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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
CHJWM
1251
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.35M -$105K -420 -8%
TCM
1252
Twin Capital Management
Pennsylvania
$1.35M -$6.74K -27 -0.5%
MPPW
1253
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M +$127K +509 +11%
EWM
1254
Empirical Wealth Management
Washington
$1.34M +$30.7K +123 +3%
AL
1255
Aspiriant LLC
California
$1.34M +$60.4K +242 +5%
GC
1256
Garde Capital
Washington
$1.34M -$85.3K -342 -6%
CIA
1257
Compass Ion Advisors
Pennsylvania
$1.34M +$1.24M +4,970 New
STA
1258
Summit Trail Advisors
New York
$1.33M +$167K +670 +16%
CAM
1259
Covenant Asset Management
New Jersey
$1.33M +$7.74K +31 +0.6%
LAS
1260
Lloyd Advisory Services
Georgia
$1.33M +$1.24M +4,957 New
NG
1261
Norden Group
Utah
$1.33M +$1.24M +4,957 New
CWP
1262
Concord Wealth Partners
Virginia
$1.33M +$3.49K +14 +0.3%
DI
1263
Diligent Investors
California
$1.32M +$42.4K +170 +4%
VWM
1264
Venturi Wealth Management
Texas
$1.32M +$674K +2,702 +122%
WI
1265
WrapManager Inc
California
$1.32M -$21.7K -87 -2%
MMM
1266
Mendel Money Management
Illinois
$1.32M +$105K +421 +9%
SMC
1267
Smith, Moore & Co
Missouri
$1.31M -$132K -530 -10%
KMWM
1268
Keudell/Morrison Wealth Management
Oregon
$1.31M +$48.2K +193 +4%
AI
1269
AXS Investments
New York
$1.31M +$1.18M +4,733 +3,727%
LSA
1270
Lion Street Advisors
Texas
$1.31M +$302K +1,211 +33%
MCM
1271
Mendel Capital Management
Arkansas
$1.3M -$8.23K -33 -0.7%
PWA
1272
Providence Wealth Advisors
Illinois
$1.3M +$20K +80 +2%
FFA
1273
First Foundation Advisors
California
$1.3M +$143K +574 +13%
CCMW
1274
Cypress Capital Management (Wyoming)
Wyoming
$1.3M -$24.7K -99 -2%
AWM
1275
Aberdeen Wealth Management
Illinois
$1.3M

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.