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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
BWP
1551
BSW Wealth Partners
Colorado
$769K +$65.1K +261 +10%
IPW
1552
Impact Partnership Wealth
Georgia
$769K +$672K +2,694 +1,623%
SIG
1553
Spinnaker Investment Group
California
$768K +$5.49K +22 +0.8%
PIA
1554
Perennial Investment Advisors
California
$768K +$2K +8 +0.3%
KCM
1555
KRS Capital Management
Michigan
$766K +$36.7K +147 +5%
KA
1556
Kovack Advisors
Florida
$764K -$41.7K -167 -6%
MLL
1557
Moody Lynn & Lieberson
Massachusetts
$764K -$26.7K -107 -4%
BHWM
1558
Bar Harbor Wealth Management
New Hampshire
$762K -$31.2K -125 -4%
PP
1559
Patten & Patten
Tennessee
$762K -$49.4K -198 -7%
CFG
1560
Carr Financial Group
Massachusetts
$761K -$6.99K -28 -1%
CWS
1561
Cypress Wealth Services
California
$761K
PCMC
1562
Paragon Capital Management (Colorado)
Colorado
$758K
FCP
1563
Fidelis Capital Partners
Florida
$757K +$97.6K +391 +16%
ATC
1564
Adirondack Trust Company
New York
$756K +$30.7K +123 +5%
CHP
1565
Cable Hill Partners
Oregon
$755K +$17.5K +70 +3%
FBC
1566
Fairfield, Bush & Co
Connecticut
$755K -$5.35M -21,422 -88%
LGA
1567
Lebenthal Global Advisors
New York
$754K +$6.74K +27 +1%
OL
1568
Owen LaRue
Kentucky
$753K -$49.9K -200 -7%
SCA
1569
St. Clair Advisors
Ohio
$753K
PAA
1570
Peregrine Asset Advisers
Oregon
$753K +$699K +2,800 New
AAM
1571
Alphadyne Asset Management
New York
$752K +$699K +2,799 New
PCMM
1572
Piedmont Capital Management (Montana)
Montana
$752K +$11.2K +45 +2%
CGA
1573
Crescent Grove Advisors
Illinois
$752K -$2.25K -9 -0.3%
RI
1574
Ridgewood Investments
New Jersey
$750K -$612K -2,454 -47%
JWCA
1575
J.W. Cole Advisors
Florida
$748K +$72.9K +292 +12%

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.