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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
CAL
1926
Capital Analysts LLC
Pennsylvania
$580K +$41.4K +141 +8%
IP
1927
Ignite Planners
California
$579K +$2.94K +10 +0.5%
PPWM
1928
Paragon Private Wealth Management
Kentucky
$579K +$115K +392 +27%
WPA
1929
West Paces Advisors
Georgia
$578K -$2.64K -9 -0.5%
WCM Investment Management
1930
WCM Investment Management
California
$578K +$179K +611 +50%
CSC
1931
Caldwell Sutter Capital
California
$577K -$30.6K -104 -5%
AWG
1932
Altus Wealth Group
Colorado
$577K -$432K -1,470 -44%
SCA
1933
Stokes Capital Advisors
South Carolina
$576K
CCA
1934
Clearwater Capital Advisors
Illinois
$575K -$5.58K -19 -1%
GA
1935
Geller Advisors
New York
$574K -$236K -802 -30%
SBIA
1936
Sheaff Brock Investment Advisors
Indiana
$574K -$363K -1,236 -40%
SGWM
1937
Sterling Group Wealth Management
California
$573K +$539K +1,835 New
VCM
1938
Vivaldi Capital Management
Illinois
$571K +$14.1K +48 +3%
KLWA
1939
Kelly Lawrence W & Associates
California
$571K
ACA
1940
Aspire Capital Advisors
Washington
$566K +$881 +3 +0.2%
WTFG
1941
Wells Trecaso Financial Group
Ohio
$564K +$12K +41 +2%
IFPG
1942
Intrepid Financial Planning Group
Indiana
$561K -$8.23K -28 -2%
ACM
1943
Alethea Capital Management
Washington
$557K +$56.7K +193 +12%
ECU
1944
Eisler Capital (US)
New York
$557K -$1.59M -5,400 -75%
LF
1945
Lantz Financial
Illinois
$556K +$25.6K +87 +5%
AC
1946
Allstate Corporation
Illinois
$554K -$1.47K -5 -0.3%
FNBTCON
1947
First National Bank & Trust Co of Newtown
Pennsylvania
$553K -$10.3K -35 -2%
RA
1948
Ransom Advisory
Rhode Island
$551K +$22.3K +76 +5%
VAS
1949
Vestmark Advisory Solutions
Massachusetts
$550K +$7.05K +24 +1%
ACM
1950
Arcataur Capital Management
Wisconsin
$549K -$2.94K -10 -0.6%

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.