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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
IFS
1851
Ifrah Financial Services
Arkansas
$461K -$3.24K -13 -0.8%
EWM
1852
Elite Wealth Management
Washington
$458K -$175K -700 -29%
CL
1853
CSS LLC
Illinois
$457K -$200K -800 -32%
HVIA
1854
Hudson Valley Investment Advisors
New York
$457K -$131K -524 -24%
VCAM
1855
Van Cleef Asset Management
Ohio
$456K
AGWCA
1856
Annis Gardner Whiting Capital Advisors
Florida
$456K +$423K +1,697 New
LSPW
1857
Lake Street Private Wealth
Illinois
$456K +$3.99K +16 +1%
WA
1858
WBH Advisory
Maryland
$455K +$3.49K +14 +0.8%
WTFG
1859
Wells Trecaso Financial Group
Ohio
$454K -$49.7K -199 -11%
DIM
1860
Delta Investment Management
California
$454K +$62.1K +249 +17%
SIC
1861
Sterling Investment Counsel
New York
$453K -$22.2K -89 -5%
DIA
1862
Dana Investment Advisors
Wisconsin
$453K -$11.2K -45 -3%
QPW
1863
Quantum Private Wealth
Florida
$452K -$44.9K -180 -10%
KWM
1864
Kolinsky Wealth Management
New Jersey
$450K +$2.75K +11 +0.7%
ACA
1865
Ascension Capital Advisors
Texas
$449K +$17K +68 +4%
USB
1866
Union Savings Bank
Connecticut
$447K
PWM
1867
PRW Wealth Management
Massachusetts
$447K
GHAM
1868
Gilman Hill Asset Management
Connecticut
$445K
AFG
1869
Alterity Financial Group
Maine
$444K
WP
1870
WMS Partners
Maryland
$443K -$14.5K -58 -3%
BFA
1871
Bill Few Associates
Pennsylvania
$439K
EAM
1872
Evanson Asset Management
California
$438K -$2.5K -10 -0.6%
UF
1873
Univest Financial
Pennsylvania
$437K -$171K -687 -30%
BAM
1874
Beaumont Asset Management
Texas
$437K -$16.5K -66 -4%
CCIA
1875
Campbell & Co Investment Adviser
Maryland
$436K +$405K +1,624 New

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.