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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
CP
1676
Capital Planning
Washington
$586K
CPWA
1677
Cerro Pacific Wealth Advisors
California
$585K -$2.95K -11 -0.5%
EWM
1678
Evermay Wealth Management
Virginia
$585K +$60.3K +225 +11%
MSCM
1679
McElhenny Sheffield Capital Management
Texas
$584K -$1.61K -6 -0.3%
DDC
1680
DF Dent & Co
Maryland
$582K
UAML
1681
US Asset Management LLC
Pennsylvania
$582K +$594K +2,217 New
HVIA
1682
Hudson Valley Investment Advisors
New York
$581K
FCA
1683
FLC Capital Advisors
California
$581K -$68.6K -256 -10%
LSPW
1684
Lake Street Private Wealth
Illinois
$581K +$2.95K +11 +0.5%
IWM
1685
Iams Wealth Management
Nebraska
$579K +$591K +2,206 New
CC
1686
Callan Capital
California
$579K +$252K +940 +74%
ACM
1687
Advisors Capital Management
New Jersey
$578K -$14.2K -53 -2%
LRIC
1688
Long Road Investment Counsel
Michigan
$578K
FPWM
1689
FSB Premier Wealth Management
Iowa
$576K -$3.75K -14 -0.6%
CCM
1690
Cullen Capital Management
New York
$573K
HCM
1691
Howland Capital Management
Massachusetts
$573K
AWM
1692
Avior Wealth Management
Nebraska
$569K +$65.4K +244 +13%
ET
1693
Equitable Trust
Tennessee
$565K +$64.1K +239 +12%
RDIA
1694
RE Dickinson Investment Advisors
Iowa
$565K -$2.68K -10 -0.5%
SFI
1695
SPC Financial Inc
Maryland
$565K +$20.1K +75 +4%
GCMG
1696
Gyroscope Capital Management Group
Florida
$563K -$16.1K -60 -3%
BWM
1697
BerganKDV Wealth Management
Minnesota
$562K -$126K -471 -18%
KCM
1698
KRS Capital Management
Michigan
$561K +$16.1K +60 +3%
MMPW
1699
Mitchell McLeod Pugh & Williams
Alabama
$559K -$1.07K -4 -0.2%
PMFA
1700
Plante Moran Financial Advisors
Michigan
$558K +$12.6K +47 +2%

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.