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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
GAM
2276
Griffin Asset Management
New York
$218K +$202K +811 New
AIFAIM
2277
American Institute for Advanced Investment Management
Arizona
$218K +$202K +810 New
TAM
2278
Titleist Asset Management
Texas
$216K +$201K +805 New
MSWM
2279
McGlone Suttner Wealth Management
Wisconsin
$216K +$201K +804 New
PFA
2280
Pettinga Financial Advisors
Indiana
$216K +$200K +803 New
JHCP
2281
Jackson Hole Capital Partners
Oklahoma
$216K +$200K +802 New
CPA
2282
Cardiff Park Advisors
California
$215K +$200K +801 New
CCFM
2283
Clear Creek Financial Management
Washington
$215K +$200K +800 New
IP
2284
Isthmus Partners
Wisconsin
$215K +$200K +800 New
HGWM
2285
Horst & Graben Wealth Management
Oregon
$215K +$199K +798 New
GWWM
2286
Great Waters Wealth Management
Minnesota
$215K +$200K +802 New
TWM
2287
TriaGen Wealth Management
California
$214K +$199K +797 New
MHR
2288
Matthew Hamilton Rosenberg
$213K -$20K -80 -9%
IFA
2289
Index Fund Advisors
California
$212K +$197K +790 New
GTAM
2290
Global Trust Asset Management
Florida
$212K +$15.2K +61 +8%
BWM
2291
Blossom Wealth Management
California
$212K +$197K +788 New
PCTC
2292
Perkins Coie Trust Company
Washington
$212K +$2.75K +11 +1%
JC
2293
JB Capital
Connecticut
$211K +$196K +785 New
OPA
2294
Old Port Advisors
Maine
$211K +$196K +785 New
CTWM
2295
Cherry Tree Wealth Management
Minnesota
$210K
SMA
2296
Seven Mile Advisory
New Jersey
$210K +$195K +783 New
WFAG
2297
Wescott Financial Advisory Group
Pennsylvania
$210K +$195K +783 New
PBO
2298
Peoples Bank (Ohio)
Ohio
$210K +$195K +782 New
AFAS
2299
Acorn Financial Advisory Services
Virginia
$210K +$195K +782 New
DWM
2300
Darwin Wealth Management
Florida
$210K +$195K +781 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.