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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
BW
1726
Bison Wealth
Georgia
$531K -$46.4K -173 -8%
MAC
1727
Mason & Associates (California)
California
$531K -$6.97K -26 -1%
IWA
1728
Icon Wealth Advisors
Texas
$529K +$70K +261 +15%
GEA
1729
Glen Eagle Advisors
New Jersey
$529K +$17.7K +66 +3%
MHS
1730
M Holdings Securities
Oregon
$529K -$105K -392 -16%
CWM
1731
Circle Wealth Management
New Jersey
$528K -$45.6K -170 -8%
CFMC
1732
Curbstone Financial Management Corp
New Hampshire
$528K
EFG
1733
Everhart Financial Group
Ohio
$528K +$59.2K +221 +12%
LFA
1734
LGT Financial Advisors
Texas
$528K +$539K +2,009 New
CCA
1735
Childress Capital Advisors
Texas
$527K -$81.2K -303 -13%
IFS
1736
Ifrah Financial Services
Arkansas
$525K -$16.1K -60 -3%
MC
1737
Middleton & Co
Massachusetts
$524K +$95.2K +355 +22%
SIM
1738
SSI Investment Management
California
$524K
CCM
1739
Cohen Capital Management
California
$524K
APW
1740
Acima Private Wealth
Virginia
$523K
PCMC
1741
Private Capital Management (Colorado)
Colorado
$523K +$4.02K +15 +0.8%
PWW
1742
Pettyjohn Wood & White
Virginia
$523K -$13.4K -50 -2%
Financial Engines Advisors
1743
Financial Engines Advisors
California
$522K -$5.36K -20 -1%
GB
1744
Goepper Burkhardt
South Carolina
$521K +$192K +718 +57%
BC
1745
Bridgefront Capital
Texas
$521K +$531K +1,982 New
GA
1746
Geller Advisors
New York
$519K +$48.3K +180 +10%
GCP
1747
Garda Capital Partners
Minnesota
$517K +$528K +1,968 New
RB
1748
Renasant Bank
Mississippi
$517K -$133K -495 -20%
FHA
1749
Flagship Harbor Advisors
Massachusetts
$516K +$4.02K +15 +0.8%
IAG
1750
Ipsen Advisor Group
Arkansas
$516K +$527K +1,965 New

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.