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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
EGA
1551
Eagle Global Advisors
Texas
$714K +$729K +2,720 New
RC
1552
Roundview Capital
New Jersey
$713K -$209K -779 -22%
HCP
1553
Hexagon Capital Partners
Arkansas
$712K -$80.2K -299 -10%
KJHP
1554
K.J. Harrison & Partners
Ontario, Canada
$711K -$6.43K -24 -1%
SOAMC
1555
Spirit of America Management Corp
New York
$709K
RAM
1556
Roanoke Asset Management
New Jersey
$707K
JWM
1557
Jeppson Wealth Management
California
$704K
IPAM
1558
ICICI Prudential Asset Management
India
$704K +$192K +715 +36%
ATC
1559
Adirondack Trust Company
New York
$703K
IA
1560
Insight Advisors
Pennsylvania
$703K +$2.14K +8 +0.3%
OL
1561
Owen LaRue
Kentucky
$702K +$712K +2,657 New
MIA
1562
MainStreet Investment Advisors
Illinois
$700K +$7.51K +28 +1%
AUB
1563
Atlantic Union Bankshares
Virginia
$699K -$30.8K -115 -4%
HWM
1564
Hemington Wealth Management
Virginia
$699K +$3.75K +14 +0.5%
FIBT
1565
First International Bank & Trust
North Dakota
$699K +$4.83K +18 +0.7%
CT
1566
Columbia Trust
Oregon
$695K -$2.68K -10 -0.4%
OWA
1567
One Wealth Advisors
California
$695K +$5.09K +19 +0.7%
PIA
1568
Perennial Investment Advisors
California
$694K +$2.95K +11 +0.4%
DFG
1569
Delta Financial Group
New Jersey
$693K +$705K +2,631 New
STA
1570
Summit Trail Advisors
New York
$693K +$68.4K +255 +11%
TRIA
1571
Trail Ridge Investment Advisors
Colorado
$692K +$67K +250 +10%
NW
1572
Naviter Wealth
Arkansas
$691K +$69.7K +260 +11%
MF
1573
Montis Financial
Massachusetts
$690K -$1.61K -6 -0.2%
SIG
1574
Spinnaker Investment Group
California
$690K +$15K +56 +2%
KFS
1575
Kurt F. Somerville
$690K -$5.09K -19 -0.7%

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.