AMGN icon

Amgen
AMGN

Overview Fund Activity

2,377 hedge funds and large institutions have $89.9B invested in Amgen in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 988 increasing their positions, 922 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,377
Holders Change
-45
Holders Change %
-1.86%
% of All Funds
37.49%
Holding in Top 10
44
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-32.31%
% of All Funds
0.69%
New
128
Increased
988
Reduced
922
Closed
154
Calls
$1.54B
Puts
$1.18B
Net Calls
+$363M
Net Calls Change
+$67.1M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$246M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
Barclays
Barclays
United Kingdom
+$198M
4
Morgan Stanley
Morgan Stanley
New York
+$175M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$170M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
2
BlackRock
BlackRock
New York
-$405M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$363M
4
Bank of America
Bank of America
North Carolina
-$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
2101
Strategic Family Wealth Counselors
New Jersey
$233K +$1.11K +5 +0.5%
CPRC
2102
Consolidated Portfolio Review Corp
New York
$233K -$11.3K -51 -5%
SFG
2103
StrategIQ Financial Group
Indiana
$233K -$2.22K -10 -0.9%
VCG
2104
Vantage Consulting Group
Virginia
$232K -$1.33K -6 -0.6%
SA
2105
Syntax Advisors
New York
$232K -$1.33K -6 -0.6%
HFS
2106
Hantz Financial Services
Michigan
$232K -$37.7K -170 -14%
TCWA
2107
Ten Capital Wealth Advisors
Washington
$232K +$105K +474 +83%
PP
2108
Pegasus Partners
Wisconsin
$231K – – –
IAP
2109
Indie Asset Partners
Indiana
$231K -$1.55K -7 -0.7%
AO
2110
Advisor OS
Illinois
$231K +$231K +1,041 New
SRC
2111
Stone Run Capital
New York
$231K -$22.2K -100 -9%
FFA
2112
Fortune Financial Advisors
Kansas
$230K +$230K +1,038 New
FAG
2113
Financial Advisory Group
Texas
$230K – – –
HWM
2114
Horizon Wealth Management
Illinois
$228K +$1.11K +5 +0.5%
BC
2115
Barrett & Company
Rhode Island
$228K +$888 +4 +0.4%
MWM
2116
Marion Wealth Management
Pennsylvania
$228K – – –
PSCM
2117
Per Stirling Capital Management
Texas
$227K +$13.5K +61 +6%
ME
2118
McIlrath & Eck
Washington
$227K -$12K -54 -5%
SW
2119
SkyOak Wealth
Michigan
$225K +$225K +1,015 New
TAM
2120
Trillium Asset Management
Massachusetts
$225K – – –
SIA
2121
Sit Investment Associates
Minnesota
$224K -$16.6K -75 -7%
AWM
2122
Abound Wealth Management
Tennessee
$224K -$21.1K -95 -9%
KCM
2123
Kaye Capital Management
California
$224K +$222 +1 +0.1%
LAM
2124
Lifestyle Asset Management
Texas
$223K -$2K -9 -0.9%
KCFA
2125
Key Client Fiduciary Advisors
New Jersey
$223K +$7.77K +35 +4%
83 84
85
86 87