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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
OC
2326
Oakworth Capital
Alabama
$193K -$250 -1 -0.1%
CIA
2327
Cape Investment Advisory
Georgia
$191K +$11.2K +45 +7%
TJHA
2328
Thomas J. Herzfeld Advisors
Florida
$188K
SL
2329
Salomon & Ludwin
Virginia
$188K +$174K +699 New
MCA
2330
Maryland Capital Advisors
Maryland
$187K
JWM
2331
Janiczek Wealth Management
Colorado
$187K +$94.1K +377 +118%
MBFW
2332
Morton Brown Family Wealth
Pennsylvania
$184K -$19.2K -77 -10%
TAM
2333
Tucker Asset Management
Colorado
$180K +$22K +88 +15%
BC
2334
Belmont Capital
California
$179K +$151K +604 +944%
SWA
2335
SOA Wealth Advisors
New York
$178K +$250 +1 +0.2%
VAG
2336
VisionPoint Advisory Group
Texas
$177K +$133K +534 +427%
HIM
2337
Hillsdale Investment Management
Ontario, Canada
$175K +$63.9K +256 +65%
HFS
2338
HBC Financial Services
Washington
$174K
HBT
2339
Hills Bank & Trust
Iowa
$165K -$1.5K -6 -1%
MFA
2340
McClarren Financial Advisors
Pennsylvania
$165K
FDCC
2341
Foster Dykema Cabot & Co
Massachusetts
$165K +$12.5K +50 +9%
IWP
2342
Icon Wealth Partners
Texas
$165K -$286K -1,147 -65%
IRAG
2343
Investment Research & Advisory Group
Georgia
$162K
MRCM
2344
M&R Capital Management
New Jersey
$162K +$499 +2 +0.3%
RAM
2345
Riggs Asset Management
Pennsylvania
$156K
PA
2346
PSI Advisors
Florida
$151K +$250 +1 +0.2%
BCM
2347
Blume Capital Management
California
$149K
CT
2348
Clearstead Trust
Maine
$145K
SVCP
2349
Silicon Valley Capital Partners
California
$143K +$998 +4 +0.8%
AA
2350
Addison Advisors
Vermont
$139K -$9.23K -37 -7%

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.