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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
GLA
1901
Good Life Advisors
Pennsylvania
$418K -$25K -100 -6%
SCM
1902
Spreng Capital Management
Ohio
$418K
FNT
1903
First Nebraska Trust
Nebraska
$418K +$60.9K +244 +19%
FCM
1904
Fortis Capital Management
Washington
$417K +$3.24K +13 +0.8%
RIG
1905
Renaissance Investment Group
Massachusetts
$417K -$9.23K -37 -2%
FFBTD
1906
First Financial Bank - Trust Division
Ohio
$417K +$998 +4 +0.3%
FIBT
1907
First International Bank & Trust
North Dakota
$417K -$204K -816 -34%
LC
1908
Lindbrook Capital
California
$416K +$97.6K +391 +34%
TPWM
1909
Twelve Points Wealth Management
Massachusetts
$414K +$37.4K +150 +11%
FSA
1910
Financial Security Advisor
Virginia
$414K +$384K +1,540 New
PIA
1911
Petredis Investment Advisors
Pennsylvania
$414K
SPA
1912
Sherbrooke Park Advisers
New York
$411K +$382K +1,529 New
CWS
1913
Confluence Wealth Services
Pennsylvania
$410K -$38.7K -155 -9%
VWM
1914
Vigilare Wealth Management
Arizona
$410K +$250 +1 +0.1%
BAM
1915
Byrne Asset Management
New Jersey
$410K -$378K -1,516 Closed
SP
1916
Successful Portfolios
Florida
$410K +$499 +2 +0.1%
CCG
1917
Chatham Capital Group
Georgia
$408K +$2.25K +9 +0.6%
HCM
1918
Hengehold Capital Management
Ohio
$408K +$21.2K +85 +6%
OAM
1919
Occidental Asset Management
California
$407K +$378K +1,514 New
XWM
1920
Xcel Wealth Management
Florida
$406K -$1.43M -5,736 -79%
DWM
1921
Defined Wealth Management
Oregon
$405K +$3.99K +16 +1%
DFS
1922
Dixon Fnancial Services
California
$404K
FOA
1923
Five Oceans Advisors
California
$404K +$4.74K +19 +1%
SEP
1924
Southland Equity Partners
Missouri
$404K +$46.9K +188 +14%
PWG
1925
Portside Wealth Group
Utah
$404K +$4.24K +17 +1%

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.