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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
RCI
1651
RS Crum Inc
California
$605K -$18.2K -68 -3%
MHIC
1652
Marble Harbor Investment Counsel
Massachusetts
$605K +$48.3K +180 +8%
BTI
1653
Blue Trust Inc
Georgia
$604K -$54.1K -202 -7%
MYIA
1654
Mount Yale Investment Advisors
Colorado
$602K -$72.6K -271 -11%
EIA
1655
Edgemoor Investment Advisors
Maryland
$602K +$48K +179 +8%
FCBT
1656
First Citizens Bank & Trust
North Carolina
$601K -$64.6K -241 -10%
TA
1657
Trellis Advisors
Washington
$599K -$5.63K -21 -0.9%
RCC
1658
Red Cedar Capital
Nebraska
$599K
FNC
1659
First National Corp
Massachusetts
$598K +$28.4K +106 +5%
WPP
1660
Whalerock Point Partners
Rhode Island
$598K +$12.3K +46 +2%
LL
1661
LWMG LLC
Minnesota
$598K +$610K +2,277 New
RIM
1662
RW Investment Management
Idaho
$597K +$609K +2,273 New
AFP
1663
Ausdal Financial Partners
Iowa
$593K +$25.7K +96 +4%
DAM
1664
Doheny Asset Management
California
$592K -$93.8K -350 -13%
CFA
1665
Capstone Financial Advisors
Illinois
$592K -$82K -306 -12%
FMN
1666
Financial Management Network
California
$591K +$5.63K +21 +0.9%
SNB
1667
Security National Bank
Nebraska
$591K -$15.5K -58 -3%
CAC
1668
Certified Advisory Corp
Florida
$590K +$8.31K +31 +1%
JGIA
1669
Jackson Grant Investment Advisers
Connecticut
$590K
VIA
1670
Virtus Investment Advisers
Connecticut
$590K +$496K +1,852 +471%
MCM
1671
Monument Capital Management
Virginia
$589K +$236K +880 +65%
BFA
1672
BMS Financial Advisors
South Dakota
$589K -$18.8K -70 -3%
MIM
1673
Merrion Investment Management
New Jersey
$589K -$48.3K -180 -7%
AP
1674
Advisors Preferred
Maryland
$589K -$2.17M -8,091 -78%
HGERS
1675
Householder Group Estate & Retirement Specialist
Arizona
$588K +$19K +71 +3%

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.