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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
CGL
1101
Clarius Group LLC
Washington
$1.86M -$229K -916 -12%
ACA
1102
Atlas Capital Advisors
Wyoming
$1.86M +$25K +100 +1%
RCM
1103
Radnor Capital Management
Pennsylvania
$1.85M +$1.72M +6,900 New
CCA
1104
Checchi Capital Advisers
California
$1.85M -$44.9K -180 -3%
PVM
1105
Palogic Value Management
Texas
$1.85M +$8.73K +35 +0.5%
LTAS
1106
Linden Thomas Advisory Services
North Carolina
$1.84M +$25K +100 +1%
SPC
1107
Stewart & Patten Company
California
$1.84M
GVAG
1108
Great Valley Advisor Group
Delaware
$1.84M -$70.9K -284 -4%
HI
1109
Human Investing
Oregon
$1.84M +$511K +2,049 +43%
SFG
1110
SNS Financial Group
Minnesota
$1.84M -$70.4K -282 -4%
BP
1111
BBR Partners
New York
$1.84M +$1.71M +6,834 New
VT
1112
Vise Technologies
New York
$1.84M +$255K +1,021 +18%
BW
1113
Bison Wealth
Georgia
$1.82M +$224K +896 +15%
SFI
1114
Susquehanna Fundamental Investments
Pennsylvania
$1.81M -$6.6M -26,447 -80%
AP
1115
Americana Partners
Texas
$1.81M +$787K +3,154 +71%
NS
1116
NBC Securities
Alabama
$1.81M +$1.68M +6,733 New
NAS
1117
NWF Advisory Services
California
$1.81M -$9.73K -39 -0.6%
SIS
1118
Strategic Investment Solutions
Illinois
$1.8M +$1.77M +7,101 +6,229%
JWCA
1119
J.W. Coons Advisors
Ohio
$1.78M -$105K -420 -6%
LHC
1120
Little House Capital
Massachusetts
$1.78M -$26.5K -106 -2%
IA
1121
IAM Advisory
Pennsylvania
$1.78M +$55.2K +221 +3%
SCA
1122
Sandy Cove Advisors
Massachusetts
$1.77M +$4.49K +18 +0.3%
SWM
1123
Spire Wealth Management
Virginia
$1.77M -$22.5K -90 -1%
BMWM
1124
Brown Miller Wealth Management
Virginia
$1.76M -$98.8K -396 -6%
WA
1125
Waverly Advisors
Alabama
$1.76M +$223K +892 +16%

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.