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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
BFG
1301
Berger Financial Group
Minnesota
$1.23M +$12.2K +49 +1%
ESB
1302
Essex Savings Bank
Connecticut
$1.23M +$14.7K +59 +1%
FCM
1303
Fourpath Capital Management
Oklahoma
$1.23M +$48.7K +195 +4%
CPIG
1304
Chicago Partners Investment Group
Illinois
$1.22M -$66.9K -268 -6%
HTI
1305
Hikari Tsushin Inc
Japan
$1.22M -$6.44M -25,811 -85%
HIG
1306
Heritage Investment Group
Florida
$1.22M
RMDI
1307
R.M. Davis Inc
Maine
$1.22M -$44.9K -180 -4%
HH
1308
Hilltop Holdings
Texas
$1.22M -$840K -3,364 -43%
WA
1309
WealthTrust Axiom
Pennsylvania
$1.21M -$106K -426 -9%
PA
1310
PFW Advisors
Georgia
$1.21M +$48.2K +193 +4%
FNA
1311
First National Advisers
Nebraska
$1.21M +$1.12M +4,489 New
CC
1312
Cipher Capital
New York
$1.21M +$784K +3,141 +234%
GWSG
1313
GPS Wealth Strategies Group
Colorado
$1.2M +$723K +2,898 +184%
PVI
1314
Pine Valley Investments
New Jersey
$1.2M -$45.9K -184 -4%
DI
1315
DDFG Inc
California
$1.2M +$3.74K +15 +0.3%
MCAI
1316
Members Capital Advisors Inc
Wisconsin
$1.19M
HWA
1317
HCR Wealth Advisors
California
$1.19M -$1.75K -7 -0.2%
IIC
1318
Ironwood Investment Counsel
Arizona
$1.19M +$75.9K +304 +7%
VBCG
1319
Valley Brook Capital Group
Pennsylvania
$1.19M +$37.4K +150 +4%
MFC
1320
Mechanics Financial Corp
Ohio
$1.18M
WIM
1321
WealthPlan Investment Management
Nebraska
$1.18M +$31.4K +126 +3%
APG
1322
Abacus Planning Group
South Carolina
$1.18M -$1.75K -7 -0.2%
DC
1323
DeDora Capital
California
$1.18M -$27.7K -111 -2%
GC
1324
Guidance Capital
Kentucky
$1.17M +$53.2K +213 +5%
CA
1325
Continuum Advisory
Idaho
$1.16M +$334K +1,340 +45%

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.