We are live on ! Find out more

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
UIC
1001
Uniplan Investment Counsel
Wisconsin
$3.07M -$221K -676 -7%
DCM
1002
Donaldson Capital Management
Indiana
$3.06M -$260K -795 -8%
DFA
1003
Delta Financial Advisors
Louisiana
$3.05M +$5.56K +17 +0.2%
RMCM
1004
Reynders McVeigh Capital Management
Massachusetts
$3.05M +$131K +402 +4%
OPW
1005
Oxler Private Wealth
New York
$3.04M +$18.6K +57 +0.6%
IA
1006
IFG Advisory
Georgia
$3.04M -$34K -104 -1%
LA
1007
Legacy Advisors
Pennsylvania
$3.04M +$20.3K +62 +0.7%
WP
1008
WealthShield Partners
North Carolina
$3.04M +$1.46M +4,452 +90%
PTC
1009
Private Trust Company
Ohio
$3.03M -$67.4K -206 -2%
FPB
1010
First PREMIER Bank
South Dakota
$3.03M -$55.3K -169 -2%
GT
1011
Glenview Trust
Kentucky
$3.02M -$16K -49 -0.5%
PA
1012
Procyon Advisors
Connecticut
$3.02M -$279K -852 -8%
JGUA
1013
John G. Ullman & Associates
New York
$3.01M -$364K -1,114 -11%
MCC
1014
Money Concepts Capital
Florida
$3.01M +$23.2K +71 +0.8%
FRA
1015
Front Row Advisors
California
$3.01M -$15.7K -48 -0.5%
SAG
1016
SageView Advisory Group
California
$2.99M -$328K -1,004 -10%
CHAM
1017
Clear Harbor Asset Management
Connecticut
$2.99M +$327 +1 +0%
CTC
1018
Cetera Trust Company
Minnesota
$2.97M -$86.7K -265 -3%
PP
1019
Patron Partners
Texas
$2.97M -$36.3K -111 -1%
PIMJS
1020
PKO Investment Management Joint-Stock
Poland
$2.96M -$327K -1,000 -10%
WA1
1021
Wimmer Associates 1
California
$2.94M -$8.18K -25 -0.3%
WC
1022
Whitney & Co
New York
$2.94M -$75.6K -231 -2%
S
1023
SimplyRich
California
$2.93M
DCM
1024
Delta Capital Management
New Jersey
$2.92M
1WA
1025
180 Wealth Advisors
Washington
$2.92M +$20.9K +64 +0.7%

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.