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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
CRWM
1976
Castle Rock Wealth Management
California
$259K -$519K -2,142 -67%
GAM
1977
Gemmer Asset Management
California
$259K
HCM
1978
Hengehold Capital Management
Ohio
$259K
KPW
1979
Kore Private Wealth
New York
$258K +$242 +1 +0.1%
SRC
1980
Stone Run Capital
New York
$257K
PCP
1981
Proficio Capital Partners
Massachusetts
$257K +$1.7K +7 +0.6%
AFA
1982
American Financial Advisors
Georgia
$257K +$276K +1,140 New
DLCIG
1983
D.L. Carlson Investment Group
New Hampshire
$256K -$16.2K -67 -6%
HWM
1984
Horizon Wealth Management
Illinois
$256K +$47.8K +197 +21%
DAM
1985
Delta Asset Management
Tennessee
$255K -$11.6K -48 -4%
PWM
1986
PRW Wealth Management
Massachusetts
$255K +$18.2K +75 +7%
ECM
1987
EagleClaw Capital Management
Massachusetts
$254K
LF
1988
LifeSteps Financial
California
$254K
TPWM
1989
Twelve Points Wealth Management
Massachusetts
$254K +$4.61K +19 +2%
RPCONE
1990
Retirement Planning Company of New England
Rhode Island
$253K +$2.18K +9 +0.8%
AA
1991
AlphaMark Advisors
Kentucky
$252K +$9.7K +40 +4%
CWMGP
1992
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$251K -$23K -95 -8%
SFG
1993
StrategIQ Financial Group
Indiana
$250K -$3.64K -15 -1%
BP
1994
BCK Partners
New York
$249K
KFC
1995
Klingenstein Fields & Co
New York
$248K -$10.9K -45 -4%
PR
1996
Payden & Rygel
California
$248K
CPC
1997
Cookson Peirce & Co
Pennsylvania
$248K +$29.8K +123 +13%
SC
1998
Shay Capital
New York
$248K +$267K +1,100 New
PAM
1999
Paradigm Asset Management
New York
$248K -$48.5K -200 -15%
FCT
2000
First Community Trust
Iowa
$247K

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.