We are live on ! Find out more

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
IIM
676
Ipswich Investment Management
Massachusetts
$4.91M -$90.3K -337 -2%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$4.9M +$76.7K +286 +2%
BLC
678
Brown, Lisle/Cummings
Rhode Island
$4.9M +$8.85K +33 +0.2%
LSA
679
L & S Advisors
California
$4.89M -$1.78M -6,635 -26%
AHC
680
Adell Harriman & Carpenter
Texas
$4.83M -$297K -1,108 -6%
PAG
681
Private Advisor Group
New Jersey
$4.83M -$992K -3,699 -7%
RWA
682
River Wealth Advisors
Pennsylvania
$4.78M -$92.2K -344 -2%
KTM
683
Keeler Thomas Management
Utah
$4.74M -$29K -108 -0.6%
LAM
684
L2 Asset Management
Massachusetts
$4.74M +$40.5K +151 +0.8%
PFS
685
Physicians Financial Services
North Carolina
$4.71M +$53.6K +200 +1%
LA
686
LVW Advisors
New York
$4.71M -$20.6K -77 -0.4%
SAM
687
Sectoral Asset Management
Quebec, Canada
$4.71M +$456K +1,700 +10%
VRS
688
Virginia Retirement Systems
Virginia
$4.67M +$1.21M +4,500 +34%
VFA
689
Valeo Financial Advisors
Indiana
$4.66M +$365K +1,361 +4%
PCA
690
Pallas Capital Advisors
Massachusetts
$4.65M -$5.9K -22 -0.1%
NCM
691
Nelson Capital Management
California
$4.65M +$4.03M +15,025 +562%
SFS
692
Sowell Financial Services
Arkansas
$4.64M +$4.73M +17,651 New
KL
693
KWMG LLC
Kansas
$4.62M -$75.9K -283 -2%
EWA
694
Exencial Wealth Advisors
Oklahoma
$4.61M +$513K +1,914 +12%
SWM
695
SeaCrest Wealth Management
New York
$4.6M -$16.6K -62 -0.4%
NA
696
NewEdge Advisors
Louisiana
$4.6M +$3.69M +13,776 +44%
P
697
Pitcairn
Pennsylvania
$4.59M +$190K +709 +4%
GIA
698
GHP Investment Advisors
Colorado
$4.58M +$262K +978 +6%
RWP
699
Revolve Wealth Partners
New Jersey
$4.56M -$433K -1,616 -9%
SWA
700
Stratos Wealth Advisors
Ohio
$4.56M +$388K +1,446 +9%

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.