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2,502 hedge funds and large institutions have $108B invested in Amgen in 2022 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 846 increasing their positions, 1,007 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 87

17% more capital invested

Capital invested by funds: $92.3B → $108B (+$16B)

16% more funds holding in top 10

Funds holding in top 10: 8599 (+14)

8% more funds holding

Funds holding: 2,3232,502 (+179)

2% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.42B

0.51% less ownership

Funds ownership: 76.67%76.16% (-0.51%)

16% less repeat investments, than reductions

Existing positions increased: 846 | Existing positions reduced: 1,007

Holders
2,502
Holders Change
+179
Holders Change %
+7.71%
% of All Funds
40.21%
Holding in Top 10
99
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.47%
% of All Funds
1.59%
New
314
Increased
846
Reduced
1,007
Closed
87
Calls
$1.45B
Puts
$1.42B
Net Calls
+$31M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
501
Sound View Wealth Advisors Group
Georgia
$8.37M +$2.21M +8,232 +40%
BFA
502
Benedict Financial Advisors
Georgia
$8.26M -$83.9K -313 -1%
LBC
503
Lowe Brockenbrough & Co
Virginia
$8.19M -$435K -1,624 -5%
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$8.18M -$64.3K -240 -0.8%
SSA
505
Schonfeld Strategic Advisors
New York
$8.16M -$23.3M -86,995 -74%
III
506
Independent Investors Inc
New York
$8.02M -$142K -530 -2%
EWM
507
Executive Wealth Management
Michigan
$7.98M +$6.61M +24,674 +433%
HTI
508
Hikari Tsushin Inc
Japan
$7.97M
SCM
509
SKBA Capital Management
California
$7.95M -$2.85M -10,650 -26%
HWM
510
HB Wealth Management
Georgia
$7.91M +$891K +3,323 +12%
TCOV
511
Trust Company of Vermont
Vermont
$7.89M +$103K +383 +1%
BAM
512
Berkshire Asset Management
Pennsylvania
$7.88M -$54.1K -202 -0.7%
VVP
513
Venture Visionary Partners
Ohio
$7.87M +$504K +1,879 +7%
CA
514
CapWealth Advisors
Tennessee
$7.83M +$78.5K +293 +1%
WC
515
Woodstock Corp
Massachusetts
$7.8M +$4.03M +15,045 +103%
MLICM
516
Metropolitan Life Insurance Company (MetLife)
New York
$7.78M -$476K -1,775 -6%
WS
517
Wedbush Securities
California
$7.71M -$412K -1,536 -5%
WF
518
Welch & Forbes
Massachusetts
$7.67M -$21.2K -79 -0.3%
BIA
519
Biondo Investment Advisors
Pennsylvania
$7.66M -$117K -436 -1%
SIMG
520
Sonora Investment Management Group
Arizona
$7.66M +$313K +1,166 +4%
HT
521
HAP Trading
New York
$7.66M +$4.62M +17,251 +145%
OPTFSNA
522
Old Point Trust & Financial Services N A
Virginia
$7.65M -$125K -467 -2%
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$7.61M -$52.3K -195 -0.7%
LDB
524
Lee, Danner & Bass
Tennessee
$7.59M -$828K -3,090 -10%
TFA
525
Toth Financial Advisory
Virginia
$7.56M +$219K +818 +3%

AMGN Hedge Fund Activity: Q4 2022 in Review

2,502 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2022, worth a combined $108B — up 17% from $92.3B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new AMGN positions and 87 closed out — a net gain of 227 holders — while 846 added to existing stakes and 1,007 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $609M. The largest seller was Goldman Sachs, cutting an estimated $1.68B.

  • 2,502 institutional investors held Amgen (AMGN) as of Q4 2022, up from 2,323 in Q3 2022.
  • Funds reported $108B of Amgen stock for Q4 2022, up 17% quarter-over-quarter.
  • 314 funds opened new Amgen positions in Q4 2022 and 87 closed out, a net change of +227 holders.
  • The largest Amgen buyer in Q4 2022 was JP Morgan Chase, an estimated $609M added.
  • The largest Amgen seller in Q4 2022 was Goldman Sachs, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2022.