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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
FFA
1926
Founders Financial Alliance
North Carolina
$371K -$76.7K -286 -17%
LBA
1927
Lowell Blake & Associates
Massachusetts
$371K +$57.4K +214 +18%
CFA
1928
CWS Financial Advisors
Michigan
$370K -$15.8K -59 -4%
TPWA
1929
TRUE Private Wealth Advisors
Oregon
$370K +$21.4K +80 +6%
TA
1930
TFB Advisors
Kansas
$368K +$376K +1,402 New
AA
1931
Alta Advisers
United Kingdom
$368K
SFS
1932
Summit Financial Strategies
Ohio
$368K
TC
1933
Titleist Capital
Texas
$367K -$49.1K -183 -12%
SC
1934
Stephens Consulting
Michigan
$365K
WTA
1935
Washington Trust Advisors
Massachusetts
$365K +$1.88K +7 +0.5%
LC
1936
Lindbrook Capital
California
$364K -$140K -524 -27%
VC
1937
Veracity Capital
Georgia
$364K -$1.88K -7 -0.5%
KPWG
1938
KFA Private Wealth Group
Virginia
$364K +$28.1K +105 +8%
AWM
1939
Aspire Wealth Management
Massachusetts
$363K -$10.7K -40 -3%
KI
1940
Kula Investments
Illinois
$363K +$370K +1,382 New
MFWP
1941
Mosaic Family Wealth Partners
Missouri
$363K +$370K +1,381 New
OAM
1942
Oberweis Asset Management
Illinois
$363K +$268 +1 +0.1%
SAM
1943
Simplify Asset Management
Nevada
$361K +$32.2K +120 +10%
GG
1944
GenWealth Group
New Jersey
$361K
AT
1945
American Trust
Kentucky
$361K +$109K +407 +42%
CANY
1946
Caxton Associates (New York)
New York
$361K +$368K +1,373 New
ZIG
1947
Zullo Investment Group
Pennsylvania
$360K +$1.61K +6 +0.4%
LF
1948
Lantz Financial
Illinois
$360K -$117K -436 -24%
SFG
1949
Sovereign Financial Group
Connecticut
$360K +$75.3K +281 +26%
SAS
1950
Sanford Advisory Services
Michigan
$359K +$11.3K +42 +3%

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.