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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
B
2101
Bensler
Washington
$293K +$250 +1 +0.1%
I
2102
InceptionR
California
$292K -$989K -3,964 -79%
LA
2103
Lakeside Advisors
Washington
$291K +$749 +3 +0.3%
RA
2104
Rational Advisors
New York
$290K +$81.6K +327 +42%
WA
2105
Waterford Advisors
New York
$290K +$269K +1,078 New
NC
2106
NBW Capital
Massachusetts
$289K +$2K +8 +0.7%
KTA
2107
Keeley-Teton Advisors
Illinois
$289K
LWM
2108
LJI Wealth Management
Indiana
$289K +$268K +1,075 New
SAA
2109
Southeast Asset Advisors
Georgia
$289K
PWM
2110
Palumbo Wealth Management
New York
$288K +$499 +2 +0.2%
CCA
2111
Cora Capital Advisors
New Jersey
$288K +$749 +3 +0.3%
OCBCO
2112
Oversea-Chinese Banking Corp (OCBC)
Singapore
$288K +$267K +1,070 New
Connor, Clark & Lunn Investment Management (CC&L)
2113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$286K -$39.1M -156,809 -99%
LCM
2114
LCM Capital Management
Illinois
$286K
C
2115
Covestor
United Kingdom
$283K +$83.6K +335 +47%
MCI
2116
MRP Capital Investments
Georgia
$282K -$18.7K -75 -7%
SFWC
2117
Strategic Family Wealth Counselors
New Jersey
$282K
DA
2118
Detalus Advisors
Missouri
$282K -$42.4K -170 -14%
BA
2119
Bridge Advisory
California
$281K +$261K +1,047 New
AA
2120
AlphaMark Advisors
Kentucky
$281K -$19.5K -78 -7%
FCM
2121
Firestone Capital Management
Florida
$281K +$1.5K +6 +0.6%
ACM
2122
Antonetti Capital Management
Florida
$281K -$74.9K -300 -22%
FDDB
2123
Fidelity D&D Bancorp
Pennsylvania
$280K +$260K +1,043 New
HWM
2124
Horizon Wealth Management
Illinois
$280K +$3.49K +14 +1%
PP
2125
Pegasus Partners
Wisconsin
$280K

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.