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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
IAP
2126
Indie Asset Partners
Indiana
$280K
SRC
2127
Stone Run Capital
New York
$279K
FAG
2128
Financial Advisory Group
Texas
$279K +$250 +1 +0.1%
Loomis, Sayles & Company
2129
Loomis, Sayles & Company
Massachusetts
$278K -$28.2K -113 -10%
GCM
2130
Gallacher Capital Management
Colorado
$277K +$26K +104 +11%
BOH
2131
Bank of Hawaii
Hawaii
$277K +$25.5K +102 +11%
BC
2132
Barrett & Company
Rhode Island
$277K +$998 +4 +0.4%
AWM
2133
Abound Wealth Management
Tennessee
$276K +$4.99K +20 +2%
DP
2134
Denver PWM
Colorado
$276K +$16.7K +67 +7%
MWM
2135
Marion Wealth Management
Pennsylvania
$275K
BP
2136
BCK Partners
New York
$275K +$255K +1,022 New
BFWA
2137
Benchmark Financial Wealth Advisors
Florida
$273K +$254K +1,017 New
KI
2138
Kapitalo Investimentos
Brazil
$273K +$254K +1,017 New
KWA
2139
KCS Wealth Advisory
California
$273K -$191K -764 -43%
PCMC
2140
Private Capital Management (Colorado)
Colorado
$272K +$252K +1,011 New
OHWP
2141
Oak Harbor Wealth Partners
North Carolina
$272K +$3.24K +13 +1%
KCFA
2142
Key Client Fiduciary Advisors
New Jersey
$271K +$1.25K +5 +0.5%
SIA
2143
Sit Investment Associates
Minnesota
$271K
KA
2144
KLCM Advisors
Wisconsin
$271K +$12.5K +50 +5%
KCM
2145
Kaye Capital Management
California
$271K +$250 +1 +0.1%
PSCM
2146
Per Stirling Capital Management
Texas
$271K -$3.49K -14 -1%
TAM
2147
Trillium Asset Management
Massachusetts
$270K -$3K -12 -1%
SGCA
2148
Steel Grove Capital Advisors
Tennessee
$270K -$26K -104 -9%
FNWM
2149
Financial Network Wealth Management
Utah
$269K
JWWM
2150
Johnson & White Wealth Management
Pennsylvania
$269K +$250K +1,000 New

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.