We are live on ! Find out more

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
ST
1451
Smithfield Trust
Pennsylvania
$930K
CCWM
1452
Cassaday & Co Wealth Management
Virginia
$922K -$279K -1,116 -25%
PVH
1453
Psagot Value Holdings
Israel
$921K +$74.9K +300 +10%
RIA
1454
Regal Investment Advisors
Michigan
$915K +$27.9K +112 +3%
WPC
1455
Waters Parkerson & Co
Louisiana
$915K
PIM
1456
Profit Investment Management
Maryland
$913K -$29.4K -118 -3%
PFGIA
1457
Patriot Financial Group Insurance Agency
Massachusetts
$913K +$18.2K +73 +2%
DSC
1458
Duncker Streett & Co
Missouri
$913K +$250 +1 +0%
PWP
1459
Private Wealth Partners
California
$911K
KCM
1460
Kathmere Capital Management
Pennsylvania
$911K +$342K +1,370 +68%
CL
1461
COWA LLC
Oklahoma
$908K +$250 +1 +0%
GKWIM
1462
Gerber Kawasaki Wealth & Investment Management
California
$905K +$232K +928 +38%
CS
1463
Cannell & Spears
New York
$904K
RAM
1464
Roanoke Asset Management
New Jersey
$904K +$168K +675 +25%
DGAM
1465
Desjardins Global Asset Management
Quebec, Canada
$902K -$465K -1,862 -36%
HFRG
1466
Houlihan Financial Resource Group
Virginia
$902K +$857K +3,434 New
NIC
1467
Northwest Investment Counselors
Oregon
$901K +$1.5K +6 +0.2%
MMA
1468
Miracle Mile Advisors
California
$900K -$1.75K -7 -0.2%
MFGM
1469
Marshall Financial Group (Maryland)
Maryland
$898K +$2.5K +10 +0.3%
B
1470
Bellecapital
Switzerland
$897K +$1.5K +6 +0.2%
CB
1471
Centennial Bank
Arkansas
$895K +$66.1K +265 +9%
AWA
1472
Arkadios Wealth Advisors
Georgia
$890K +$156K +625 +23%
BMC
1473
Beaton Management Company
Massachusetts
$886K
TWD
1474
True Wealth Design
Ohio
$882K -$5.49K -22 -0.7%
LIM
1475
Longfellow Investment Management
Massachusetts
$878K -$351K -1,405 -30%

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.