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2,391 hedge funds and large institutions have $90.1B invested in Amgen in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 993 increasing their positions, 926 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.18B

7% more repeat investments, than reductions

Existing positions increased: 993 | Existing positions reduced: 926

0.78% less ownership

Funds ownership: 76.68%75.9% (-0.78%)

2% less funds holding

Funds holding: 2,4352,391 (-44)

9% less capital invested

Capital invested by funds: $98.6B → $90.1B (-$8.49B)

16% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 154

32% less funds holding in top 10

Funds holding in top 10: 6544 (-21)

Holders
2,391
Holders Change
-44
Holders Change %
-1.81%
% of All Funds
37.54%
Holding in Top 10
44
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-32.31%
% of All Funds
0.69%
New
129
Increased
993
Reduced
926
Closed
154
Calls
$1.54B
Puts
$1.18B
Net Calls
+$363M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.9B +$9.49M +40,885 +0.1%
BlackRock
2
BlackRock
New York
$10.4B -$424M -1,826,180 -4%
State Street
3
State Street
Massachusetts
$6.46B -$15.8M -68,251 -0.2%
Primecap Management
4
Primecap Management
California
$3.27B -$87.3M -376,268 -2%
Morgan Stanley
5
Morgan Stanley
New York
$3.02B +$183M +789,192 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.61B +$85.6M +368,924 +3%
Charles Schwab
7
Charles Schwab
California
$2.5B +$111M +480,421 +4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.12B -$524M -2,258,318 -19%
Wells Fargo
9
Wells Fargo
California
$1.7B +$22.8M +98,374 +1%
Northern Trust
10
Northern Trust
Illinois
$1.49B -$52.9M -228,015 -3%
Norges Bank
11
Norges Bank
Norway
$1.23B +$25.5M +109,856 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.19B -$9.07M -39,086 -0.7%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.13B -$210M -903,164 -15%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.07B +$236M +1,018,577 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.01B +$76M +327,323 +8%
Aristotle Capital Management
16
Aristotle Capital Management
California
$998M -$11.8M -51,042 -1%
Bank of America
17
Bank of America
North Carolina
$980M -$375M -1,616,284 -27%
Legal & General Group
18
Legal & General Group
United Kingdom
$935M +$30.1M +129,681 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$875M -$318M -1,368,412 -26%
UBS AM
20
UBS AM
Illinois
$800M
Deutsche Bank
21
Deutsche Bank
Germany
$743M -$7.78M -33,537 -1%
Franklin Resources
22
Franklin Resources
California
$731M +$257M +1,106,980 +51%
UBS Group
23
UBS Group
Switzerland
$722M -$123M -527,937 -14%
N
24
Nuveen
North Carolina
$700M -$71.9M -309,908 -9%
Invesco
25
Invesco
Georgia
$643M -$63.5M -273,593 -9%

AMGN Hedge Fund Activity: Q2 2023 in Review

2,391 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2023, worth a combined $90.1B — down 8.6% from $98.6B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of AMGN and 129 opened new positions — a net loss of 25 holders — while 926 trimmed existing stakes and 993 added.

The largest buyer was Franklin Resources, adding an estimated $257M. The largest seller was Capital Research Global Investors, cutting an estimated $524M.

  • 2,391 institutional investors held Amgen (AMGN) as of Q2 2023, down from 2,435 in Q1 2023.
  • Funds reported $90.1B of Amgen stock for Q2 2023, down 8.6% quarter-over-quarter.
  • 129 funds opened new Amgen positions in Q2 2023 and 154 closed out, a net change of -25 holders.
  • The largest Amgen buyer in Q2 2023 was Franklin Resources, an estimated $257M added.
  • The largest Amgen seller in Q2 2023 was Capital Research Global Investors, an estimated $524M sold.

Based on aggregated 13F filings for Q2 2023.