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2,322 hedge funds and large institutions have $92.3B invested in Amgen in 2022 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 951 increasing their positions, 868 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 951 | Existing positions reduced: 868

0.78% less ownership

Funds ownership: 77.45%76.67% (-0.78%)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

1% less funds holding

Funds holding: 2,3522,322 (-30)

8% less capital invested

Capital invested by funds: $100B → $92.3B (-$8.1B)

9% less funds holding in top 10

Funds holding in top 10: 9385 (-8)

12% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.56B

Holders
2,322
Holders Change
-30
Holders Change %
-1.28%
% of All Funds
40%
Holding in Top 10
85
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.6%
% of All Funds
1.46%
New
113
Increased
951
Reduced
868
Closed
117
Calls
$1.37B
Puts
$1.56B
Net Calls
-$192M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
SNB
1601
Security National Bank
Nebraska
$520K -$16.2K -67 -3%
PCS
1602
Personal CFO Solutions
New Jersey
$519K +$15K +62 +3%
TA
1603
Trellis Advisors
Washington
$518K +$5.33K +22 +1%
FMN
1604
Financial Management Network
California
$516K -$12.1K -50 -2%
BW
1605
Bison Wealth
Georgia
$515K +$18.7K +77 +3%
RCC
1606
Red Cedar Capital
Nebraska
$514K
TL
1607
Tradewinds LLC
North Carolina
$512K +$42.7K +176 +8%
Jones Financial Companies
1608
Jones Financial Companies
Missouri
$510K -$75.1K -310 -12%
RBFC
1609
Roman Butler Fullerton & Co
Missouri
$509K +$3.15K +13 +0.6%
JGIA
1610
Jackson Grant Investment Advisers
Connecticut
$506K
HFA
1611
High Falls Advisors
New York
$505K
CPWA
1612
Cerro Pacific Wealth Advisors
California
$504K +$33K +136 +6%
PCMU
1613
Paragon Capital Management (Utah)
Utah
$503K +$9.45K +39 +2%
CP
1614
Capital Planning
Washington
$503K -$194K -800 -26%
MSCM
1615
McElhenny Sheffield Capital Management
Texas
$503K
WPP
1616
Whalerock Point Partners
Rhode Island
$503K
MWM
1617
Mattern Wealth Management
Kansas
$502K +$126K +518 +30%
LWM
1618
Liberty Wealth Management
California
$501K +$25.9K +107 +5%
DDC
1619
DF Dent & Co
Maryland
$500K +$4.12K +17 +0.8%
CAC
1620
Certified Advisory Corp
Florida
$500K +$215K +889 +67%
HVIA
1621
Hudson Valley Investment Advisors
New York
$499K -$34.2K -141 -6%
FPWM
1622
FSB Premier Wealth Management
Iowa
$497K -$17.9K -74 -3%
KWS
1623
Keystone Wealth Services
California
$497K +$1.21K +5 +0.2%
VAFP
1624
Vahanian & Associates Financial Planning
New York
$497K +$534K +2,203 New
GCMG
1625
Gyroscope Capital Management Group
Florida
$497K +$534K +2,205 New

AMGN Hedge Fund Activity: Q3 2022 in Review

2,322 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2022, worth a combined $92.3B — down 8.1% from $100B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AMGN and 113 opened new positions — a net loss of 4 holders — while 868 trimmed existing stakes and 951 added.

The largest buyer was Norges Bank, adding an estimated $474M. The largest seller was Morgan Stanley, cutting an estimated $568M.

  • 2,322 institutional investors held Amgen (AMGN) as of Q3 2022, down from 2,352 in Q2 2022.
  • Funds reported $92.3B of Amgen stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 113 funds opened new Amgen positions in Q3 2022 and 117 closed out, a net change of -4 holders.
  • The largest Amgen buyer in Q3 2022 was Norges Bank, an estimated $474M added.
  • The largest Amgen seller in Q3 2022 was Morgan Stanley, an estimated $568M sold.

Based on aggregated 13F filings for Q3 2022.