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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
DRS
2451
Deane Retirement Strategies
Louisiana
$26.9K
MWA
2452
Moser Wealth Advisors
Washington
$26.9K
TLA
2453
Tanglewood Legacy Advisors
Texas
$26.9K
OIAM
2454
OFI Invest Asset Management
France
$26.4K +$26K +104 New
BFP
2455
Briaud Financial Planning
Texas
$26K +$25K +100 New
JAM
2456
JCIC Asset Management
Ontario, Canada
$24.2K
GA
2457
GoalVest Advisory
New York
$23.9K
RFA
2458
Register Financial Advisors
Georgia
$22.8K
HWP
2459
Hibernia Wealth Partners
Louisiana
$21.8K +$20.2K +81 New
RW
2460
RVW Wealth
California
$21.8K +$20.2K +81 New
HFM
2461
Hartford Financial Management
Connecticut
$19.4K +$18K +72 New
WAM
2462
WFA Asset Management
Wisconsin
$18.4K
SC
2463
Steph & Co
Wisconsin
$18.3K +$17K +68 New
TC
2464
Tacita Capital
Ontario, Canada
$17.5K +$4.99K +20 +44%
SC
2465
Solstein Capital
California
$16.1K
SSG
2466
Summit Securities Group
New York
$16K -$102K -410 -87%
IRC
2467
Investors Research Corp
Georgia
$14.2K
CMA
2468
Cedar Mountain Advisors
Oregon
$14K
CFS
2469
CGC Financial Services
Oregon
$13.4K
MSFP
2470
Mark Sheptoff Financial Planning
Connecticut
$13.4K
SIC
2471
SJS Investment Consulting
Ohio
$12.6K +$3.74K +15 +47%
SFCL
2472
Strengthening Families & Communities LLC
Massachusetts
$10K -$1.25K -5 -12%
OSNBOA
2473
Old Second National Bank of Aurora
Illinois
$9.94K
TC
2474
Trust Company
Kansas
$9.41K -$749 -3 -8%
ITFISA
2475
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.41K +$8.73K +35 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.