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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
KWM
2301
Kaydan Wealth Management
Michigan
$210K +$195K +780 New
MIA
2302
Milestone Investment Advisors
Wisconsin
$210K +$195K +780 New
ZAM
2303
Zevin Asset Management
Massachusetts
$209K +$194K +777 New
NFP
2304
Narus Financial Partners
Utah
$209K +$194K +776 New
HKIMG
2305
Hutchens & Kramer Investment Management Group
Indiana
$208K +$195K +781 New
GP
2306
Geneva Partners
Wisconsin
$208K -$83.6K -335 -30%
SWRP
2307
Summit Wealth & Retirement Planning
California
$208K +$193K +773 New
QIM
2308
Quest Investment Management
Oregon
$207K -$1.51M -6,060 -89%
GWS
2309
Glassman Wealth Services
Virginia
$207K +$19K +76 +11%
JBA
2310
Johnson Bixby & Associates
Washington
$206K +$191K +766 New
SWK
2311
Stephen W. Kidder
$206K +$191K +765 New
GIM
2312
Guild Investment Management
California
$205K +$190K +762 New
LA
2313
Latitude Advisors
Florida
$205K -$73.4K -294 -28%
CASB
2314
Cape Ann Savings Bank
Massachusetts
$205K -$49.9K -200 -21%
TA
2315
TrueWealth Advisors
Alabama
$204K +$190K +761 New
FB
2316
First Bancorp
Maine
$204K +$190K +760 New
CAM
2317
Concorde Asset Management
Michigan
$203K +$189K +756 New
JFA
2318
JNBA Financial Advisors
Minnesota
$202K +$499 +2 +0.3%
CFFP
2319
Center for Financial Planning
Michigan
$202K
DMC
2320
Drexel Morgan & Co
Pennsylvania
$202K +$187K +750 New
TIA
2321
Tandem Investment Advisors
South Carolina
$202K +$187K +750 New
ACA
2322
Affinity Capital Advisors
California
$201K +$186K +746 New
GG
2323
Greenwood Gearhart
Arkansas
$200K +$186K +746 New
CBFP
2324
Cedar Brook Financial Partners
Ohio
$200K +$186K +746 New
M
2325
MOTCO
Texas
$198K +$20K +80 +12%

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.