223 -2%
MCB
939
Morton Community Bank
Illinois
$3.47M -$40.9K -125 -1%
LSA
940
L & S Advisors
California
$3.47M -$3.05M -9,316 -46%
JCM
941
Jacobi Capital Management
Pennsylvania
$3.46M +$55K +168 +2%
PT
942
Plimoth Trust
Massachusetts
$3.46M +$1.02M +3,131 +41%
DAS
943
Diversify Advisory Services
Utah
$3.46M -$286K -875 -7%
CHC
944
City Holding Co
West Virginia
$3.45M +$21.9K +67 +0.6%
FBT
945
First Bank & Trust
South Dakota
$3.44M -$88.6K -271 -2%
KCM
946
Kerusso Capital Management
North Carolina
$3.42M +$205K +628 +6%
PWC
947
PYA Waltman Capital
Tennessee
$3.42M +$145K +442 +4%
ISB
948
Iowa State Bank
Iowa
$3.42M -$57.6K -176 -2%
SHFP
949
Second Half Financial Partners
Florida
$3.41M +$3.46M +10,591 New
NERM
950
New England Research & Management
Illinois
$3.41M +$821K +2,510 +31%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.