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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
MLA
1951
MB, Levis & Associates
Pennsylvania
$358K +$365K +1,363 New
GWM
1952
Greenwich Wealth Management
Connecticut
$358K
WG
1953
Winton Group
United Kingdom
$358K -$5.51M -20,561 -94%
GLLW
1954
Graves Light Lenhart Wealth
Virginia
$356K
TF
1955
Trek Financial
Arizona
$356K +$27.9K +104 +8%
SFP
1956
Shepherd Financial Partners
Massachusetts
$356K +$23.3K +87 +7%
SFG
1957
Steward Financial Group
Texas
$355K
HC
1958
Hourglass Capital
Texas
$354K
CCG
1959
Coastwise Capital Group
California
$354K +$51.5K +192 +17%
JSW
1960
Journey Strategic Wealth
New Jersey
$353K +$86.6K +323 +32%
CA
1961
Crewe Advisors
Utah
$352K +$187K +698 +109%
SCA
1962
STALEY CAPITAL ADVISERS
Pennsylvania
$351K -$20.6K -77 -5%
SMA
1963
Sage Mountain Advisors
Georgia
$351K +$16.9K +63 +5%
IDA
1964
Intelligence Driven Advisers
California
$351K +$85.5K +319 +33%
BEC
1965
Blue Edge Capital
Virginia
$350K
SW
1966
SMART Wealth
Nebraska
$350K +$357K +1,333 New
PHAM
1967
Palisades Hudson Asset Management
Florida
$350K +$3.48K +13 +1%
FMWA
1968
Forvis Mazars Wealth Advisors
Missouri
$350K +$22.5K +84 +7%
HAS
1969
Holland Advisory Services
Florida
$349K +$536 +2 +0.2%
CCA
1970
Conestoga Capital Advisors
Pennsylvania
$349K
LF
1971
LifeSteps Financial
California
$349K +$53.6K +200 +18%
LAM
1972
Lifestyle Asset Management
Texas
$348K +$355K +1,326 New
BTIM
1973
BancFirst Trust & Investment Management
Oklahoma
$348K -$8.31K -31 -2%
TSS
1974
Thomas Story & Son
Indiana
$348K
GFPC
1975
Global Financial Private Client
Florida
$348K +$20.9K +78 +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.