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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
CNB
2076
Camden National Bank
Maine
$307K
SSW
2077
Smith Shellnut Wilson
Mississippi
$307K
FL
2078
Fort LP
Maryland
$307K -$3K -12 -1%
SA
2079
Shilanski & Associates
Alaska
$306K +$250 +1 +0.1%
SOAG
2080
Silver Oak Advisory Group
Oregon
$306K +$284K +1,139 New
CPRC
2081
Consolidated Portfolio Review Corp
New York
$305K +$21.5K +86 +8%
CWG
2082
Cornerstone Wealth Group
North Carolina
$304K +$283K +1,133 New
RL
2083
Rogco LP
Oklahoma
$304K +$282K +1,132 New
CCA
2084
Conestoga Capital Advisors
Pennsylvania
$304K
DLCIG
2085
D.L. Carlson Investment Group
New Hampshire
$303K
SGC
2086
Slocum, Gordon & Co
Rhode Island
$302K
DAM
2087
Delta Asset Management
Tennessee
$302K
PGAM
2088
Princeton Global Asset Management
New Jersey
$302K
WBG
2089
Wharton Business Group
Pennsylvania
$302K
ECA
2090
Elevated Capital Advisors
Utah
$300K -$4.99K -20 -2%
SAM
2091
Secure Asset Management
Michigan
$300K +$278K +1,115 New
HCA
2092
Harbour Capital Advisors
Virginia
$299K -$2.75K -11 -1%
MAM
2093
Milestone Asset Management
Pennsylvania
$299K +$16.5K +66 +6%
DIP
2094
DT Investment Partners
Pennsylvania
$298K
TI
2095
Truepoint Inc
Ohio
$298K +$277K +1,109 New
PIM
2096
Progressive Investment Management
Oregon
$297K
WFA
2097
West Financial Advisors
Iowa
$296K +$6.74K +27 +3%
FDS
2098
First Dallas Securities
Texas
$295K -$2.45M -9,817 -90%
CWM
2099
CarsonAllaria Wealth Management
Illinois
$294K -$2.5K -10 -0.9%
WAM
2100
Wakefield Asset Management
Colorado
$293K -$142K -569 -34%

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.