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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
AIM
1826
Arcadia Investment Management
Michigan
$487K
CFS
1827
Commonwealth Financial Services
West Virginia
$487K +$452K +1,811 New
CCA
1828
Clearwater Capital Advisors
Illinois
$485K
FDS
1829
Freedom Day Solutions
Texas
$483K -$138K -552 -23%
BIA
1830
BHK Investment Advisors
Alabama
$482K -$57.1K -229 -11%
IAMOG
1831
Investors Asset Management of Georgia
Georgia
$481K
LC
1832
Landaas & Company
Wisconsin
$481K
ATWA
1833
Arbor Trust Wealth Advisors
Michigan
$481K -$2.75K -11 -0.6%
WCG
1834
Weaver Consulting Group
California
$479K +$25K +100 +6%
ACM
1835
Arcataur Capital Management
Wisconsin
$478K
PWAG
1836
Polaris Wealth Advisory Group
California
$477K +$443K +1,775 New
THWM
1837
Taylor Hoffman Wealth Management
Virginia
$476K
GAB
1838
German American Bancorp
Indiana
$474K +$19.5K +78 +5%
SDWMA
1839
Schneider Downs Wealth Management Advisors
Pennsylvania
$474K +$15K +60 +4%
CWM
1840
Connecticut Wealth Management
Connecticut
$474K +$44.2K +177 +11%
BA
1841
Ballast Advisors
Minnesota
$472K -$12.7K -51 -3%
OIA
1842
Optimum Investment Advisors
Illinois
$471K
EBA
1843
Eagle Bay Advisors
New York
$470K +$68.9K +276 +19%
LCC
1844
Lincoln Capital Corp
Rhode Island
$470K -$67.4K -270 -13%
BCM
1845
BlueCrest Capital Management
Jersey
$468K +$434K +1,741 New
SA
1846
Scarborough Advisors
Maryland
$466K +$433K +1,734 New
DTC
1847
Davidson Trust Company
Washington
$466K +$18K +72 +4%
SFA
1848
Seneca Financial Advisors
New York
$464K
CAL
1849
Capital Analysts LLC
Pennsylvania
$462K +$30.2K +121 +8%
BB
1850
Berkshire Bank
Massachusetts
$461K +$49.9K +200 +13%

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.