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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
LWAM
1701
Legacy Wealth Asset Management
Minnesota
$864K -$9.81K -30 -1%
CIP
1702
Convergence Investment Partners
Florida
$863K -$2.84M -8,683 -76%
JWM
1703
Jeppson Wealth Management
California
$862K -$2.94K -9 -0.3%
SFI
1704
SPC Financial Inc
Maryland
$861K +$66.7K +204 +8%
EFA
1705
Evernest Financial Advisors
Indiana
$858K +$32.4K +99 +4%
DA
1706
Dillon & Associates
Michigan
$857K +$14.7K +45 +2%
APA
1707
Astoria Portfolio Advisors
New York
$856K +$30.4K +93 +4%
GBT
1708
Grove Bank & Trust
Florida
$856K +$34.3K +105 +4%
TL
1709
Tradewinds LLC
North Carolina
$856K +$46.1K +141 +6%
KP
1710
Keel Point
Alabama
$856K -$21.3K -65 -2%
FFO
1711
Fortitude Family Office
Arizona
$852K +$228K +697 +36%
AGC
1712
Aspen Grove Capital
Colorado
$851K
WKSWA
1713
White Knight Strategic Wealth Advisors
New Jersey
$850K -$12.8K -39 -1%
PCMM
1714
Piedmont Capital Management (Montana)
Montana
$845K -$54K -165 -6%
EWM
1715
Evermay Wealth Management
Virginia
$842K -$1.31K -4 -0.2%
WFA
1716
Wellspring Financial Advisors
Ohio
$840K -$37.9K -116 -4%
WCA
1717
Westover Capital Advisors
Delaware
$839K +$70.3K +215 +9%
SIM
1718
Sentry Investment Management
Wisconsin
$839K
EGM
1719
Engineers Gate Manager
New York
$838K -$2.73M -8,345 -76%
HFBOT
1720
Home Federal Bank of Tennessee
Tennessee
$837K +$33K +101 +4%
MIM
1721
Merrion Investment Management
New Jersey
$835K
CHP
1722
Cable Hill Partners
Oregon
$835K -$10.5K -32 -1%
DFCM
1723
Dark Forest Capital Management
Puerto Rico
$834K +$847K +2,589 New
BBI
1724
Baxter Bros Inc
Connecticut
$834K
CAGAS
1725
Capital Advisory Group Advisory Services
Minnesota
$833K +$4.91K +15 +0.6%

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.