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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
SWP
1926
Semus Wealth Partners
Florida
$404K +$2.25K +9 +0.6%
KOCAA
1927
Knights of Columbus Asset Advisors
Connecticut
$403K +$7.99K +32 +2%
PDM
1928
Penn Davis McFarland
Texas
$403K
Members Trust
1929
Members Trust
Florida
$402K
WP
1930
WealthSpring Partners
California
$401K -$4.99K -20 -1%
T
1931
TNF
Montana
$399K -$45.7K -183 -11%
AWAP
1932
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$399K
IDA
1933
Intelligence Driven Advisers
California
$396K +$105K +419 +39%
AI
1934
Accredited Investors
Minnesota
$395K +$499 +2 +0.1%
HP
1935
Hyperion Partners
Pennsylvania
$394K +$12.7K +51 +4%
CAM
1936
Cozad Asset Management
Illinois
$393K
SIM
1937
SSI Investment Management
California
$393K -$4.99K -20 -1%
KFGK
1938
Keystone Financial Group (Kentucky)
Kentucky
$392K +$12.2K +49 +3%
BAAM
1939
Baker Avenue Asset Management
California
$392K +$17.2K +69 +5%
PO
1940
Private Ocean
California
$391K -$73.1K -293 -17%
FAN
1941
Financial Advisors Network
California
$390K +$362K +1,451 New
CB
1942
CNB Bank
Pennsylvania
$389K -$46.2K -185 -11%
EWA
1943
ERTS Wealth Advisors
Michigan
$389K -$2.25K -9 -0.6%
BFC
1944
Bedel Financial Consulting
Indiana
$389K
CST
1945
Charles Schwab Trust
Nevada
$388K -$25K -100 -6%
SPFA
1946
Summit Place Financial Advisors
New Jersey
$388K -$7.49K -30 -2%
BIG
1947
Builder Investment Group
Georgia
$387K
NFG
1948
Nadler Financial Group
Illinois
$387K +$1.5K +6 +0.4%
HDIM
1949
Hanson & Doremus Investment Management
Vermont
$387K
TAM
1950
Townsend Asset Management
North Carolina
$384K +$5.49K +22 +2%

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.