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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B +$41.3M +165,636 +0.3%
BlackRock
2
BlackRock
New York
$12.8B +$155M +620,831 +1%
State Street
3
State Street
Massachusetts
$7.68B -$131M -523,394 -2%
Primecap Management
4
Primecap Management
California
$3.96B -$992K -3,977 -0%
Morgan Stanley
5
Morgan Stanley
New York
$3.56B -$87.8M -352,016 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.26B +$84.4M +338,308 +3%
Charles Schwab
7
Charles Schwab
California
$2.93B -$86.8M -347,963 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.28B -$269M -1,076,582 -11%
Wells Fargo
9
Wells Fargo
California
$2.04B -$22.3M -89,294 -1%
Northern Trust
10
Northern Trust
Illinois
$1.88B +$63.8M +255,463 +4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.7B +$369M +1,480,001 +31%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.46B +$15.4M +61,528 +1%
Norges Bank
13
Norges Bank
Norway
$1.43B -$52.5M -210,560 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.37B +$129M +518,689 +11%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.35B -$18.4M -73,857 -1%
Aristotle Capital Management
16
Aristotle Capital Management
California
$1.17B -$35.9M -143,898 -3%
Bank of America
17
Bank of America
North Carolina
$1.13B -$56.1M -224,940 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.09B -$38.2M -152,947 -4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$978M -$76M -304,584 -8%
Goldman Sachs
20
Goldman Sachs
New York
$959M +$169M +675,328 +23%
Invesco
21
Invesco
Georgia
$902M +$115M +459,340 +16%
UBS AM
22
UBS AM
Illinois
$888M -$693K -2,775 -0.1%
Amundi
23
Amundi
France
$840M +$47.8M +191,485 +7%
N
24
Nuveen
North Carolina
$819M -$26M -103,990 -3%
UBS Group
25
UBS Group
Switzerland
$784M -$83.5M -334,740 -10%

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.