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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
SAM
526
Shell Asset Management
Netherlands
$7.54M -$3.34M -12,455 -30%
TF
527
Tompkins Financial
New York
$7.51M -$152K -567 -2%
SBH
528
Segall Bryant & Hamill
Illinois
$7.5M +$170K +634 +2%
ASN
529
Advisory Services Network
Georgia
$7.5M +$37K +138 +0.5%
BWM
530
Buckley Wealth Management
Nevada
$7.42M -$101K -375 -1%
EFIC
531
Eliot Finkel Investment Counsel
California
$7.41M -$34.8K -130 -0.5%
TC
532
Telemus Capital
Michigan
$7.41M -$38.9K -145 -0.5%
IPW
533
Inlet Private Wealth
Florida
$7.38M -$16.4K -61 -0.2%
MPM
534
Meritage Portfolio Management
Kansas
$7.36M -$82.6K -308 -1%
MCP
535
Martin Capital Partners
Oregon
$7.36M +$16.4K +61 +0.2%
VNA
536
Valley National Advisers
Pennsylvania
$7.34M -$195K -726 -3%
API
537
Advisor Partners II
California
$7.29M +$1.06M +3,960 +17%
NEI
538
Northwest & Ethical Investments
Ontario, Canada
$7.27M +$1.14M +4,265 +18%
TC
539
TownSquare Capital
Utah
$7.25M +$328K +1,223 +5%
HVM
540
Harvest Volatility Management
Connecticut
$7.24M -$1.89M -7,055 -20%
CG
541
Colony Group
Massachusetts
$7.24M -$603K -2,249 -8%
CBT
542
Central Bank & Trust
Kentucky
$7.2M -$160K -596 -2%
M
543
MOTCO
Texas
$7.18M -$387K -1,442 -5%
EWA
544
EP Wealth Advisors
California
$7.17M -$400K -1,491 -5%
GCC
545
Guardian Capital (Canada)
Ontario, Canada
$7.15M -$45.3K -169 -0.6%
PWP
546
Perfromance Wealth Partners
Illinois
$7.1M +$15.3K +57 +0.2%
AIP
547
Ameritas Investment Partners
Nebraska
$7.09M -$146K -545 -2%
OBGC
548
O'Brien Greene & Co
Pennsylvania
$7.08M -$13.8M -51,307 -66%
HSA
549
HBK Sorce Advisory
Pennsylvania
$7.05M +$3.1M +11,581 +76%
HIA
550
Harbor Investment Advisory
Maryland
$7.02M -$53.9K -201 -0.7%

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.