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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1951
Scarborough Advisors
Maryland
$591K +$27.1K +83 +5%
CCA
1952
Clearwater Capital Advisors
Illinois
$589K -$3.6K -11 -0.6%
RFS
1953
Richardson Financial Services
Massachusetts
$586K
GAB
1954
German American Bancorp
Indiana
$586K +$32.7K +100 +6%
DTC
1955
Davidson Trust Company
Washington
$581K +$28.8K +88 +5%
BWP
1956
Balboa Wealth Partners
Arizona
$579K +$197K +603 +51%
IFPG
1957
Intrepid Financial Planning Group
Indiana
$579K
LF
1958
LifeSteps Financial
California
$576K +$166K +509 +40%
CSC
1959
Caldwell Sutter Capital
California
$574K -$21.9K -67 -4%
NAS
1960
Nicolet Advisory Services
Wisconsin
$572K -$33K -101 -5%
FIM
1961
Fruth Investment Management
Texas
$572K -$33.7K -103 -5%
FNBTCON
1962
First National Bank & Trust Co of Newtown
Pennsylvania
$570K
RA
1963
Ransom Advisory
Rhode Island
$568K
MWM
1964
Merriman Wealth Management
Washington
$568K -$36K -110 -6%
ACM
1965
Arcataur Capital Management
Wisconsin
$566K -$654 -2 -0.1%
SNB
1966
Security National Bank
Nebraska
$565K
KLWA
1967
Kelly Lawrence W & Associates
California
$564K -$24.5K -75 -4%
GFPC
1968
Global Financial Private Client
Florida
$563K +$39.3K +120 +7%
TCBWMS
1969
Texas Capital Bank Wealth Management Services
Texas
$563K +$337K +1,031 +144%
SSW
1970
Stone Summit Wealth
Florida
$563K
ICM
1971
Intrepid Capital Management
Florida
$562K +$36K +110 +7%
BFG
1972
Bouchey Financial Group
New York
$560K +$10.8K +33 +2%
BEC
1973
Blue Edge Capital
Virginia
$558K
SFA
1974
Seneca Financial Advisors
New York
$556K
TW
1975
TritonPoint Wealth
Maryland
$555K +$63.5K +194 +13%

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.