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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
BBA
1401
BLB&B Advisors
Pennsylvania
$1.02M +$34.9K +140 +4%
MMHP
1402
Murphy Middleton Hinkle & Parker
Georgia
$1.01M -$47.4K -190 -5%
HWA
1403
Heritage Wealth Advisors
Virginia
$1.01M -$57.4K -230 -6%
GGS
1404
Galvin Gaustad & Stein
Arizona
$1M -$4.31M -17,285 -82%
LOPW
1405
Live Oak Private Wealth
North Carolina
$1,000K -$14.2K -57 -2%
CCM
1406
Check Capital Management
California
$1,000K
CAM
1407
Cypress Asset Management
Texas
$998K +$6.24K +25 +0.7%
AA
1408
Argent Advisors
Louisiana
$992K +$68.4K +274 +8%
WPC
1409
Wedmont Private Capital
Pennsylvania
$990K +$197K +788 +28%
MC
1410
Mathes Company
New York
$989K -$5.74K -23 -0.6%
CL
1411
Choreo LLC
Illinois
$987K +$20K +80 +2%
FSA
1412
Fort Sheridan Advisors
Illinois
$986K +$212K +850 +30%
EIM
1413
Essex Investment Management
Massachusetts
$985K -$168K -672 -15%
W
1414
Wealthquest
Ohio
$984K -$33.2K -133 -4%
CAM
1415
Close Asset Management
United Kingdom
$983K -$62.4K -250 -6%
FA
1416
Fiducient Advisors
Illinois
$983K +$913K +3,657 New
MKC
1417
M. Kraus & Co
Vermont
$981K -$6.24K -25 -0.7%
SSWM
1418
Strait & Sound Wealth Management
California
$981K -$12.7K -51 -1%
DG
1419
DMC Group
Alabama
$980K +$86.6K +347 +11%
T
1420
TOBAM
France
$980K +$3.74K +15 +0.4%
MBTD
1421
Mechanics Bank - Trust Department
California
$980K -$513K -2,056 -36%
MLA
1422
MB, Levis & Associates
Pennsylvania
$979K -$3.99K -16 -0.4%
SSI
1423
Scott & Selber Inc
Texas
$979K -$749 -3 -0.1%
MWM
1424
Maltin Wealth Management
New Jersey
$978K +$908K +3,638 New
APIM
1425
Agate Pass Investment Management
Washington
$976K -$39.4K -158 -4%

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.