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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
FBT
1876
First Bankers Trust
Kentucky
$435K
SFP
1877
Shepherd Financial Partners
Massachusetts
$434K -$2.25K -9 -0.6%
EFG
1878
Everhart Financial Group
Ohio
$434K +$102K +409 +34%
PIA
1879
Pinion Investment Advisors
Kansas
$434K +$403K +1,614 New
NG
1880
Northstar Group
New York
$433K
MCWS
1881
McKinley Carter Wealth Services
West Virginia
$433K +$11.2K +45 +3%
LWA
1882
Lineweaver Wealth Advisors
Ohio
$431K +$46.2K +185 +13%
EFSCE
1883
Enterprise Financial Services Corp (EFSC)
Missouri
$431K +$10.2K +41 +3%
KIA
1884
KLR Investment Advisors
Rhode Island
$431K +$12.5K +50 +3%
CJFS
1885
Coulter & Justus Financial Services
Tennessee
$430K
MWM
1886
Merriman Wealth Management
Washington
$429K -$12K -48 -3%
VCM
1887
Vivaldi Capital Management
Illinois
$429K +$1.5K +6 +0.4%
AAM
1888
Aureus Asset Management
Massachusetts
$429K +$162K +650 +69%
HFA
1889
High Falls Advisors
New York
$427K +$25K +100 +7%
C
1890
Certuity
Florida
$426K -$3.99K -16 -1%
GWANC
1891
Guardian Wealth Advisors (North Carolina)
North Carolina
$425K -$499 -2 -0.1%
CFA
1892
CWS Financial Advisors
Michigan
$424K +$8.98K +36 +2%
SWM
1893
SFG Wealth Management
Maryland
$423K
TAM
1894
Taurus Asset Management
New York
$423K
RIS
1895
Retirement Income Solutions
Michigan
$422K -$37.4K -150 -9%
WFM
1896
Wolff Financial Management
Michigan
$421K +$391K +1,568 New
CWM
1897
Centurion Wealth Management
Virginia
$421K +$749 +3 +0.2%
IWA
1898
IVC Wealth Advisors
Pennsylvania
$420K +$5.74K +23 +1%
KWM
1899
Keebeck Wealth Management
Illinois
$420K +$6.24K +25 +2%
RVPG
1900
Relative Value Partners Group
$419K +$389K +1,557 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.