2,698 hedge funds and large institutions have $122B invested in Amgen in 2023 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 972 increasing their positions, 1,044 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,698
Holders Change
+210
Holders Change %
+8.44%
% of All Funds
39.55%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.16%
New
338
Increased
972
Reduced
1,044
Closed
89
Calls
$1.91B
Puts
$2.02B
Net Calls
-$112M
Net Calls Change
-$84.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
2101
Cornerstone Wealth Group
North Carolina
$368K +$42.1K +146 +13%
LF
2102
LifeSteps Financial
California
$368K
DIA
2103
Dana Investment Advisors
Wisconsin
$367K -$119K -413 -24%
TW
2104
Transform Wealth
Colorado
$367K -$4.9K -17 -1%
LWMG
2105
Levy Wealth Management Group
Pennsylvania
$365K +$2.02K +7 +0.6%
PCIG
2106
Partners Capital Investment Group
Massachusetts
$364K +$17.9K +62 +5%
HIIFS
2107
Harel Insurance Investments & Financial Services
Israel
$363K +$10.4K +36 +3%
TFP
2108
Tilia Fiduciary Partners
North Carolina
$360K -$1.44K -5 -0.4%
BW
2109
BIP Wealth
Georgia
$360K +$9.22K +32 +3%
RWM
2110
Rockline Wealth Management
New York
$359K +$359K +1,246 New
SCM
2111
Silvant Capital Management
Georgia
$359K
NC
2112
Napatree Capital
Rhode Island
$358K +$358K +1,244 New
AT
2113
American Trust
Kentucky
$358K +$358K +1,244 New
CAC
2114
Certified Advisory Corp
Florida
$358K -$1.92M -6,660 -84%
FA
2115
Financial Advisors
Massachusetts
$358K +$288 +1 +0.1%
FSC
2116
Full Sail Capital
Oklahoma
$357K +$357K +1,241 New
CT
2117
Clearstead Trust
Maine
$357K +$202K +700 +130%
BRM
2118
Boston Research & Management
Massachusetts
$356K
GC
2119
Globeflex Capital
California
$356K
ACA
2120
Anchor Capital Advisors
Massachusetts
$356K
ECA
2121
Elevated Capital Advisors
Utah
$354K +$32.8K +114 +10%
LPAM
2122
Lodestar Private Asset Management
California
$353K -$10.4K -36 -3%
WCM
2123
WealthBridge Capital Management
Ohio
$351K -$6.91K -24 -2%
KFGK
2124
Keystone Financial Group (Kentucky)
Kentucky
$351K -$69.4K -241 -17%
MAM
2125
Milestone Asset Management
Pennsylvania
$349K +$25.9K +90 +8%