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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
BTI
1751
Blue Trust Inc
Georgia
$554K +$89.6K +359 +17%
SFG
1752
Sunburst Financial Group
Alabama
$551K -$7.49K -30 -1%
SQA
1753
Simon Quick Advisors
New Jersey
$551K +$74.9K +300 +17%
WMA
1754
West Michigan Advisors
Michigan
$550K +$511K +2,046 New
FTC
1755
Farmers Trust Company
Ohio
$550K -$1.75K -7 -0.3%
MIM
1756
Merrion Investment Management
New Jersey
$549K -$49.9K -200 -9%
IAG
1757
Investment Advisory Group
Massachusetts
$548K +$4.49K +18 +0.9%
FCA
1758
FLC Capital Advisors
California
$547K -$44.2K -177 -8%
LMKC
1759
L.M. Kohn & Company
Ohio
$545K
PI
1760
PFG Investments
New York
$545K +$42.7K +171 +9%
FMLI
1761
Fukoku Mutual Life Insurance
Japan
$545K
MAM
1762
Meeder Asset Management
Ohio
$543K -$11.7M -46,768 -96%
EB
1763
Eastern Bank
Massachusetts
$543K
CSC
1764
Caldwell Sutter Capital
California
$542K -$6.74K -27 -1%
KP
1765
Keel Point
Alabama
$542K +$33.4K +134 +7%
RB
1766
Renasant Bank
Mississippi
$542K +$2.75K +11 +0.5%
CFMC
1767
Curbstone Financial Management Corp
New Hampshire
$541K
LFA
1768
LGT Financial Advisors
Texas
$540K -$58.9K -236 -11%
TCMP
1769
Thrive Capital Management (Pennsylvania)
Pennsylvania
$540K +$22.7K +91 +5%
AF
1770
Advisornet Financial
Minnesota
$540K -$1.7M -6,813 -77%
DAM
1771
Doheny Asset Management
California
$539K -$125K -500 -20%
CCA
1772
Childress Capital Advisors
Texas
$539K +$498K +1,994 New
FEM
1773
Fulcrum Equity Management
Texas
$538K +$2K +8 +0.4%
NF
1774
Nikulski Financial
Iowa
$537K +$124K +495 +33%
CT
1775
Columbia Trust
Oregon
$537K

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.