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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
EFMC
1151
Empire Financial Management Company
New York
$1.68M +$363K +1,454 +30%
LCM
1152
Leisure Capital Management
California
$1.68M +$1.56M +6,233 New
LRPA
1153
L. Roy Papp & Associates
Arizona
$1.67M -$163K -655 -10%
AP
1154
Atwood & Palmer
Missouri
$1.67M
GBT
1155
Grove Bank & Trust
Florida
$1.66M +$150K +603 +11%
CW
1156
CreativeOne Wealth
Kansas
$1.66M -$1.41M -5,638 -48%
LWM
1157
Laidlaw Wealth Management
New York
$1.65M -$97.6K -391 -6%
SWM
1158
Silverlake Wealth Management
Vermont
$1.65M +$17K +68 +1%
FCBT
1159
First Citizens Bank & Trust
North Carolina
$1.65M -$86.3K -346 -5%
SIAG
1160
Signet Investment Advisory Group
Rhode Island
$1.64M +$18.7K +75 +1%
TAM
1161
Trust Asset Management
Texas
$1.64M
IAS
1162
Investment Advisory Services
Texas
$1.64M +$998 +4 +0.1%
SJIM
1163
St. Johns Investment Management
Florida
$1.64M -$35.4K -142 -2%
WDC
1164
Woodward Diversified Capital
California
$1.64M +$12.2K +49 +0.8%
MOS
1165
MGO One Seven
Ohio
$1.64M +$238K +954 +19%
NFC
1166
Northeast Financial Consultants
Connecticut
$1.64M
MCM
1167
Manchester Capital Management
Vermont
$1.63M -$134K -538 -8%
FFN
1168
Focus Financial Network
Minnesota
$1.63M -$116K -466 -7%
BL
1169
Balentine LLC
Georgia
$1.63M +$349K +1,398 +30%
ECG
1170
Edge Capital Group
Georgia
$1.63M -$185K -742 -11%
MAA
1171
Mraz Amerine & Associates
California
$1.63M +$119K +478 +9%
OFG
1172
OmniStar Financial Group
North Carolina
$1.62M -$851K -3,412 -36%
EWA
1173
Encompass Wealth Advisors
Oregon
$1.62M -$104K -418 -6%
FPAS
1174
Focus Partners Advisor Solutions
Missouri
$1.62M +$432K +1,732 +40%
FWM
1175
Forza Wealth Management
Florida
$1.61M

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.