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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
PWP
1426
Phillips Wealth Planners
Mississippi
$975K +$306K +1,228 +55%
AWP
1427
Ascent Wealth Partners
New York
$973K +$904K +3,621 New
PPWP
1428
Proquility Private Wealth Partners
Nevada
$969K -$4.74K -19 -0.5%
RMC
1429
Resources Management Corp
Connecticut
$967K -$5.24K -21 -0.6%
TNB
1430
Thomasville National Bank
Georgia
$966K -$61.1K -245 -6%
FFWA
1431
FRG Family Wealth Advisors
Washington
$965K -$115K -460 -11%
GIM
1432
Groesbeck Investment Management
New Jersey
$964K +$57.4K +230 +7%
MF
1433
Manchester Financial
California
$964K -$4.99K -20 -0.6%
GCA
1434
Gradient Capital Advisors
California
$963K +$21.7K +87 +2%
BOPW
1435
Brandywine Oak Private Wealth
Pennsylvania
$961K -$13K -52 -1%
BDFN
1436
Bond & Devick Financial Network
Minnesota
$958K
WBCM
1437
Wilson & Boucher Capital Management
California
$958K +$2K +8 +0.2%
TC
1438
TAGStone Capital
North Carolina
$957K +$6.99K +28 +0.8%
DP
1439
Dearborn Partners
Illinois
$948K +$134K +535 +18%
BG
1440
Bollard Group
Massachusetts
$945K -$3.74K -15 -0.4%
GSB
1441
Greenfield Savings Bank
Massachusetts
$945K -$39.2K -157 -4%
AWA
1442
Arete Wealth Advisors
Illinois
$943K -$438K -1,757 -33%
FP
1443
Financial Perspectives
Minnesota
$942K +$6.74K +27 +0.8%
H
1444
HoyleCohen
California
$938K +$15.7K +63 +2%
RIA
1445
Richwood Investment Advisors
Ohio
$938K -$15K -60 -2%
MW
1446
Marcum Wealth
Ohio
$937K +$118K +473 +16%
ACM
1447
Ayrshire Capital Management
Connecticut
$936K -$499 -2 -0.1%
Financial Engines Advisors
1448
Financial Engines Advisors
California
$936K +$284K +1,137 +48%
CANY
1449
Caxton Associates (New York)
New York
$934K -$1.19M -4,770 -58%
SC
1450
Syon Capital
California
$933K +$866K +3,471 New

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.