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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
KIG
1326
Kessler Investment Group
Indiana
$1.16M +$61.9K +248 +6%
BEI
1327
Benjamin Edwards Inc
Missouri
$1.16M -$4.49K -18 -0.4%
AWM
1328
Avior Wealth Management
Nebraska
$1.16M +$301K +1,206 +39%
CT
1329
Cambridge Trust
Massachusetts
$1.15M +$73.4K +294 +7%
CCP
1330
Clough Capital Partners
Massachusetts
$1.15M -$2.94M -11,800 -73%
NB
1331
NBT Bank
New York
$1.15M +$204K +817 +24%
CQS
1332
Credential Qtrade Securities
$1.14M -$31.7K -127 -3%
LIA
1333
LS Investment Advisors
Michigan
$1.14M +$143K +575 +16%
SMH
1334
Sanders Morris Harris
Texas
$1.14M
EC
1335
Estate Counselors
Wisconsin
$1.13M +$1.05M +4,210 New
JIR
1336
James Investment Research
Ohio
$1.12M +$24.7K +99 +2%
CAS
1337
Coppell Advisory Solutions
Texas
$1.12M -$310K -1,243 -23%
HPM
1338
Hudson Portfolio Management
New York
$1.12M
IA
1339
IFP Advisors
Florida
$1.12M -$518K -2,076 -33%
KWM
1340
KFG Wealth Management
Indiana
$1.12M +$88.1K +353 +9%
SIA
1341
Schear Investment Advisers
Ohio
$1.12M -$64.1K -257 -6%
HI
1342
Harbour Investments
Wisconsin
$1.11M +$6.24K +25 +0.6%
BWP
1343
Baldwin Wealth Partners
Massachusetts
$1.11M -$12.7K -51 -1%
RPC
1344
Rossmore Private Capital
Connecticut
$1.11M +$12.5K +50 +1%
PGWM
1345
Parisi Gray Wealth Management
New Jersey
$1.11M -$26.2K -105 -2%
NFA
1346
Northern Financial Advisors
Michigan
$1.11M +$366K +1,468 +55%
SAM
1347
Sompo Asset Management
Japan
$1.11M -$282K -1,130 -22%
HI
1348
Humankind Investments
New York
$1.1M -$185K -741 -15%
TFA
1349
Teamwork Financial Advisors
Texas
$1.1M -$1.32M -5,307 -56%
MA
1350
MCF Advisors
Kentucky
$1.1M +$17.5K +70 +2%

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.