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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
ASBI
1076
American State Bank (Iowa)
Iowa
$1.95M -$79.9K -320 -4%
DMBA
1077
Deseret Mutual Benefit Administrators
Utah
$1.95M -$339K -1,357 -16%
HAS
1078
HBW Advisory Services
California
$1.94M +$1.8M +7,229 New
FM
1079
Family Management
New York
$1.94M -$36.9K -148 -2%
RCA
1080
Ranch Capital Advisors
Florida
$1.93M -$9.23K -37 -0.5%
FWM
1081
FMB Wealth Management
California
$1.93M -$250 -1 -0%
WF
1082
WoodTrust Financial
Wisconsin
$1.92M
MIC
1083
Meridian Investment Counsel
California
$1.92M -$25K -100 -1%
MWM
1084
Massachusetts Wealth Management
Massachusetts
$1.92M -$25K -100 -1%
SLI
1085
Sumitomo Life Insurance
Japan
$1.92M -$23K -92 -1%
RCM
1086
RNC Capital Management
California
$1.92M -$50.9K -204 -3%
CCT
1087
Capital City Trust
Florida
$1.91M -$31.7K -127 -2%
GPA
1088
Garrison Point Advisors
California
$1.91M +$12K +48 +0.7%
CPC
1089
Congress Park Capital
New York
$1.9M
HI
1090
Hudock Inc
Pennsylvania
$1.89M -$9.48K -38 -0.5%
CNAM
1091
Campbell Newman Asset Management
Wisconsin
$1.88M
ECM
1092
Evergreen Capital Management
Washington
$1.88M +$280K +1,123 +19%
ERIC
1093
Eagle Rock Investment Company
Georgia
$1.88M -$6.24K -25 -0.4%
SHFA
1094
SS&H Financial Advisors
Michigan
$1.88M +$1.74M +6,990 New
FFA
1095
Fairfield Financial Advisors
Massachusetts
$1.88M +$161K +644 +10%
PPC
1096
Park Place Capital
Alabama
$1.87M +$81.4K +326 +5%
SFO
1097
Stokes Family Office
Louisiana
$1.87M +$336K +1,345 +24%
MAM
1098
Madison Asset Management
Wisconsin
$1.87M -$164K -658 -9%
MJRIC
1099
Mogy Joel R Investment Counsel
California
$1.87M -$310K -1,242 -15%
WCM
1100
Whitener Capital Management
North Carolina
$1.86M +$14.2K +57 +0.8%

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.