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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
PK
1626
Pflug Koory
Nebraska
$687K -$250 -1 -0%
HWM
1627
Hemington Wealth Management
Virginia
$686K -$18K -72 -3%
CIM
1628
CIM Investment Management
Pennsylvania
$684K -$13.7K -55 -2%
SWA
1629
SFMG Wealth Advisors
Texas
$684K +$11.5K +46 +2%
FMWA
1630
Forvis Mazars Wealth Advisors
Missouri
$684K +$157K +631 +33%
MSFS
1631
Main Street Financial Solutions
Pennsylvania
$682K +$28.2K +113 +5%
RWMG
1632
Redwood Wealth Management Group
New Jersey
$681K -$4.99K -20 -0.8%
AGC
1633
Aspen Grove Capital
Colorado
$679K +$23.2K +93 +4%
CSB
1634
City State Bank
Iowa
$679K +$43.7K +175 +7%
CAM
1635
CPA Asset Management
Florida
$679K
CA
1636
Claro Advisors
Massachusetts
$678K +$163K +654 +35%
MLA
1637
My Legacy Advisors
Oregon
$678K +$603K +2,415 New
RIM
1638
Redwood Investment Management
Arizona
$675K -$1.4M -5,621 -69%
ECU
1639
Eisler Capital (US)
New York
$674K +$626K +2,509 New
WFA
1640
Wellspring Financial Advisors
Ohio
$673K -$1.75K -7 -0.3%
KFS
1641
Kurt F. Somerville
$672K -$31.2K -125 -5%
PIMJS
1642
PKO Investment Management Joint-Stock
Poland
$672K -$6.17M -24,733 -91%
LCM
1643
Lazari Capital Management
California
$671K -$346K -1,385 -36%
LWM
1644
Liberty Wealth Management
California
$671K +$3.74K +15 +0.6%
PFA
1645
Pure Financial Advisors
California
$669K +$110K +442 +22%
GCM
1646
Graham Capital Management
Connecticut
$668K +$279K +1,117 +82%
PL
1647
Plancorp LLC
Missouri
$666K +$3.99K +16 +0.6%
ACM
1648
Armbruster Capital Management
New York
$665K
MHIC
1649
Marble Harbor Investment Counsel
Massachusetts
$665K +$68.1K +273 +12%
SRC
1650
Sage Rhino Capital
California
$665K +$998 +4 +0.2%

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.