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Amgen
AMGN

Overview Fund Activity

2,766 hedge funds and large institutions have $128B invested in Amgen in 2024 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 1,136 increasing their positions, 1,059 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,766
Holders Change
+68
Holders Change %
+2.52%
% of All Funds
40.23%
Holding in Top 10
87
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+58.18%
% of All Funds
1.27%
New
208
Increased
1,136
Reduced
1,059
Closed
99
Calls
$2.6B
Puts
$2.18B
Net Calls
+$421M
Net Calls Change
+$284M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
2
Bank of America
Bank of America
North Carolina
+$499M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$432M
4
Capital International Investors
Capital International Investors
California
+$429M
5
Goldman Sachs
Goldman Sachs
New York
+$274M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$768M
2
BlackRock
BlackRock
New York
-$603M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$521M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
5
LSV Asset Management
LSV Asset Management
Illinois
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
2001
Portside Wealth Group
Utah
$481K -$11.6K -37 -2%
OFS
2002
Orrstown Financial Services
Pennsylvania
$481K +$12.5K +40 +3%
SCM
2003
Spreng Capital Management
Ohio
$478K -$7.81K -25 -2%
TW
2004
TritonPoint Wealth
Maryland
$477K -$25.6K -82 -5%
AFP
2005
Ausdal Financial Partners
Iowa
$476K -$49.7K -159 -9%
DWM
2006
Defined Wealth Management
Oregon
$476K +$3.75K +12 +0.8%
CCG
2007
Chatham Capital Group
Georgia
$475K – – –
WMA
2008
West Michigan Advisors
Michigan
$475K +$79.4K +254 +20%
USB
2009
Union Savings Bank
Connecticut
$475K – – –
BRIA
2010
Balanced Rock Investment Advisors
Massachusetts
$473K -$15K -48 -3%
MCWS
2011
McKinley Carter Wealth Services
West Virginia
$473K +$313 +1 +0.1%
VWM
2012
Vigilare Wealth Management
Arizona
$472K +$37.5K +120 +9%
TAM
2013
Townsend Asset Management
North Carolina
$472K +$25K +80 +6%
AFA
2014
American Financial Advisors
Georgia
$472K +$1.56K +5 +0.3%
LWM
2015
Lyell Wealth Management
California
$471K -$430K -1,375 -48%
CFA
2016
CWS Financial Advisors
Michigan
$471K -$5K -16 -1%
WEG
2017
World Equity Group
Illinois
$470K -$571K -1,829 -55%
DFS
2018
Dixon Fnancial Services
California
$470K – – –
BTWM
2019
Baker Tilly Wealth Management
Wisconsin
$470K -$451K -1,442 -49%
ECA
2020
Elevated Capital Advisors
Utah
$469K +$54.1K +173 +13%
TAM
2021
Taurus Asset Management
New York
$469K -$23.4K -75 -5%
PDM
2022
Penn Davis McFarland
Texas
$469K – – –
MTIM
2023
Marathon Trading Investment Management
Pennsylvania
$469K +$469K +1,500 New
MCP
2024
Mirador Capital Partners
California
$468K -$181K -579 -28%
SWP
2025
Semus Wealth Partners
Florida
$467K +$22.8K +73 +5%
79 80
81
82 83