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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
WTA
1976
Washington Trust Advisors
Massachusetts
$366K
PAM
1977
Private Asset Management
California
$366K -$171K -687 -34%
HCM
1978
Hutchinson Capital Management
California
$365K +$9.73K +39 +3%
GLLW
1979
Graves Light Lenhart Wealth
Virginia
$362K
CTB
1980
Country Trust Bank
Illinois
$362K +$162K +648 +93%
HC
1981
Hourglass Capital
Texas
$362K
IIC
1982
Integrated Investment Consultants
Michigan
$361K -$36.7K -147 -10%
PG
1983
Prostatis Group
Maryland
$361K -$13.4M -53,633 -98%
BFG
1984
Bouchey Financial Group
New York
$361K +$89.8K +360 +37%
SCA
1985
STALEY CAPITAL ADVISERS
Pennsylvania
$360K +$1.25K +5 +0.4%
RC
1986
Rovin Capital
Arizona
$360K +$334K +1,340 New
TIA
1987
Tiemann Investment Advisors
California
$359K
BTIM
1988
BancFirst Trust & Investment Management
Oklahoma
$358K
BEC
1989
Blue Edge Capital
Virginia
$358K
KPWG
1990
KFA Private Wealth Group
Virginia
$358K -$9.23K -37 -3%
PCP
1991
Proficio Capital Partners
Massachusetts
$358K +$42.7K +171 +15%
RC
1992
Roundview Capital
New Jersey
$358K -$12.5K -50 -4%
WCFA
1993
Walkner Condon Financial Advisors
Wisconsin
$357K +$98.6K +395 +42%
HS
1994
Horan Securities
United States
$356K +$499 +2 +0.2%
TSS
1995
Thomas Story & Son
Indiana
$356K
SFG
1996
Summit Financial Group
West Virginia
$356K
HWA
1997
HHM Wealth Advisors
Tennessee
$355K
HAS
1998
Holland Advisory Services
Florida
$354K +$749 +3 +0.2%
ORC
1999
O'Rourke & Company
Massachusetts
$353K +$1.25K +5 +0.4%
AR
2000
Advisory Research
Illinois
$353K -$29.7K -119 -8%

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.