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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
SFG
1326
Sather Financial Group
Texas
$1.07M
QPWM
1327
Quadrant Private Wealth Management
Pennsylvania
$1.06M +$1.08M +4,047 New
CP
1328
CenterBook Partners
Connecticut
$1.06M -$259K -968 -19%
DA
1329
Doliver Advisors
Texas
$1.06M -$65.1K -243 -6%
RPC
1330
Rossmore Private Capital
Connecticut
$1.06M +$44.5K +166 +4%
DP
1331
Dearborn Partners
Illinois
$1.06M -$294K -1,097 -21%
FCCM
1332
First City Capital Management
Georgia
$1.06M +$57.1K +213 +6%
CAM
1333
Close Asset Management
United Kingdom
$1.05M
W
1334
Wealthquest
Ohio
$1.05M -$83.9K -313 -7%
MWM
1335
Mascoma Wealth Management
New Hampshire
$1.05M +$50.9K +190 +5%
HWP
1336
Highline Wealth Partners
California
$1.05M
HWA
1337
Heritage Wealth Advisors
Virginia
$1.05M +$14.7K +55 +1%
SRC
1338
Sage Rhino Capital
California
$1.05M +$400K +1,493 +60%
GBT
1339
Grove Bank & Trust
Florida
$1.05M -$212K -792 -17%
RFA
1340
Resurgent Financial Advisors
Georgia
$1.05M +$214K +797 +25%
RMC
1341
Resources Management Corp
Connecticut
$1.04M +$28.1K +105 +3%
CT
1342
Cambridge Trust
Massachusetts
$1.04M +$23.1K +86 +2%
MMHP
1343
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$9.38K -35 -0.9%
TNB
1344
Thomasville National Bank
Georgia
$1.03M -$4.02K -15 -0.4%
RWA
1345
Redhawk Wealth Advisors
Minnesota
$1.03M +$79.9K +298 +8%
QP
1346
Quilter Plc
United Kingdom
$1.03M -$322K -1,200 -23%
CM
1347
Caption Management
Oklahoma
$1.02M +$617K +2,300 +144%
SMWM
1348
Silvia McColl Wealth Management
California
$1.02M +$1.04M +3,895 New
CBNLCF
1349
Cognios Beta Neutral Large Cap Fund
Kansas
$1.02M +$1.04M +3,894 New
FA
1350
FDx Advisors
Illinois
$1.02M -$721K -2,688 -41%

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.