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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
SPWM
1851
Spartan Planning & Wealth Management
North Carolina
$420K +$429K +1,599 New
GLA
1852
Good Life Advisors
Pennsylvania
$419K +$9.38K +35 +2%
GWANC
1853
Guardian Wealth Advisors (North Carolina)
North Carolina
$416K
MA
1854
MJP Associates
Connecticut
$415K +$20.6K +77 +5%
SP
1855
Successful Portfolios
Florida
$414K
FFBTD
1856
First Financial Bank - Trust Division
Ohio
$414K +$423K +1,577 New
BAM
1857
Baldrige Asset Management
Pennsylvania
$413K +$4.02K +15 +1%
WIA
1858
World Investment Advisors
California
$413K -$106K -394 -20%
SC
1859
SRB Corp
Massachusetts
$412K -$41.5K -155 -9%
WFM
1860
Wolff Financial Management
Michigan
$412K
PI
1861
PFS Investments
Georgia
$412K +$7.24K +27 +2%
FAM
1862
Fenimore Asset Management
New York
$411K
AWAU
1863
Alliance Wealth Advisors (Utah)
Utah
$409K +$418K +1,558 New
CAAS
1864
Capital Asset Advisory Services
Michigan
$408K +$268 +1 +0.1%
BFO
1865
Biltmore Family Office
North Carolina
$406K -$15.5K -58 -4%
TFCP
1866
Twin Focus Capital Partners
Massachusetts
$406K -$804 -3 -0.2%
EWA
1867
ERTS Wealth Advisors
Michigan
$406K -$268 -1 -0.1%
CAMG
1868
CWA Asset Management Group
Florida
$406K +$126K +469 +44%
CST
1869
Charles Schwab Trust
Nevada
$405K -$33.2K -124 -7%
AI
1870
Accredited Investors
Minnesota
$405K +$9.65K +36 +2%
PIA
1871
Petredis Investment Advisors
Pennsylvania
$404K +$413K +1,540 New
NRS
1872
Neville Rodie & Shaw
New York
$402K
CAM
1873
Cozad Asset Management
Illinois
$402K +$46.9K +175 +13%
IWA
1874
IVC Wealth Advisors
Pennsylvania
$401K -$1.61K -6 -0.4%
T
1875
TNF
Montana
$401K +$268 +1 +0.1%

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.