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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
SLAM
201
Swiss Life Asset Management
$39.6M +$7.2M +28,849 +24%
SOMRS
202
State of Michigan Retirement System
Michigan
$39.4M -$74.9K -300 -0.2%
MML Investors Services
203
MML Investors Services
Massachusetts
$39.4M +$1.12M +4,476 +3%
PI
204
Putnam Investments
Massachusetts
$39.3M +$867K +3,474 +2%
AT
205
AMF Tjänstepension
Sweden
$38.5M -$28.6M -114,587 -44%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$38M +$583K +2,338 +2%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$37.7M -$18.3M -73,163 -34%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$37.7M +$35M +140,301 New
Vontobel Holding
209
Vontobel Holding
Switzerland
$37.6M -$4.76M -19,074 -12%
TG
210
TCW Group
California
$37.6M -$5.68M -22,774 -14%
Balyasny Asset Management
211
Balyasny Asset Management
Illinois
$37.5M -$29.8M -119,537 -46%
TRSOTSOK
212
Teachers Retirement System of the State of Kentucky
Kentucky
$37.5M
AB
213
Amalgamated Bank
New York
$37.1M -$778K -3,118 -2%
TAM
214
Todd Asset Management
Kentucky
$36.9M +$106K +424 +0.3%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$36.5M +$6.96M +27,874 +26%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$35.9M -$96.5M -386,698 -74%
MWM
217
Modera Wealth Management
New Jersey
$35.7M -$2.02M -8,081 -6%
EIP
218
Epoch Investment Partners
New York
$35.4M +$1.21M +4,839 +4%
EAM
219
Erste Asset Management
Austria
$35.1M -$431K -1,728 -1%
CWM
220
CIBC World Markets
New York
$35.1M +$5.79M +23,218 +22%
BS
221
Banco Santander
Spain
$34.8M +$2.11M +8,440 +7%
FAF
222
Första AP-fonden
Sweden
$34.6M -$299K -1,200 -0.9%
IG
223
ING Group
Netherlands
$34.6M +$2.15M +8,620 +7%
OA
224
Oak Associates
Ohio
$34.6M -$218K -873 -0.7%
O
225
OrbiMed
New York
$34.2M

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.