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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
PWA
2351
Provenance Wealth Advisors
Florida
$137K +$127K +508 New
HL
2352
HeadInvest LLC
Maine
$136K +$127K +509 New
FC
2353
Family CFO
California
$135K +$998 +4 +0.8%
SIS
2354
Sound Income Strategies
Florida
$133K -$3.49K -14 -3%
AAG
2355
Armstrong Advisory Group
Massachusetts
$127K +$9.98K +40 +9%
PSB
2356
Piscataqua Savings Bank
New Hampshire
$127K
FSCM
2357
Front Street Capital Management
Montana
$125K +$116K +465 New
RCG
2358
Rock Creek Group
District of Columbia
$125K -$57.9K -232 -33%
RG
2359
Retirement Group
California
$123K -$1.75K -7 -2%
PB
2360
Pinnacle Bancorp
Nebraska
$120K +$6.24K +25 +6%
OLVIG
2361
Oliver Lagore Vanvalin Investment Group
Michigan
$119K +$27.7K +111 +33%
LFA
2362
Legend Financial Advisors
Pennsylvania
$116K -$18K -72 -14%
RAM
2363
Ramirez Asset Management
New York
$115K +$107K +428 New
LG
2364
LAM Group
Oregon
$114K
PWMG
2365
Prestige Wealth Management Group
New Jersey
$111K -$27.7K -111 -21%
CCM
2366
Copeland Capital Management
Pennsylvania
$110K
M
2367
Mirova
France
$110K -$270K -1,082 -73%
FCMT
2368
Founders Capital Management (Texas)
Texas
$110K -$102K -408 -50%
AWM
2369
AllSquare Wealth Management
New York
$109K
FCG
2370
Financial Connections Group
California
$107K
CCA
2371
Catalyst Capital Advisors
New York
$106K +$25.2K +101 +34%
CWC
2372
Carolinas Wealth Consulting
North Carolina
$106K -$187K -751 -64%
POIA
2373
Pin Oak Investment Advisors
Texas
$105K
FMTCOCP
2374
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K -$7.99K -32 -8%
ICM
2375
Intrepid Capital Management
Florida
$98.6K +$1.75K +7 +2%

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.