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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
SR
2401
Syntax Research
Florida
$63.7K +$59.1K +237 New
KFP
2402
KB Financial Partners
New Jersey
$62K -$250 -1 -0.4%
FFL
2403
Financial Freedom LLC
Ohio
$61.8K +$499 +2 +0.9%
OAJ
2404
Ogorek Anthony Joseph
New York
$61K +$2.5K +10 +5%
LWA
2405
Lowe Wealth Advisors
Maryland
$60.7K -$129K -515 -70%
MTIC
2406
Missouri Trust & Investment Company
Missouri
$60.5K
CSWM
2407
Cassady Schiller Wealth Management
Ohio
$58.9K +$4.49K +18 +9%
OC
2408
Oakmont Corp
California
$58.3K
CH
2409
Canton Hathaway
Rhode Island
$58K
IUHSA
2410
Itau Unibanco Holding S.A.
Brazil
$57.2K -$326K -1,305 -86%
AW
2411
Avion Wealth
Texas
$57K +$2K +8 +4%
IAS
2412
IMA Advisory Services
Colorado
$56.4K
JEST
2413
JTC Employer Solutions Trustee
Jersey
$56K
EWP
2414
Elevation Wealth Partners
California
$55.4K
HB
2415
Horizon Bancorp
Indiana
$55K -$96.6K -387 -65%
FWM
2416
Focused Wealth Management
New York
$54.6K
AIC
2417
Archer Investment Corporation
Indiana
$54.6K
UIA
2418
Ulland Investment Advisors
Minnesota
$54K
AT
2419
Avalon Trust
New Mexico
$53.8K -$32.4K -130 -39%
KC
2420
Knuff & Co
California
$53.8K
Legacy Financial Group (Iowa)
2421
Legacy Financial Group (Iowa)
Iowa
$53.8K +$49.9K +200 New
KFS
2422
Kelly Financial Services
Massachusetts
$53.6K -$4.99K -20 -9%
BCMLT
2423
Beacon Capital Management LLC (Tennessee)
Tennessee
$52K
GWMI
2424
Guardian Wealth Management (Illinois)
Illinois
$51.7K
CG
2425
Cutler Group
California
$51K -$52.4K -210 -53%

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.