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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
CCM
1776
Cohen Capital Management
California
$536K
FWIA
1777
Fort Washington Investment Advisors
Ohio
$535K -$26.7K -107 -5%
AOWM
1778
Alpha Omega Wealth Management
Virginia
$534K -$46.7K -187 -9%
GB
1779
Goepper Burkhardt
South Carolina
$533K
HCM
1780
Howland Capital Management
Massachusetts
$532K -$105K -420 -18%
GEA
1781
Glen Eagle Advisors
New Jersey
$531K -$12.2K -49 -2%
LBWM
1782
Left Brain Wealth Management
Illinois
$531K +$40.9K +164 +9%
FHA
1783
Flagship Harbor Advisors
Massachusetts
$530K -$15K -60 -3%
CG
1784
Corundum Group
Colorado
$529K -$107K -428 -18%
BWM
1785
Baystate Wealth Management
Massachusetts
$528K +$7.49K +30 +2%
CWM
1786
Calamos Wealth Management
Illinois
$528K +$49.4K +198 +11%
ITIM
1787
Indiana Trust & Investment Management
Indiana
$527K
CANC
1788
Culbertson A N & Co
Virginia
$527K +$54.9K +220 +13%
MA
1789
MONECO Advisors
Connecticut
$527K +$44.7K +179 +10%
IA
1790
Insight Advisors
Pennsylvania
$525K -$193K -772 -28%
3F
1791
360 Financial
Minnesota
$524K
HC
1792
Hamilton Capital
Ohio
$524K +$70.1K +281 +17%
ECAM
1793
East Coast Asset Management
Massachusetts
$524K
HFS
1794
Howard Financial Services
Texas
$523K -$6.74K -27 -1%
BBP
1795
Banco BTG Pactual
Brazil
$520K +$482K +1,933 New
SPI
1796
Santori & Peters Inc
Pennsylvania
$519K +$3.49K +14 +0.7%
TRIA
1797
Trail Ridge Investment Advisors
Colorado
$518K +$2.25K +9 +0.5%
TA
1798
Tiedemann Advisors
New York
$515K +$203K +814 +74%
WFI
1799
West Family Investments
California
$515K -$98.3K -394 -17%
Jones Financial Companies
1800
Jones Financial Companies
Missouri
$514K -$62.6K -251 -12%

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.