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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
LSPW
1626
Lake Street Private Wealth
Illinois
$523K +$12.6K +55 +3%
AOWM
1627
Alpha Omega Wealth Management
Virginia
$520K
SF
1628
Symphony Financial
Texas
$519K +$474K +2,062 New
SIG
1629
Sky Investment Group
Connecticut
$518K -$233K -1,015 -32%
TCM
1630
Teza Capital Management
Illinois
$518K +$244K +1,060 +98%
KLWA
1631
Kelly Lawrence W & Associates
California
$515K -$193K -840 -28%
SCM
1632
SOL Capital Management
Maryland
$514K
VCP
1633
Verus Capital Partners
Arizona
$512K +$493K +2,144 New
EWG
1634
Executive Wealth Group
Washington
$512K
FCFC
1635
First Citizens Financial Corp
Iowa
$510K
MCM
1636
Magnolia Capital Management
New York
$508K
TCOK
1637
Trust Company of Kansas
Kansas
$508K
FWIA
1638
Fort Washington Investment Advisors
Ohio
$507K
CCA
1639
Childress Capital Advisors
Texas
$507K +$41.8K +182 +10%
MMPW
1640
Mitchell McLeod Pugh & Williams
Alabama
$505K -$3.22K -14 -0.7%
JWM
1641
Jeppson Wealth Management
California
$504K +$13.6K +59 +3%
IFS
1642
Ifrah Financial Services
Arkansas
$504K +$66.6K +290 +16%
MW
1643
Marcum Wealth
Ohio
$502K -$8.96K -39 -2%
CQS
1644
Credential Qtrade Securities
$502K +$32.2K +140 +7%
ICP
1645
Interchange Capital Partners
Pennsylvania
$501K -$53.3K -232 -10%
BHIA
1646
Birch Hill Investment Advisors
Massachusetts
$501K
LWM
1647
Liberty Wealth Management
California
$501K +$56.1K +244 +13%
B
1648
Barings
North Carolina
$500K -$415K -1,805 -47%
ITIM
1649
Indiana Trust & Investment Management
Indiana
$500K
IIC
1650
Ironwood Investment Counsel
Arizona
$499K +$148K +643 +45%

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.