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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
RFN
2226
RDA Financial Network
Iowa
$241K -$4.99K -20 -2%
KCM
2227
Kanawha Capital Management
Virginia
$239K +$222K +891 New
RWM
2228
RKL Wealth Management
Pennsylvania
$239K +$222K +891 New
AA
2229
AlphaCentric Advisors
Puerto Rico
$239K -$6.99K -28 -3%
SPWM
2230
Schrum Private Wealth Management
Florida
$239K +$222K +890 New
TCB
2231
Texas Capital Bancshares
Texas
$239K +$222K +890 New
UC
2232
Unio Capital
New Jersey
$238K +$221K +887 New
MAM
2233
McLean Asset Management
Virginia
$238K +$219K +878 New
WHCI
2234
W.H. Cornerstone Investments
Massachusetts
$238K +$221K +884 New
FTWA
2235
Fifth Third Wealth Advisors
Ohio
$238K +$221K +885 New
OCM
2236
Orion Capital Management
California
$238K +$221K +885 New
KC
2237
Kades & Cheifetz
Pennsylvania
$237K +$221K +884 New
BHWM
2238
Beaird Harris Wealth Management
Texas
$237K
SWA
2239
Sutton Wealth Advisors
Florida
$237K +$13K +52 +6%
NQWM
2240
Northwest Quadrant Wealth Management
Oregon
$237K +$220K +883 New
SWP
2241
Summit Wealth Partners
Florida
$237K +$220K +881 New
PIAS
2242
PCA Investment Advisory Services
Ohio
$236K +$998 +4 +0.5%
HPWM
2243
High Pines Wealth Management
Massachusetts
$235K -$99.8K -400 -31%
HA
2244
Harfst & Associates
Wyoming
$234K +$218K +872 New
HHAA
2245
Henry H. Armstrong Associates
Pennsylvania
$234K +$217K +870 New
JCM
2246
Janney Capital Management
Pennsylvania
$234K +$217K +870 New
CHA
2247
Carmichael Hill & Associates
Maryland
$233K
AWP
2248
Abacus Wealth Partners
California
$233K +$217K +868 New
GAM
2249
Gemmer Asset Management
California
$232K +$216K +865 New
PAG
2250
Powers Advisory Group
Illinois
$231K +$215K +861 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.