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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
SSWM
776
Smith Salley Wealth Management
North Carolina
$3.73M -$860K -3,207 -18%
IWC
777
Integrated Wealth Concepts
Massachusetts
$3.71M +$82.3K +307 +2%
CIA
778
Choate Investment Advisors
Massachusetts
$3.7M +$23.6K +88 +0.6%
CTA
779
Chesley Taft & Associates
Illinois
$3.67M -$8.04K -30 -0.2%
APP
780
Avantax Planning Partners
Iowa
$3.67M -$64.9K -242 -2%
LA
781
Legacy Advisors
Pennsylvania
$3.66M -$37K -138 -1%
RBA
782
Richard Bernstein Advisors
New York
$3.64M -$1.65M -6,143 -31%
AWM
783
Apollon Wealth Management
South Carolina
$3.63M +$742K +2,769 +25%
FIM
784
Freedom Investment Management
Connecticut
$3.62M -$135K -505 -4%
CIP
785
Convergence Investment Partners
Florida
$3.62M -$143K -533 -4%
FCH
786
Freestone Capital Holdings
Washington
$3.62M -$1.32M -4,936 -26%
BFG
787
Beacon Financial Group
Texas
$3.61M -$10.5K -39 -0.3%
GP
788
Geneva Partners
Wisconsin
$3.6M +$3.13M +11,675 +571%
BSW
789
Buckingham Strategic Wealth
Missouri
$3.59M +$56.6K +211 +2%
CNC
790
Canandaigua National Corp
New York
$3.59M +$202K +754 +6%
LWM
791
Lodestone Wealth Management
Washington
$3.59M +$3.66M +13,672 New
IFWM
792
Institute for Wealth Management
Colorado
$3.54M -$33.8K -126 -0.9%
ADL
793
Asset Dedication LLC
California
$3.54M +$301K +1,122 +9%
PA
794
PFG Advisors
Arizona
$3.52M +$13.4K +50 +0.4%
SSWM
795
Sheets Smith Wealth Management
North Carolina
$3.52M -$804 -3 -0%
CCG
796
Cypress Capital Group
Florida
$3.52M +$39.9K +149 +1%
MFAM
797
Motley Fool Asset Management
Virginia
$3.52M -$98.1K -366 -3%
BFS
798
Bradley Foster & Sargent
Connecticut
$3.52M -$57.4K -214 -2%
HA
799
Hamel Associates
New Jersey
$3.51M
MLL
800
Moody Lynn & Lieberson
Massachusetts
$3.51M +$3.13M +11,675 +695%

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.