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2,338 hedge funds and large institutions have $102B invested in Amgen in 2022 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 982 increasing their positions, 831 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more funds holding in top 10

Funds holding in top 10: 2951 (+22)

69% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 108

18% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 831

7% more capital invested

Capital invested by funds: $95.3B → $102B (+$6.61B)

2% more funds holding

Funds holding: 2,2942,338 (+44)

0.74% more ownership

Funds ownership: 75.34%76.08% (+0.74%)

5% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.91B

Holders
2,338
Holders Change
+44
Holders Change %
+1.92%
% of All Funds
36.87%
Holding in Top 10
51
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+75.86%
% of All Funds
0.8%
New
182
Increased
982
Reduced
831
Closed
108
Calls
$1.81B
Puts
$1.91B
Net Calls
-$100M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1526
Legacy Private Trust
Wisconsin
$615K -$62K -270 -10%
PAM
1527
Private Asset Management
California
$615K +$190K +825 +48%
SIC
1528
Sterling Investment Counsel
New York
$615K +$281K +1,225 +93%
HFA
1529
High Falls Advisors
New York
$614K -$1.15K -5 -0.2%
BHA
1530
Beech Hill Advisors
New York
$613K
SRC
1531
Sage Rhino Capital
California
$613K +$1.84K +8 +0.3%
FHC
1532
First Heartland Consultants
Missouri
$613K +$4.83K +21 +0.8%
MHS
1533
M Holdings Securities
Oregon
$613K +$583K +2,537 New
SIG
1534
Spinnaker Investment Group
California
$612K +$33.8K +147 +6%
ATC
1535
Adirondack Trust Company
New York
$612K +$178K +774 +44%
WC
1536
Westhampton Capital
North Carolina
$611K
TW
1537
Transform Wealth
Colorado
$611K +$258K +1,122 +80%
TRIA
1538
Trail Ridge Investment Advisors
Colorado
$610K -$128K -559 -18%
CCMD
1539
Cypress Capital Management (Delaware)
Delaware
$610K -$19.5K -85 -3%
CSB
1540
City State Bank
Iowa
$608K +$34.5K +150 +6%
DAM
1541
Doheny Asset Management
California
$606K -$68.9K -300 -11%
MIM
1542
Merrion Investment Management
New Jersey
$605K -$115K -500 -17%
CAL
1543
Capital Advisors Ltd
Ohio
$605K +$1.15K +5 +0.2%
BAM
1544
Bosun Asset Management
Illinois
$605K +$138K +600 +32%
MSR
1545
Main Street Research
Connecticut
$605K +$575K +2,501 New
GITFIT
1546
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$605K +$574K +2,500 New
CA
1547
Continuum Advisory
Idaho
$604K +$210K +913 +54%
GC
1548
Gratus Capital
Georgia
$602K -$20.4K -89 -3%
AA
1549
Auxano Advisors
Washington
$599K +$15.2K +66 +3%
SCM
1550
Stonebridge Capital Management
California
$598K

AMGN Hedge Fund Activity: Q1 2022 in Review

2,338 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2022, worth a combined $102B — up 6.9% from $95.3B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new AMGN positions and 108 closed out — a net gain of 74 holders — while 982 added to existing stakes and 831 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.1B. The largest seller was Capital Research Global Investors, cutting an estimated $856M.

  • 2,338 institutional investors held Amgen (AMGN) as of Q1 2022, up from 2,294 in Q4 2021.
  • Funds reported $102B of Amgen stock for Q1 2022, up 6.9% quarter-over-quarter.
  • 182 funds opened new Amgen positions in Q1 2022 and 108 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q1 2022 was Morgan Stanley, an estimated $1.1B added.
  • The largest Amgen seller in Q1 2022 was Capital Research Global Investors, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2022.