We are live on ! Find out more

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
RCAMU
1751
Rothschild & Co Asset Management US
Connecticut
$515K -$13.4K -50 -2%
1WA
1752
180 Wealth Advisors
Washington
$514K +$78.3K +292 +17%
BC
1753
Burleson & Co
California
$513K -$348K -1,298 -40%
PFA
1754
Pure Financial Advisors
California
$513K +$16.9K +63 +3%
DFC
1755
DB Fitzpatrick & Co
Idaho
$512K -$184K -688 -26%
ECAM
1756
East Coast Asset Management
Massachusetts
$512K
HIM
1757
Hillsdale Investment Management
Ontario, Canada
$509K -$181K -675 -26%
CWM
1758
Cahaba Wealth Management
Georgia
$507K -$15K -56 -3%
OIA
1759
Optimum Investment Advisors
Illinois
$507K -$127K -473 -20%
BB
1760
Berkshire Bank
Massachusetts
$506K
WTFG
1761
Wells Trecaso Financial Group
Ohio
$506K +$268 +1 +0.1%
FSA
1762
Fort Sheridan Advisors
Illinois
$506K
RB
1763
Rodgers Brothers
Pennsylvania
$505K
LCC
1764
Lincoln Capital Corp
Rhode Island
$504K
KLWA
1765
Kelly Lawrence W & Associates
California
$503K -$76.1K -284 -13%
DIA
1766
Dana Investment Advisors
Wisconsin
$503K +$198K +739 +63%
EBA
1767
Eagle Bay Advisors
New York
$503K -$137K -512 -21%
CWA
1768
Consilium Wealth Advisory
Texas
$502K
SPI
1769
Santori & Peters Inc
Pennsylvania
$495K +$3.22K +12 +0.6%
FBC
1770
Fairfield, Bush & Co
Connecticut
$494K -$131K -489 -21%
FIM
1771
Fruth Investment Management
Texas
$493K -$1.34K -5 -0.3%
BWM
1772
Baystate Wealth Management
Massachusetts
$492K -$5.36K -20 -1%
ATWA
1773
Arbor Trust Wealth Advisors
Michigan
$490K
ICP
1774
Interchange Capital Partners
Pennsylvania
$488K -$49.1K -183 -9%
LI
1775
LVZ Inc
Michigan
$487K +$30K +112 +6%

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.