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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
CL
1426
COWA LLC
Oklahoma
$903K +$29.8K +111 +4%
BG
1427
Bollard Group
Massachusetts
$899K +$6.17K +23 +0.7%
M
1428
Mirova
France
$898K +$104K +389 +13%
MFGM
1429
Marshall Financial Group (Maryland)
Maryland
$898K +$916K +3,418 New
PP
1430
Patten & Patten
Tennessee
$895K -$79.9K -298 -8%
WPC
1431
Waters Parkerson & Co
Louisiana
$894K
CCP
1432
Clough Capital Partners
Massachusetts
$893K +$911K +3,400 New
MW
1433
Marcum Wealth
Ohio
$889K +$195K +728 +27%
HFRG
1434
Houlihan Financial Resource Group
Virginia
$886K
JWCA
1435
J.W. Cole Advisors
Florida
$886K -$47.2K -176 -5%
CPA
1436
Court Place Advisors
Maryland
$885K +$29.8K +111 +3%
PFM
1437
Premier Fund Managers
United Kingdom
$884K +$901K +3,360 New
LWM
1438
Lyell Wealth Management
California
$884K +$16.1K +60 +2%
CCWM
1439
Cassaday & Co Wealth Management
Virginia
$883K +$901K +3,363 New
ACM
1440
Ayrshire Capital Management
Connecticut
$881K +$18K +67 +2%
MM
1441
MQS Management
New York
$881K -$4.56K -17 -0.5%
NICM
1442
Neo Ivy Capital Management
New York
$878K +$896K +3,342 New
MFA
1443
Mayflower Financial Advisors
Massachusetts
$876K -$335K -1,248 -27%
PBC
1444
Pavion Blue Capital
California
$876K +$536 +2 +0.1%
MA
1445
MBA Advisors
Pennsylvania
$870K +$18.5K +69 +2%
AIM
1446
Alhambra Investment Management
Florida
$868K -$14.2K -53 -2%
AP
1447
Americana Partners
Texas
$866K +$18.2K +68 +2%
AT
1448
Arden Trust
Delaware
$865K -$43.2K -161 -5%
WDG
1449
Wealth Dimensions Group
Ohio
$865K -$154K -574 -15%
CL
1450
Choreo LLC
Illinois
$862K +$1.07K +4 +0.1%

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.