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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
CCG
1876
Chatham Capital Group
Georgia
$401K
AWAP
1877
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K -$16.6K -62 -4%
KWM
1878
KFG Wealth Management
Indiana
$400K +$409K +1,524 New
SPFA
1879
Summit Place Financial Advisors
New Jersey
$400K +$131K +489 +47%
RI
1880
Ridgewood Investments
New Jersey
$398K -$104K -389 -20%
KCG
1881
Kinsale Capital Group
Virginia
$397K +$405K +1,510 New
FCM
1882
Fortis Capital Management
Washington
$397K +$2.68K +10 +0.7%
MIM
1883
Morningstar Investment Management
Illinois
$396K +$404K +1,506 New
HWA
1884
HHM Wealth Advisors
Tennessee
$396K +$2.68K +10 +0.7%
DFS
1885
Dixon Fnancial Services
California
$396K -$13.4K -50 -3%
PDM
1886
Penn Davis McFarland
Texas
$394K -$9.11K -34 -2%
JCM
1887
Jag Capital Management
Missouri
$394K -$20.6K -77 -5%
SCA
1888
St. Clair Advisors
Ohio
$394K +$402K +1,500 New
DIM
1889
Delta Investment Management
California
$393K +$51.2K +191 +15%
KCM
1890
Kanawha Capital Management
Virginia
$393K +$26.5K +99 +7%
HFA
1891
High Falls Advisors
New York
$391K -$201K -750 -33%
DWM
1892
Defined Wealth Management
Oregon
$391K -$50.9K -190 -11%
MCWS
1893
McKinley Carter Wealth Services
West Virginia
$391K -$71K -265 -15%
SIC
1894
Samalin Investment Counsel
New York
$390K -$44.2K -165 -10%
BIA
1895
BHK Investment Advisors
Alabama
$390K -$109K -405 -21%
CAL
1896
Capital Analysts LLC
Pennsylvania
$389K -$29.8K -111 -7%
WP
1897
WealthSpring Partners
California
$387K -$4.83K -18 -1%
PWAG
1898
Polaris Wealth Advisory Group
California
$386K
KWM
1899
Keebeck Wealth Management
Illinois
$386K +$4.02K +15 +1%
AWA
1900
Alta Wealth Advisors
Massachusetts
$385K +$393K +1,467 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.