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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
IB
1001
Intrust Bank
Kansas
$2.27M +$130K +519 +7%
BOCM
1002
Bontempo Ohly Capital Management
Maryland
$2.27M -$250 -1 -0%
AHB
1003
Abner Herrman & Brock
New Jersey
$2.26M +$620K +2,485 +42%
DA
1004
DCF Advisers
Connecticut
$2.26M -$2.12M -8,475 -50%
UHC
1005
Union Heritage Capital
Michigan
$2.26M
TCA
1006
Trifecta Capital Advisors
Illinois
$2.26M +$60.4K +242 +3%
ST
1007
Spinnaker Trust
Maine
$2.25M +$30.9K +124 +2%
ONB
1008
Old National Bancorp
Indiana
$2.25M -$5.49K -22 -0.3%
AC
1009
Abbrea Capital
California
$2.25M -$11.2K -45 -0.5%
CC
1010
Cypress Capital
Tennessee
$2.24M +$2.08M +8,325 New
WP
1011
WealthSource Partners
California
$2.24M -$51.2K -205 -2%
CG
1012
Caprock Group
Idaho
$2.23M +$353K +1,413 +20%
GCL
1013
Gouws Capital LLC
North Carolina
$2.23M
V
1014
ViaWealth
Kansas
$2.22M +$163K +655 +9%
DWT
1015
Dorsey & Whitney Trust
South Dakota
$2.21M +$66.1K +265 +3%
MWA
1016
Meridian Wealth Advisors
Texas
$2.2M -$2.5K -10 -0.1%
BI
1017
Berkeley Inc
Idaho
$2.2M +$6.49K +26 +0.3%
FAIM
1018
Financial Advocates Investment Management
Washington
$2.19M +$69.4K +278 +4%
FBB
1019
Fulton Breakefield Broenniman
Maryland
$2.19M -$35.7K -143 -2%
FIM
1020
Freedom Investment Management
Connecticut
$2.18M +$154K +619 +8%
IF
1021
Intrua Financial
Texas
$2.18M -$101K -406 -5%
ZCI
1022
Zevenbergen Capital Investments
Washington
$2.18M
CT
1023
Chicago Trust
Illinois
$2.17M +$53.7K +215 +3%
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$2.17M +$303K +1,214 +18%
HFM
1025
Harvest Fund Management
China
$2.17M +$1.11M +4,453 +123%

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.