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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
CC
1026
Cannell & Co
New York
$2.16M
NSEDCP
1027
NJ State Employees Deferred Compensation Plan
New Jersey
$2.15M +$1.25M +5,000 +167%
VA
1028
Valmark Advisers
Ohio
$2.15M +$5.99K +24 +0.3%
CFG
1029
Cooper Financial Group
California
$2.15M -$17K -68 -0.8%
EFM
1030
E Fund Management
China
$2.15M +$148K +593 +8%
SAG
1031
SageView Advisory Group
California
$2.15M +$578K +2,317 +41%
EW
1032
Evoke Wealth
California
$2.12M +$40.4K +162 +2%
TW
1033
TrinityPoint Wealth
Connecticut
$2.12M +$47.9K +192 +2%
ZIC
1034
ZWJ Investment Counsel
Georgia
$2.12M +$1.97M +7,892 New
IFG
1035
Independent Financial Group
California
$2.12M +$1.12M +4,492 +132%
CYG
1036
Clean Yield Group
Vermont
$2.12M -$132K -530 -7%
MCM
1037
MV Capital Management
Maryland
$2.11M +$30.9K +124 +2%
GIA
1038
Gladstone Institutional Advisory
Florida
$2.11M -$75.4K -302 -4%
PTB
1039
Pioneer Trust Bank
Oregon
$2.09M -$3.2M -12,815 -62%
RWA
1040
Ropes Wealth Advisors
Massachusetts
$2.09M -$23.5K -94 -1%
FA
1041
FDx Advisors
Illinois
$2.08M -$565K -2,266 -23%
AFG
1042
Allegheny Financial Group
Pennsylvania
$2.06M +$105K +420 +6%
MPPLM
1043
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.06M +$213K +852 +13%
PWC
1044
PYA Waltman Capital
Tennessee
$2.06M +$383K +1,533 +25%
FMAEN1
1045
Fund Management at Engine No 1
California
$2.06M +$173K +693 +10%
HCMT
1046
Highland Capital Management (Tennessee)
Tennessee
$2.05M -$34.9K -140 -2%
PTC
1047
Private Trust Company
Ohio
$2.05M -$53.2K -213 -3%
CPIA
1048
Cornell Pochily Investment Advisors
New York
$2.05M -$7.24K -29 -0.4%
PWM
1049
Purus Wealth Management
California
$2.05M
CIC
1050
Crawford Investment Counsel
Georgia
$2.04M

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.