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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
BS
1101
Boenning & Scattergood
Pennsylvania
$1.71M +$28.1K +105 +2%
AWM
1102
Axxcess Wealth Management
California
$1.7M +$378K +1,409 +28%
HIA
1103
Harvest Investment Advisors
Florida
$1.7M +$1.73M +6,467 New
YWP
1104
YorkBridge Wealth Partners
New York
$1.69M -$319K -1,189 -16%
P
1105
&Partners
Tennessee
$1.69M -$70.2K -262 -4%
CG
1106
Caprock Group
Idaho
$1.69M +$5.36K +20 +0.3%
NIM
1107
Northeast Investment Management
Massachusetts
$1.68M
BI
1108
Berkeley Inc
Idaho
$1.67M -$1.49M -5,565 -47%
MIA
1109
MMBG Investment Advisors
Florida
$1.67M -$469K -1,750 -22%
CA
1110
CSM Advisors
Pennsylvania
$1.67M +$107K +400 +7%
GRP
1111
Global Retirement Partners
California
$1.67M +$212K +790 +14%
MWM
1112
Madison Wealth Management
Ohio
$1.66M -$5.09K -19 -0.3%
RCAG
1113
Rehmann Capital Advisory Group
Michigan
$1.66M +$18K +67 +1%
EFS
1114
Essex Financial Services
Connecticut
$1.66M -$9.92K -37 -0.6%
EM
1115
Excalibur Management
Massachusetts
$1.66M
BMWM
1116
Brown Miller Wealth Management
Virginia
$1.66M -$70.8K -264 -4%
MCM
1117
Mengis Capital Management
Oregon
$1.66M -$106K -396 -6%
EWA
1118
Encompass Wealth Advisors
Oregon
$1.66M -$13.4K -50 -0.8%
SJIM
1119
St. Johns Investment Management
Florida
$1.66M -$15.8K -59 -0.9%
FUBT
1120
First United Bank & Trust
Maryland
$1.65M -$13.4K -50 -0.8%
ACM
1121
Advance Capital Management
Michigan
$1.65M +$9.92K +37 +0.6%
PWM
1122
Pinnacle Wealth Management
California
$1.65M +$1.68M +6,284 New
EF
1123
Empowered Funds
Pennsylvania
$1.65M +$457K +1,703 +37%
CW
1124
Connectus Wealth
Ohio
$1.64M -$101K -376 -6%
BAM
1125
Belpointe Asset Management
Nevada
$1.64M +$68.6K +256 +4%

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.