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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
PWM
1526
Paulson Wealth Management
Illinois
$794K +$252K +1,010 +52%
SF
1527
Summit Financial
New Jersey
$794K -$845K -3,384 -53%
WP
1528
WealthShield Partners
North Carolina
$793K +$736K +2,950 New
VIM
1529
Vista Investment Management
Pennsylvania
$791K -$20.5K -82 -3%
PCS
1530
Personal CFO Solutions
New Jersey
$789K +$37.2K +149 +5%
CAI
1531
Capital Advisors Inc
Oklahoma
$789K -$201K -807 -22%
JF
1532
JSF Financial
California
$789K +$482K +1,932 +193%
CFAM
1533
Center For Asset Management
Florida
$788K -$7.99K -32 -1%
WAM
1534
Weatherly Asset Management
California
$785K -$25K -100 -3%
CAMV
1535
Concord Asset Management (Virginia)
Virginia
$785K +$184K +738 +34%
BIA
1536
Barry Investment Advisors
Massachusetts
$784K -$250 -1 -0%
NCM
1537
Northwest Capital Management
Oregon
$784K
SAM
1538
Strategy Asset Managers
California
$784K -$701K -2,807 -49%
QFA
1539
Quantum Financial Advisors
California
$784K +$4.24K +17 +0.6%
CD
1540
Chapin Davis
Maryland
$783K +$75.1K +301 +12%
TC
1541
Toews Corporation
New Jersey
$779K +$724K +2,900 New
GFS
1542
GYL Financial Synergies
Connecticut
$779K +$4.24K +17 +0.6%
OFG
1543
Oxford Financial Group
Indiana
$779K -$89.6K -359 -11%
AWG
1544
Altus Wealth Group
Colorado
$778K -$7.49K -30 -1%
BBI
1545
Baxter Bros Inc
Connecticut
$773K +$6.24K +25 +0.9%
LT
1546
Legacy Trust
Michigan
$773K -$449K -1,800 -38%
TPW
1547
Transatlantique Private Wealth
New York
$773K +$998 +4 +0.1%
LWM
1548
Lyell Wealth Management
California
$772K
CWM
1549
Chemistry Wealth Management
New York
$771K
PBC
1550
Pavion Blue Capital
California
$770K -$12K -48 -1%

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.