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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
AIA
1501
Affinity Investment Advisors
California
$843K -$29.9K -120 -4%
CTA
1502
Colonial Trust Advisors
South Carolina
$843K -$13.2K -53 -2%
AWE
1503
Avidian Wealth Enterprises
Texas
$842K -$18.2K -73 -2%
CPA
1504
Court Place Advisors
Maryland
$838K
LCGC
1505
Legacy Capital Group California
California
$837K +$2.5K +10 +0.3%
MIA
1506
MainStreet Investment Advisors
Illinois
$837K +$6.99K +28 +0.9%
LCWP
1507
Legacy Capital Wealth Partners
Arkansas
$837K +$777K +3,113 New
ATIA
1508
American Trust Investment Advisors
New Hampshire
$835K -$27.5K -110 -3%
SIM
1509
Sentry Investment Management
Wisconsin
$835K -$152K -611 -16%
EP
1510
Eudaimonia Partners
Tennessee
$835K -$3K -12 -0.4%
AWM
1511
Accurate Wealth Management
Florida
$832K +$37.4K +150 +5%
WFAG
1512
Worth Financial Advisory Group
North Carolina
$830K +$156K +626 +25%
PFBT
1513
Parkside Financial Bank & Trust
Missouri
$830K -$32.2K -129 -4%
SBIA
1514
Sheaff Brock Investment Advisors
Indiana
$829K +$1.75K +7 +0.2%
WKSWA
1515
White Knight Strategic Wealth Advisors
New Jersey
$829K -$133K -533 -15%
SMA
1516
Sage Mountain Advisors
Georgia
$814K +$13.2K +53 +2%
NW
1517
Naviter Wealth
Arkansas
$812K +$70.6K +283 +10%
RT
1518
Rockland Trust
Massachusetts
$810K -$22.2K -89 -3%
BTWM
1519
Baker Tilly Wealth Management
Wisconsin
$809K -$370K -1,482 -33%
APA
1520
Astoria Portfolio Advisors
New York
$808K -$122K -487 -14%
DOA
1521
D'Orazio & Associates
Virginia
$808K +$156K +627 +26%
HCP
1522
Hexagon Capital Partners
Arkansas
$807K +$37.2K +149 +5%
PCM
1523
Penserra Capital Management
California
$805K -$116K -466 -13%
BCFD
1524
Boit C.F. David
$799K
WP
1525
Westmount Partners
California
$795K +$20.2K +81 +3%

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.