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Amgen
AMGN

2,715 hedge funds and large institutions have $123B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 977 increasing their positions, 1,049 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 341 | Existing positions closed: 89

12% more capital invested

Capital invested by funds: $109B → $123B (+$13.4B)

9% more funds holding

Funds holding: 2,502 → 2,715 (+213)

3.59% more ownership

Funds ownership: 75.94% → 79.53% (+3.6%)

6% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $2.02B

7% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,049

9% less funds holding in top 10

Funds holding in top 10: 87 → 79 (-8)

Holders
2,715
Holders Change
+213
Holders Change %
+8.51%
% of All Funds
39.58%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.15%
New
341
Increased
977
Reduced
1,049
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26B
2
Barclays
Barclays
United Kingdom
+$378M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
4
State Street
State Street
Massachusetts
+$242M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$205M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$487M
2
Marshall Wace
Marshall Wace
United Kingdom
-$385M
3
JP Morgan Chase
JP Morgan Chase
New York
-$265M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$207M
5
Two Sigma Investments
Two Sigma Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1101
Fulton Breakefield Broenniman
Maryland
$2.11M -$224K -821 -10%
HAS
1102
HBW Advisory Services
California
$2.11M +$22.1K +81 +1%
FWP
1103
FAS Wealth Partners
Kansas
$2.1M +$1.41M +5,162 +241%
PAM
1104
Paradigm Asset Management
New York
$2.1M -$54.5K -200 -3%
FFA
1105
Fairfield Financial Advisors
Massachusetts
$2.1M +$82.6K +303 +4%
CC
1106
Cipher Capital
New York
$2.1M +$764K +2,804 +63%
CCT
1107
Capital City Trust
Florida
$2.1M +$44.4K +163 +2%
NG
1108
Norden Group
Utah
$2.08M +$619K +2,271 +46%
IIL
1109
Insight Inv LLC
California
$2.08M -$2.73K -10 -0.1%
ARA
1110
Alexander Randolph Advisory
Virginia
$2.08M +$1.97M +7,218 New
IF
1111
Intrua Financial
Texas
$2.08M -$245K -898 -11%
SIA
1112
Schechter Investment Advisors
Michigan
$2.08M -$51.8K -190 -3%
MWM
1113
Massachusetts Wealth Management
Massachusetts
$2.08M +$18.3K +67 +0.9%
LHC
1114
Little House Capital
Massachusetts
$2.07M +$156K +573 +9%
Koshinski Asset Management
1115
Koshinski Asset Management
Illinois
$2.07M -$383K -1,404 -16%
LTAS
1116
Linden Thomas Advisory Services
North Carolina
$2.06M +$83.6K +307 +4%
FWM
1117
FMB Wealth Management
California
$2.06M – – –
1CP
1118
17 Capital Partners
Arizona
$2.06M +$2.78M +10,199 New
WF
1119
WoodTrust Financial
Wisconsin
$2.06M +$545 +2 +0%
MIC
1120
Meridian Investment Counsel
California
$2.06M – – –
LJHT
1121
Laurie J. Hall Trustee
$2.05M -$95.4K -350 -5%
CCM
1122
Cinctive Capital Management
New York
$2.04M +$1.93M +7,100 New
CPC
1123
Congress Park Capital
New York
$2.03M – – –
GVAG
1124
Great Valley Advisor Group
Delaware
$2.02M +$42.2K +155 +2%
GPA
1125
Garrison Point Advisors
California
$2.02M -$27.2K -100 -1%
43 44
45
46 47

AMGN Hedge Fund Activity: Q4 2023 in Review

2,715 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2023, worth a combined $123B — up 12% from $109B a quarter earlier.

Buyers outnumbered sellers: 341 funds opened new AMGN positions and 89 closed out — a net gain of 252 holders — while 977 added to existing stakes and 1,049 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.26B. The largest seller was Capital Research Global Investors, cutting an estimated $487M.

  • 2,715 institutional investors held Amgen (AMGN) as of Q4 2023, up from 2,502 in Q3 2023.
  • Funds reported $123B of Amgen stock for Q4 2023, up 12% quarter-over-quarter.
  • 341 funds opened new Amgen positions in Q4 2023 and 89 closed out, a net change of +252 holders.
  • The largest Amgen buyer in Q4 2023 was Morgan Stanley, an estimated $4.26B added.
  • The largest Amgen seller in Q4 2023 was Capital Research Global Investors, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2023.