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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
1676
Ontario Teachers' Pension Plan Board
Ontario, Canada
$898K -$2.32M -7,088 -72%
CFAM
1677
Center For Asset Management
Florida
$897K +$7.85K +24 +0.9%
SDWMA
1678
Schneider Downs Wealth Management Advisors
Pennsylvania
$893K -$2.94K -9 -0.3%
BWCS
1679
Beirne Wealth Consulting Services
Connecticut
$893K
YIH
1680
Y-Intercept (HK)
Hong Kong
$893K -$574K -1,756 -39%
KCIC
1681
Kuhn & Co Investment Counsel
Illinois
$892K
EDRIA
1682
Edmonds Duncan Registered Investment Advisors
Kansas
$891K +$5.23K +16 +0.6%
MMPW
1683
Mitchell McLeod Pugh & Williams
Alabama
$888K
AWM
1684
Accurate Wealth Management
Florida
$886K -$16K -49 -2%
PWP
1685
Private Wealth Partners
California
$886K +$474K +1,450 +112%
RA
1686
Riverstone Advisors
Texas
$885K
MWA
1687
Midland Wealth Advisors
Illinois
$884K -$166K -508 -16%
WCF
1688
West Coast Financial
California
$882K -$65.1K -199 -7%
CC
1689
Callan Capital
California
$882K +$28.5K +87 +3%
HCP
1690
Hexagon Capital Partners
Arkansas
$880K -$42.5K -130 -5%
NF
1691
Nikulski Financial
Iowa
$877K -$10.5K -32 -1%
HWMO
1692
Heritage Wealth Management (Ohio)
Ohio
$877K +$327 +1 +0%
GCP
1693
GSA Capital Partners
United Kingdom
$876K +$890K +2,720 New
WE
1694
Wealth Effects
Massachusetts
$873K +$327 +1 +0%
MA
1695
MJP Associates
Connecticut
$868K -$59.5K -182 -6%
PIA
1696
Perennial Investment Advisors
California
$866K +$17.3K +53 +2%
PWPS
1697
Pinnacle Wealth Planning Services
Ohio
$866K +$1.64K +5 +0.2%
PWA
1698
Phoenix Wealth Advisors
North Carolina
$865K -$2.94K -9 -0.3%
BHWM
1699
Bar Harbor Wealth Management
New Hampshire
$865K
OL
1700
Owen LaRue
Kentucky
$865K

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.