We are live on ! Find out more

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
WCM
2026
WealthBridge Capital Management
Ohio
$334K +$8.23K +33 +3%
FA
2027
Financial Advisors
Massachusetts
$334K
VCM
2028
Virtue Capital Management
Tennessee
$334K
BRM
2029
Boston Research & Management
Massachusetts
$332K
ACA
2030
Anchor Capital Advisors
Massachusetts
$332K
GC
2031
Globeflex Capital
California
$332K
AO
2032
Advisor OS
Illinois
$332K +$48.2K +193 +19%
PL
2033
Parthenon LLC
Kentucky
$330K
CWM
2034
Cornerstone Wealth Management
Missouri
$329K +$38.2K +153 +14%
OAM
2035
Oberweis Asset Management
Illinois
$329K -$39.7K -159 -11%
DIA
2036
Davidson Investment Advisors
Montana
$329K +$305K +1,223 New
FIB
2037
First Interstate Bank
Montana
$328K +$4.99K +20 +2%
RIA
2038
Realta Investment Advisors
Delaware
$328K -$17.5K -70 -5%
HIIFS
2039
Harel Insurance Investments & Financial Services
Israel
$328K +$305K +1,222 New
BW
2040
BIP Wealth
Georgia
$327K +$3.99K +16 +1%
CF
2041
Centaurus Financial
California
$327K +$35.4K +142 +13%
OFG
2042
Omega Financial Group
California
$327K +$3.74K +15 +1%
TIA
2043
Traphagen Investment Advisors
New Jersey
$326K +$8.23K +33 +3%
APC
2044
Asset Planning Corporation
Tennessee
$325K
PCIG
2045
Partners Capital Investment Group
Massachusetts
$323K +$300K +1,202 New
AL
2046
ADE LLC
Maryland
$323K
JCM
2047
Jag Capital Management
Missouri
$323K
CFS
2048
Cannon Financial Strategists
Georgia
$323K +$299K +1,200 New
NRS
2049
Neville Rodie & Shaw
New York
$322K
SBWIC
2050
Schaper Benz & Wise Investment Counsel
Wisconsin
$321K

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.