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2,785 hedge funds and large institutions have $129B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,143 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 100

58% more funds holding in top 10

Funds holding in top 10: 5587 (+32)

19% more call options, than puts

Call options by funds: $2.6B | Put options by funds: $2.18B

10% more capital invested

Capital invested by funds: $117B → $129B (+$11.8B)

3% more funds holding

Funds holding: 2,7162,785 (+69)

7% more repeat investments, than reductions

Existing positions increased: 1,143 | Existing positions reduced: 1,065

0.11% less ownership

Funds ownership: 77%76.9% (-0.11%)

Holders
2,785
Holders Change
+69
Holders Change %
+2.54%
% of All Funds
40.22%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.26%
New
209
Increased
1,143
Reduced
1,065
Closed
100
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
1826
HF Advisory Group
Maryland
$680K +$54.6K +186 +9%
LMKC
1827
L.M. Kohn & Company
Ohio
$679K -$2.94K -10 -0.5%
PNC
1828
Park National Corp
Ohio
$673K -$21.4K -73 -3%
KA
1829
Kovack Advisors
Florida
$673K -$452K -1,540 -42%
RDIA
1830
RE Dickinson Investment Advisors
Iowa
$672K
EIA
1831
Edgemoor Investment Advisors
Maryland
$672K -$22K -75 -3%
BHA
1832
Beech Hill Advisors
New York
$672K
BHPW
1833
Beverly Hills Private Wealth
California
$671K -$99K -337 -14%
KWM
1834
Kolinsky Wealth Management
New Jersey
$671K +$78.7K +268 +14%
CCG
1835
Coastwise Capital Group
California
$669K -$59K -201 -9%
SIC
1836
Samalin Investment Counsel
New York
$669K +$45.2K +154 +8%
FHA
1837
Flagship Harbor Advisors
Massachusetts
$669K -$13.5K -46 -2%
PWP
1838
Perfromance Wealth Partners
Illinois
$667K -$8.11M -27,604 -93%
LAI
1839
Legal Advantage Investments
California
$666K +$1.47K +5 +0.2%
BFS
1840
Burkett Financial Services
South Carolina
$665K +$4.41K +15 +0.7%
WN
1841
Williams & Novak
California
$663K +$404K +1,374 +184%
AI
1842
Accredited Investors
Minnesota
$662K +$1.18K +4 +0.2%
JSW
1843
Journey Strategic Wealth
New Jersey
$662K +$334K +1,137 +116%
CCG
1844
Catalina Capital Group
California
$661K +$34.4K +117 +6%
XT
1845
XTX Topco
Cayman Islands
$661K +$621K +2,115 New
CCFM
1846
Clear Creek Financial Management
Washington
$660K +$101K +344 +19%
AAM
1847
Aureus Asset Management
Massachusetts
$660K -$142K -485 -19%
SCM
1848
SOL Capital Management
Maryland
$658K
HCM
1849
Howland Capital Management
Massachusetts
$657K +$881 +3 +0.1%
MCM
1850
Magnolia Capital Management
New York
$656K

AMGN Hedge Fund Activity: Q2 2024 in Review

2,785 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2024, worth a combined $129B — up 10% from $117B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AMGN positions and 100 closed out — a net gain of 109 holders — while 1,143 added to existing stakes and 1,065 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $653M. The largest seller was Barclays, cutting an estimated $722M.

  • 2,785 institutional investors held Amgen (AMGN) as of Q2 2024, up from 2,716 in Q1 2024.
  • Funds reported $129B of Amgen stock for Q2 2024, up 10% quarter-over-quarter.
  • 209 funds opened new Amgen positions in Q2 2024 and 100 closed out, a net change of +109 holders.
  • The largest Amgen buyer in Q2 2024 was Janus Henderson Group, an estimated $653M added.
  • The largest Amgen seller in Q2 2024 was Barclays, an estimated $722M sold.

Based on aggregated 13F filings for Q2 2024.