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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
CAS
1726
CTC Alternative Strategies
Illinois
$591K +$549K +2,200 New
LRIC
1727
Long Road Investment Counsel
Michigan
$591K
HAG
1728
HF Advisory Group
Maryland
$589K +$17.2K +69 +3%
FMN
1729
Financial Management Network
California
$587K +$499 +2 +0.1%
MCM
1730
Monument Capital Management
Virginia
$583K +$171K +687 +46%
MA
1731
MJP Associates
Connecticut
$580K +$128K +511 +31%
MAM
1732
MWA Asset Management
Massachusetts
$579K +$538K +2,154 New
RDIA
1733
RE Dickinson Investment Advisors
Iowa
$578K
BHA
1734
Beech Hill Advisors
New York
$578K
FWP
1735
FAS Wealth Partners
Kansas
$576K +$535K +2,143 New
EWG
1736
Executive Wealth Group
Washington
$574K
AR
1737
Apeiron RIA
Texas
$570K +$18.2K +73 +4%
LF
1738
Lantz Financial
Illinois
$568K +$24K +96 +5%
PP
1739
PDS Planning
Ohio
$568K +$37.4K +150 +8%
ET
1740
Equitable Trust
Tennessee
$567K +$18.2K +73 +4%
SCM
1741
SOL Capital Management
Maryland
$566K
VCP
1742
Verus Capital Partners
Arizona
$564K -$4.99K -20 -0.9%
MCM
1743
Magnolia Capital Management
New York
$564K
NB
1744
Northwest Bancshares
Pennsylvania
$561K -$9.73K -39 -2%
KIG
1745
Kennedy Investment Group
New Jersey
$560K +$3.99K +16 +0.8%
CAL
1746
Capital Advisors Ltd
Ohio
$558K +$13.7K +55 +3%
1WA
1747
180 Wealth Advisors
Washington
$558K -$4.49K -18 -0.9%
HA
1748
Herold Advisors
New York
$557K +$176K +707 +52%
CFP
1749
Catalyst Financial Partners
Massachusetts
$557K +$223K +892 +75%
BHIA
1750
Birch Hill Investment Advisors
Massachusetts
$554K

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.