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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
HPM
1301
Hudson Portfolio Management
New York
$1.12M -$29.5K -110 -3%
KCM
1302
Kathmere Capital Management
Pennsylvania
$1.12M +$263K +982 +30%
CAS
1303
Coppell Advisory Solutions
Texas
$1.12M +$1.14M +4,268 New
CASC
1304
Coppell Advisory Solutions Corp
Texas
$1.12M +$1.14M +4,268 New
WSCM
1305
Wellington Shields Capital Management
New York
$1.12M +$268 +1 +0%
DOA
1306
D'Orazio & Associates
Virginia
$1.12M +$251K +936 +28%
PT
1307
Plimoth Trust
Massachusetts
$1.12M -$44.2K -165 -4%
PGWM
1308
Parisi Gray Wealth Management
New Jersey
$1.12M +$708K +2,642 +164%
GLA
1309
Great Lakes Advisors
Illinois
$1.11M +$1.99M +7,442 +23%
FFA
1310
Fairfield Financial Advisors
Massachusetts
$1.11M +$104K +388 +10%
MA
1311
MCF Advisors
Kentucky
$1.11M +$132K +493 +13%
MMM
1312
Mendel Money Management
Illinois
$1.1M +$238K +887 +27%
CPIG
1313
Chicago Partners Investment Group
Illinois
$1.1M +$50.1K +187 +4%
SSWM
1314
Strait & Sound Wealth Management
California
$1.09M +$1.08M +4,045 New
JIR
1315
James Investment Research
Ohio
$1.09M +$27.9K +104 +3%
TWA
1316
TCI Wealth Advisors
Arizona
$1.09M +$22.8K +85 +2%
CW
1317
CreativeOne Wealth
Kansas
$1.09M +$109K +406 +11%
GSB
1318
Greenfield Savings Bank
Massachusetts
$1.08M -$6.43K -24 -0.6%
MG
1319
Mather Group
Illinois
$1.08M -$57.9K -216 -5%
SACTSONJ
1320
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M -$241K -900 -18%
EP
1321
Edgestream Partners
New Jersey
$1.07M -$791K -2,952 -42%
HI
1322
Humankind Investments
New York
$1.07M -$151K -563 -12%
LJAC
1323
L.J. Altfest & Co
New York
$1.07M -$15.8K -59 -1%
SHFA
1324
SS&H Financial Advisors
Michigan
$1.07M
RSWM
1325
Robertson Stephens Wealth Management
California
$1.07M +$12.1K +45 +1%

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.