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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
DPIM
1176
Duff & Phelps Investment Management
Illinois
$1.59M +$25.5K +102 +2%
CRWM
1177
Castle Rock Wealth Management
California
$1.59M +$1.09M +4,379 +284%
QC
1178
Quent Capital
New York
$1.58M +$47.4K +190 +3%
CC
1179
Cadinha & Co
Hawaii
$1.58M +$242K +970 +20%
CBTWT
1180
Community Bank & Trust (Waco, Texas)
Texas
$1.58M +$13.2K +53 +0.8%
MIM
1181
Moseley Investment Management
Florida
$1.57M +$9.98K +40 +0.7%
PTP
1182
Platform Technology Partners
New York
$1.57M +$100K +402 +7%
CAM
1183
Carret Asset Management
New York
$1.57M
IF
1184
Ironwood Financial
Arizona
$1.56M
MCM
1185
Morton Capital Management
California
$1.56M
EL
1186
EMFO LLC
Florida
$1.56M +$803K +3,217 +125%
MPWT
1187
MassMutual Private Wealth & Trust
Connecticut
$1.56M +$91.8K +368 +7%
SS
1188
Sunbelt Securities
Texas
$1.55M -$1.25K -5 -0.1%
MNBTD
1189
Moody National Bank Trust Division
Texas
$1.55M +$17.5K +70 +1%
CI
1190
Cigna Investments
Connecticut
$1.54M -$182K -730 -11%
PIMG
1191
Patriot Investment Management Group
Tennessee
$1.54M -$426K -1,709 -23%
FMTC
1192
Farmers & Merchants Trust Company
California
$1.54M -$45.7K -183 -3%
LAM
1193
L2 Asset Management
Massachusetts
$1.54M -$1.82M -7,291 -88%
MA
1194
MKT Advisors
California
$1.54M -$2.5K -10 -0.2%
CFD
1195
Creative Financial Designs
Indiana
$1.53M -$30.2K -121 -2%
AAM
1196
Augustine Asset Management
Florida
$1.53M -$22.2K -89 -2%
MIA
1197
MMBG Investment Advisors
Florida
$1.53M -$170K -680 -11%
NME
1198
Notis-McConarty Edward
$1.53M -$211K -845 -13%
NIM
1199
Northeast Investment Management
Massachusetts
$1.53M +$62.4K +250 +5%
PCG
1200
Prosperity Consulting Group
Maryland
$1.52M +$1.41M +5,664 New

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.