We are live on ! Find out more

2,322 hedge funds and large institutions have $92.3B invested in Amgen in 2022 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 951 increasing their positions, 868 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 951 | Existing positions reduced: 868

0.78% less ownership

Funds ownership: 77.45%76.67% (-0.78%)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

1% less funds holding

Funds holding: 2,3522,322 (-30)

8% less capital invested

Capital invested by funds: $100B → $92.3B (-$8.1B)

9% less funds holding in top 10

Funds holding in top 10: 9385 (-8)

12% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.56B

Holders
2,322
Holders Change
-30
Holders Change %
-1.28%
% of All Funds
40%
Holding in Top 10
85
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.6%
% of All Funds
1.46%
New
113
Increased
951
Reduced
868
Closed
117
Calls
$1.37B
Puts
$1.56B
Net Calls
-$192M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
PDM
1826
Penn Davis McFarland
Texas
$346K -$1.7K -7 -0.5%
IWA
1827
IVC Wealth Advisors
Pennsylvania
$346K -$242 -1 -0.1%
NRS
1828
Neville Rodie & Shaw
New York
$345K
CCG
1829
Chatham Capital Group
Georgia
$344K
CA
1830
Claro Advisors
Massachusetts
$342K
LP
1831
LGL Partners
Pennsylvania
$340K +$366K +1,508 New
AI
1832
Accredited Investors
Minnesota
$339K -$68.6K -283 -16%
MA
1833
MJP Associates
Connecticut
$339K -$2.42K -10 -0.7%
FCM
1834
Fortis Capital Management
Washington
$338K +$2.91K +12 +0.8%
WWA
1835
WCG Wealth Advisors
Nevada
$338K +$345K +1,425 New
HWA
1836
HHM Wealth Advisors
Tennessee
$337K -$90.9K -375 -20%
IBOK
1837
Independence Bank of Kentucky
Kentucky
$337K -$50.9K -210 -12%
RCA
1838
Roberts Capital Advisors
Colorado
$337K
WP
1839
WealthSpring Partners
California
$336K +$362K +1,492 New
SWA
1840
Sax Wealth Advisors
New Jersey
$335K -$35.1K -145 -9%
ONST
1841
Old North State Trust
North Carolina
$334K +$359K +1,483 +148,300%
KP
1842
Keel Point
Alabama
$332K +$5.33K +22 +2%
PWAG
1843
Polaris Wealth Advisory Group
California
$329K -$30.3K -125 -8%
LWA
1844
Lineweaver Wealth Advisors
Ohio
$328K -$727 -3 -0.2%
KWM
1845
Keebeck Wealth Management
Illinois
$328K
WLIM
1846
White Lighthouse Investment Management
Massachusetts
$326K
CANC
1847
Culbertson A N & Co
Virginia
$326K +$58.2K +240 +20%
BWP
1848
Baldwin Wealth Partners
Massachusetts
$325K -$33.9K -140 -9%
HDIM
1849
Hanson & Doremus Investment Management
Vermont
$324K
CB
1850
CNB Bank
Pennsylvania
$323K -$99.1K -409 -22%

AMGN Hedge Fund Activity: Q3 2022 in Review

2,322 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2022, worth a combined $92.3B — down 8.1% from $100B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AMGN and 113 opened new positions — a net loss of 4 holders — while 868 trimmed existing stakes and 951 added.

The largest buyer was Norges Bank, adding an estimated $474M. The largest seller was Morgan Stanley, cutting an estimated $568M.

  • 2,322 institutional investors held Amgen (AMGN) as of Q3 2022, down from 2,352 in Q2 2022.
  • Funds reported $92.3B of Amgen stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 113 funds opened new Amgen positions in Q3 2022 and 117 closed out, a net change of -4 holders.
  • The largest Amgen buyer in Q3 2022 was Norges Bank, an estimated $474M added.
  • The largest Amgen seller in Q3 2022 was Morgan Stanley, an estimated $568M sold.

Based on aggregated 13F filings for Q3 2022.