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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
CCA
2251
Conservest Capital Advisors
Pennsylvania
$229K +$212K +851 New
SOAMC
2252
Spirit of America Management Corp
New York
$228K -$74.9K -300 -26%
MAG
2253
Mokosak Advisory Group
Iowa
$228K +$212K +849 New
EL
2254
Essex LLC
Illinois
$228K +$212K +848 New
RW
2255
REDW Wealth
New Mexico
$227K +$211K +846 New
CAGAS
2256
Capital Advisory Group Advisory Services
Minnesota
$227K +$211K +844 New
MFFIA
2257
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$226K +$210K +842 New
WP
2258
WealthPLAN Partners
Nebraska
$226K +$15.5K +62 +8%
CIA
2259
Cladis Investment Advisory
Montana
$226K -$37.4K -150 -15%
OCM
2260
Objective Capital Management
Ohio
$225K +$209K +838 New
AGP
2261
Autumn Glory Partners
Texas
$225K +$209K +836 New
SP
2262
SWS Partners
Ohio
$225K +$208K +835 New
ERIM
2263
Eagle Ridge Investment Management
Connecticut
$224K +$208K +835 New
SCI
2264
S&CO Inc
Massachusetts
$224K +$208K +834 New
IWP
2265
Invenio Wealth Partners
Florida
$223K +$207K +829 New
CSIA
2266
Carl Stuart Investment Advisor
Texas
$223K +$209K +836 New
OPPS
2267
Obsidian Personal Planning Solutions
Maryland
$222K +$206K +826 New
CIG
2268
Cascade Investment Group
Colorado
$222K +$206K +825 New
VWA
2269
V Wealth Advisors
Kansas
$222K -$630K -2,525 -75%
CWM
2270
Compass Wealth Management
Connecticut
$221K
AA
2271
AlphaQ Advisors
Florida
$221K +$205K +821 New
OA
2272
Oxbow Advisors
Texas
$220K -$684K -2,741 -77%
CGFA
2273
Colton Groome Financial Advisors
North Carolina
$219K +$203K +815 New
CWM
2274
Campbell Wealth Management
Virginia
$219K +$203K +815 New
PWM
2275
Prentice Wealth Management
New York
$218K +$203K +812 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.