We are live on ! Find out more

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
SWA
2051
Sax Wealth Advisors
New Jersey
$303K -$88.7K -331 -22%
LCOV
2052
London Company of Virginia
Virginia
$303K
FOA
2053
Five Oceans Advisors
California
$302K -$1.61K -6 -0.5%
HCM
2054
Hengehold Capital Management
Ohio
$302K
KWM
2055
Kolinsky Wealth Management
New Jersey
$302K +$23.1K +86 +8%
DWP
2056
Destiny Wealth Partners
Florida
$301K -$33.2K -124 -10%
FFG
2057
Frisch Financial Group
New York
$301K -$32.7K -122 -10%
DBG
2058
De Burlo Group
Massachusetts
$301K +$292K +1,090 +1,982%
AFA
2059
American Financial Advisors
Georgia
$300K +$804 +3 +0.3%
SRC
2060
Stone Run Capital
New York
$299K
SBWIC
2061
Schaper Benz & Wise Investment Counsel
Wisconsin
$299K +$305K +1,138 New
DLCIG
2062
D.L. Carlson Investment Group
New Hampshire
$298K
PWM
2063
PRW Wealth Management
Massachusetts
$297K
DAM
2064
Delta Asset Management
Tennessee
$297K
GWM
2065
Gray Wealth Management
Maine
$297K +$13.9K +52 +5%
ECM
2066
EagleClaw Capital Management
Massachusetts
$295K
RPCONE
2067
Retirement Planning Company of New England
Rhode Island
$295K -$536 -2 -0.2%
APP
2068
Alpha Paradigm Partners
Illinois
$295K -$181K -677 -38%
WBG
2069
Wharton Business Group
Pennsylvania
$295K -$54.7K -204 -15%
JWA
2070
JFS Wealth Advisors
Pennsylvania
$295K -$23.6K -88 -7%
MSWM
2071
McGlone Suttner Wealth Management
Wisconsin
$294K +$300K +1,120 New
AA
2072
AlphaMark Advisors
Kentucky
$294K +$268 +1 +0.1%
MRCM
2073
M&R Capital Management
New Jersey
$294K -$72.1K -269 -19%
TPWM
2074
Twelve Points Wealth Management
Massachusetts
$293K -$2.14K -8 -0.7%
PP
2075
PDS Planning
Ohio
$293K -$36.7K -137 -11%

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.