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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
RB
1701
Rodgers Brothers
Pennsylvania
$615K -$1.45M -5,800 -72%
WIC
1702
Woodmont Investment Counsel
Tennessee
$615K -$35.2K -141 -6%
TA
1703
Trellis Advisors
Washington
$615K +$8.23K +33 +1%
CG
1704
CFO4Life Group
Texas
$614K -$9.23K -37 -2%
HFBOT
1705
Home Federal Bank of Tennessee
Tennessee
$612K -$30.4K -122 -5%
ACP
1706
Aveo Capital Partners
Colorado
$612K +$120K +481 +27%
WDL
1707
Well Done LLC
Michigan
$611K -$1.75K -7 -0.3%
RIM
1708
RW Investment Management
Idaho
$611K
DS
1709
DRW Securities
Illinois
$610K -$6.24K -25 -1%
BIP
1710
Blueprint Investment Partners
North Carolina
$609K +$566K +2,267 New
NSB
1711
Norway Savings Bank
Maine
$606K +$6.49K +26 +1%
SCA
1712
Stokes Capital Advisors
South Carolina
$606K -$21.2K -85 -4%
CWAG
1713
Compton Wealth Advisory Group
Virginia
$606K
KLCM
1714
KG&L Capital Management
Louisiana
$605K -$740K -2,965 -57%
MMPW
1715
Mitchell McLeod Pugh & Williams
Alabama
$604K +$36.7K +147 +7%
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
$604K -$5.49K -22 -1%
PMFA
1717
Plante Moran Financial Advisors
Michigan
$602K
AP
1718
Advisors Preferred
Maryland
$600K +$14.5K +58 +3%
NWM
1719
Northcape Wealth Management
New York
$598K -$46.2K -185 -8%
PPW
1720
Pasadena Private Wealth
California
$598K -$99.8K -400 -15%
DDC
1721
DF Dent & Co
Maryland
$596K
FAG
1722
Fortitude Advisory Group
Washington
$595K +$11.2K +45 +2%
WOSD
1723
WFA of San Diego
California
$594K -$19.5K -78 -3%
MSCM
1724
McElhenny Sheffield Capital Management
Texas
$594K
FNC
1725
First National Corp
Massachusetts
$594K -$5.49K -22 -1%

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.