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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
PI
1201
Pettee Investors
Connecticut
$1.52M +$7.49K +30 +0.5%
FAB
1202
First American Bank
Illinois
$1.52M +$3.74K +15 +0.3%
RAG
1203
RIA Advisory Group
Iowa
$1.51M -$24.5K -98 -2%
AIM
1204
Aspen Investment Management
Michigan
$1.51M -$30.4K -122 -2%
IWM
1205
Iams Wealth Management
Nebraska
$1.5M +$1.39M +5,585 New
FPCP
1206
Fort Point Capital Partners
California
$1.5M +$19.5K +78 +1%
MCM
1207
Mengis Capital Management
Oregon
$1.49M -$749 -3 -0.1%
SB
1208
Strategic Blueprint
Georgia
$1.49M +$13K +52 +0.9%
RCWM
1209
Royal Capital Wealth Management
Indiana
$1.48M -$31.2K -125 -2%
CB
1210
Cadence Bank
Mississippi
$1.47M -$8.23K -33 -0.6%
PSP
1211
Pacific Sage Partners
Washington
$1.47M -$74.6K -299 -5%
APWA
1212
Atlas Private Wealth Advisors
New Jersey
$1.47M +$9.98K +40 +0.7%
MPIA
1213
Mountain Pacific Investment Advisers
Idaho
$1.47M +$3.49K +14 +0.3%
CCP
1214
Cunning Capital Partners
North Carolina
$1.47M +$1.36M +5,455 New
NCM
1215
Narwhal Capital Management
Georgia
$1.47M -$83.1K -333 -6%
GIP
1216
Granite Investment Partners
California
$1.46M
RCG
1217
Regatta Capital Group
California
$1.46M -$71.9K -288 -5%
EAM
1218
EFG Asset Management
Oregon
$1.45M +$311K +1,248 +30%
HIC
1219
Holderness Investments Company
North Carolina
$1.45M +$11K +44 +0.8%
SM
1220
Sweeney & Michel
California
$1.45M +$7.49K +30 +0.6%
MC
1221
Martin & Co
Tennessee
$1.44M -$6.24K -25 -0.5%
MIM
1222
Morningstar Investment Management
Illinois
$1.43M
ICG
1223
InterOcean Capital Group
Tennessee
$1.43M +$40.9K +164 +3%
TCCM
1224
Timber Creek Capital Management
Massachusetts
$1.43M
LFA
1225
Legacy Financial Advisors
Kentucky
$1.42M +$134K +535 +11%

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.