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Amgen
AMGN

2,715 hedge funds and large institutions have $123B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 977 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 341 | Existing positions closed: 89

12% more capital invested

Capital invested by funds: $109B → $123B (+$13.4B)

9% more funds holding

Funds holding: 2,502 → 2,715 (+213)

3.59% more ownership

Funds ownership: 75.94% → 79.53% (+3.6%)

6% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $2.02B

7% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,049

9% less funds holding in top 10

Funds holding in top 10: 87 → 79 (-8)

Holders
2,715
Holders Change
+213
Holders Change %
+8.51%
% of All Funds
39.58%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.15%
New
341
Increased
977
Reduced
1,049
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26B
2
Barclays
Barclays
United Kingdom
+$378M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
4
State Street
State Street
Massachusetts
+$242M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$205M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$487M
2
Marshall Wace
Marshall Wace
United Kingdom
-$385M
3
JP Morgan Chase
JP Morgan Chase
New York
-$265M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$207M
5
Two Sigma Investments
Two Sigma Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
951
Bourne Lent Asset Management
New York
$2.8M +$92.6K +340 +4%
NWM
952
Napa Wealth Management
California
$2.8M +$2.65M +9,710 New
PWAM
953
Pinnacle West Asset Management
Wyoming
$2.79M +$127K +465 +5%
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.78M -$573K -2,104 -18%
IA
955
IFG Advisory
Georgia
$2.78M -$38.7K -142 -1%
RPWA
956
Regent Peak Wealth Advisors
Georgia
$2.78M -$48.5K -178 -2%
TCWM
957
Total Clarity Wealth Management
Illinois
$2.77M -$280K -1,028 -10%
HCA
958
Harbor Capital Advisors
Illinois
$2.77M -$3.54K -13 -0.1%
IA
959
Icon Advisers
Colorado
$2.76M – – –
TC
960
Trilogy Capital
California
$2.75M -$181K -665 -7%
WCAMG
961
Woodard & Company Asset Management Group
North Carolina
$2.74M -$205K -753 -7%
MAS
962
Meeder Advisory Services
Ohio
$2.74M +$125K +459 +5%
PIMJS
963
PKO Investment Management Joint-Stock
Poland
$2.74M +$1.91M +7,000 +280%
BRG
964
Bay Rivers Group
Virginia
$2.74M +$120K +440 +5%
GT
965
Glenview Trust
Kentucky
$2.73M +$88K +323 +4%
LS
966
Leelyn Smith
Illinois
$2.73M -$212K -778 -8%
FNA
967
First National Advisers
Nebraska
$2.72M +$1.35M +4,965 +111%
FC
968
Fulcrum Capital
Washington
$2.72M -$829K -3,043 -24%
JWCA
969
J.W. Cole Advisors
Florida
$2.72M +$1.81M +6,643 +239%
SP
970
Stablepoint Partners
Massachusetts
$2.72M +$2.57M +9,428 New
LD
971
Lipe & Dalton
New York
$2.71M – – –
PI
972
PGGM Investments
Netherlands
$2.71M – – –
CIA
973
Cohen Investment Advisors
New Hampshire
$2.71M +$18.3K +67 +0.7%
NDSI
974
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M -$21.5K -79 -0.8%
ZCI
975
Zevenbergen Capital Investments
Washington
$2.7M +$346K +1,270 +16%
37 38
39
40 41

AMGN Hedge Fund Activity: Q4 2023 in Review

2,715 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2023, worth a combined $123B — up 12% from $109B a quarter earlier.

Buyers outnumbered sellers: 341 funds opened new AMGN positions and 89 closed out — a net gain of 252 holders — while 977 added to existing stakes and 1,049 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.26B. The largest seller was Capital Research Global Investors, cutting an estimated $487M.

  • 2,715 institutional investors held Amgen (AMGN) as of Q4 2023, up from 2,502 in Q3 2023.
  • Funds reported $123B of Amgen stock for Q4 2023, up 12% quarter-over-quarter.
  • 341 funds opened new Amgen positions in Q4 2023 and 89 closed out, a net change of +252 holders.
  • The largest Amgen buyer in Q4 2023 was Morgan Stanley, an estimated $4.26B added.
  • The largest Amgen seller in Q4 2023 was Capital Research Global Investors, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2023.