2,698 hedge funds and large institutions have $122B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 972 increasing their positions, 1,044 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,698
Holders Change
+210
Holders Change %
+8.44%
% of All Funds
39.55%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.16%
New
338
Increased
972
Reduced
1,044
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
1601
Transatlantique Private Wealth
New York
$829K
CP
1602
Castleview Partners
Texas
$829K +$134K +466 +19%
DGAM
1603
Desjardins Global Asset Management
Quebec, Canada
$829K -$138K -480 -14%
PCMC
1604
Paragon Capital Management (Colorado)
Colorado
$827K +$15.3K +53 +2%
CWM
1605
Chemistry Wealth Management
New York
$827K
AWM
1606
Allen Wealth Management
North Carolina
$826K +$826K +2,869 New
SC
1607
Sapient Capital
Indiana
$825K +$825K +2,864 New
WKSWA
1608
White Knight Strategic Wealth Advisors
New Jersey
$823K -$64.8K -225 -7%
LWM
1609
Lyell Wealth Management
California
$823K -$4.32K -15 -0.5%
WAM
1610
Weatherly Asset Management
California
$822K -$19.3K -67 -2%
LT
1611
Legacy Trust
Michigan
$819K -$9.51K -33 -1%
MLL
1612
Moody Lynn & Lieberson
Massachusetts
$819K
BWP
1613
BSW Wealth Partners
Colorado
$817K -$6.91K -24 -0.8%
IAS
1614
Insigneo Advisory Services
Florida
$815K +$60.8K +211 +8%
PWA
1615
Phoenix Wealth Advisors
North Carolina
$814K -$2.68K -9 -0.3%
CFG
1616
Carr Financial Group
Massachusetts
$813K
CWS
1617
Cypress Wealth Services
California
$810K -$5.18K -18 -0.6%
SIG
1618
Spinnaker Investment Group
California
$810K -$13.2K -46 -2%
GFS
1619
GYL Financial Synergies
Connecticut
$810K -$24.8K -86 -3%
SIM
1620
Sentry Investment Management
Wisconsin
$808K -$86.7K -301 -10%
OL
1621
Owen LaRue
Kentucky
$807K +$288 +1 +0%
SCA
1622
St. Clair Advisors
Ohio
$806K
CGA
1623
Crescent Grove Advisors
Illinois
$806K
BHWM
1624
Bar Harbor Wealth Management
New Hampshire
$803K -$14.1K -49 -2%
NPFS
1625
Novak & Powell Financial Services
Florida
$803K +$803K +2,787 New