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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
AF
1601
Apexium Financial
Texas
$721K +$22.5K +90 +3%
GITFIT
1602
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$720K +$74.9K +300 +14%
HT
1603
Headlands Technologies
Illinois
$720K -$846K -3,390 -56%
TCPWM
1604
Traverso Chambers Private Wealth Management
California
$719K +$21.5K +86 +3%
HGERS
1605
Householder Group Estate & Retirement Specialist
Arizona
$718K +$666K +2,670 New
BHPW
1606
Beverly Hills Private Wealth
California
$716K -$129K -517 -16%
FCAS
1607
First Command Advisory Services
Texas
$716K +$665K +2,664 New
CFO
1608
CVA Family Office
Colorado
$714K -$32.7K -131 -5%
AA
1609
Auxano Advisors
Washington
$711K +$20.7K +83 +3%
PNC
1610
Park National Corp
Ohio
$711K +$7.49K +30 +1%
FPWM
1611
FSB Premier Wealth Management
Iowa
$710K -$250 -1 -0%
DA
1612
Dillon & Associates
Michigan
$705K -$1.25K -5 -0.2%
BMCM
1613
Burns Matteson Capital Management
New York
$704K +$654K +2,619 New
FAM
1614
Formidable Asset Management
Ohio
$704K +$15.7K +63 +2%
IAS
1615
Insigneo Advisory Services
Florida
$704K +$36.2K +145 +6%
GA
1616
Geller Advisors
New York
$701K +$54.7K +219 +9%
Fiera Capital (Canada)
1617
Fiera Capital (Canada)
Quebec, Canada
$701K -$185K -742 -22%
WP
1618
Waycross Partners
Kentucky
$699K
Capstone Investment Advisors
1619
Capstone Investment Advisors
New York
$696K -$2.83M -11,330 -81%
CBB
1620
Citizens Business Bank
California
$693K
MCM
1621
McRae Capital Management
New Jersey
$692K +$61.1K +245 +11%
FHC
1622
First Heartland Consultants
Missouri
$692K
PWW
1623
Pettyjohn Wood & White
Virginia
$691K +$86.6K +347 +16%
CP
1624
Covenant Partners
Tennessee
$690K +$641K +2,568 New
LAM
1625
Lakewood Asset Management
Illinois
$689K

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.