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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
CWM
2051
Curi Wealth Management
North Carolina
$320K -$69.4K -278 -19%
SF
2052
Slagle Financial
Illinois
$318K +$295K +1,184 New
D
2053
Diversified
Delaware
$318K +$5.24K +21 +2%
TSS
2054
Two Sigma Securities
New York
$317K -$960K -3,845 -77%
HBWM
2055
Hollow Brook Wealth Management
New York
$317K
SOS
2056
Silver Oak Securities
Tennessee
$317K -$884K -3,542 -75%
CWM
2057
Cahaba Wealth Management
Georgia
$316K -$156K -627 -35%
MWPCG
2058
Measured Wealth Private Client Group
New Hampshire
$316K -$12.2K -49 -4%
MCP
2059
Mirador Capital Partners
California
$316K -$44.2K -177 -13%
IBOK
2060
Independence Bank of Kentucky
Kentucky
$316K -$31.2K -125 -10%
AFA
2061
American Financial Advisors
Georgia
$315K +$2K +8 +0.7%
KA
2062
Klingman & Associates
New York
$315K -$6.74K -27 -2%
AFP
2063
Alpha Financial Partners
Kentucky
$314K +$6.24K +25 +2%
GWM
2064
Gray Wealth Management
Maine
$314K -$9.23K -37 -3%
BFAG
2065
Blackston Financial Advisory Group
Florida
$314K +$6.74K +27 +2%
SPWG
2066
Syntegra Private Wealth Group
Missouri
$313K -$24K -96 -8%
HFS
2067
Hantz Financial Services
Michigan
$313K +$29.7K +119 +11%
ES
2068
ETF Store
Kansas
$312K
CFO
2069
Capitol Family Office
Oregon
$312K
KFS
2070
Kaizen Financial Strategies
California
$311K +$2.25K +9 +0.8%
FCT
2071
First Community Trust
Iowa
$311K
SAM
2072
SignalPoint Asset Management
Missouri
$310K +$5.74K +23 +2%
9WM
2073
9258 Wealth Management
Ohio
$310K -$499 -2 -0.2%
STC
2074
Sarah T. Connolly
$309K -$18.7K -75 -6%
DBG
2075
De Burlo Group
Massachusetts
$308K

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.