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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
Massachusetts Wealth Management
Massachusetts
$2.28M -$46.1K -141 -2%
LA
1152
LVW Advisors
New York
$2.27M -$96.5K -295 -4%
JWCA
1153
J.W. Coons Advisors
Ohio
$2.27M -$47.4K -145 -2%
TSWM
1154
Triangle Securities Wealth Management
North Carolina
$2.27M -$65.1K -199 -3%
MAA
1155
Mraz Amerine & Associates
California
$2.26M
IA
1156
IAM Advisory
Pennsylvania
$2.26M -$654 -2 -0%
IPAM
1157
ICICI Prudential Asset Management
India
$2.26M +$367K +1,122 +19%
BSAM
1158
Blue Square Asset Management
New York
$2.25M +$41.2K +126 +2%
VAM
1159
Verity Asset Management
North Carolina
$2.25M -$234K -714 -9%
VF
1160
Vest Financial
Virginia
$2.25M +$65.1K +199 +3%
COI
1161
Connable Office Inc
Michigan
$2.25M +$12.1K +37 +0.5%
ARA
1162
Alexander Randolph Advisory
Virginia
$2.24M -$21.3K -65 -0.9%
LAIC
1163
Lederer & Associates Investment Counsel
California
$2.24M -$30.7K -94 -1%
WCBA
1164
Weaver C. Barksdale & Associates
Tennessee
$2.24M -$84.7K -259 -4%
MJRIC
1165
Mogy Joel R Investment Counsel
California
$2.24M
LPT
1166
Legacy Private Trust
Wisconsin
$2.23M +$39.9K +122 +2%
SC
1167
Searle & Co
Connecticut
$2.23M -$98.1K -300 -4%
MPWT
1168
MassMutual Private Wealth & Trust
Connecticut
$2.22M -$148K -452 -6%
LSAG
1169
Lake Street Advisors Group
New Hampshire
$2.22M -$1.9M -5,822 -46%
ERIC
1170
Eagle Rock Investment Company
Georgia
$2.22M -$29.4K -90 -1%
QI
1171
Qtron Investments
Massachusetts
$2.22M +$441K +1,347 +24%
BMWM
1172
Brown Miller Wealth Management
Virginia
$2.21M +$24.9K +76 +1%
AFCM
1173
Applied Finance Capital Management
Puerto Rico
$2.21M -$242K -740 -10%
MOS
1174
MGO One Seven
Ohio
$2.21M -$85.7K -262 -4%
CW
1175
Channel Wealth
California
$2.21M -$86.7K -265 -4%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.