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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
IWP
2201
IAG Wealth Partners
Wisconsin
$57K +$485 +2 +0.8%
DWMG
2202
DB Wealth Management Group
California
$56K
WWMSC
2203
Wagner Wealth Management (South Carolina)
South Carolina
$56K
JEST
2204
JTC Employer Solutions Trustee
Jersey
$56K +$56.2K +232 New
JWM
2205
Janiczek Wealth Management
Colorado
$53K -$52.8K -218 -49%
BIA
2206
Bell Investment Advisors
California
$53K -$16.2K -67 -22%
GWMI
2207
Guardian Wealth Management (Illinois)
Illinois
$52K
AW
2208
Avion Wealth
Texas
$51K
MTIC
2209
Missouri Trust & Investment Company
Missouri
$51K
NSB
2210
Norway Savings Bank
Maine
$51K
LWA
2211
Lowe Wealth Advisors
Maryland
$50K
CH
2212
Canton Hathaway
Rhode Island
$48K
WWP
2213
WR Wealth Planners
Missouri
$47.8K +$2.91K +12 +6%
FWM
2214
Focused Wealth Management
New York
$46K
SWM
2215
Sugarloaf Wealth Management
Georgia
$46K
KC
2216
Knuff & Co
California
$45K
MWA
2217
Moser Wealth Advisors
Washington
$45K
UIA
2218
Ulland Investment Advisors
Minnesota
$45K
NR
2219
Newfound Research
Massachusetts
$42K -$48K -198 -51%
BBPWM
2220
Blue Bell Private Wealth Management
Pennsylvania
$41K +$12.1K +50 +38%
CPFP
2221
Clear Perspectives Financial Planning
Ohio
$38K +$18.9K +78 +87%
SAM
2222
Strategic Asset Management
Minnesota
$35K
JGCM
2223
Joseph Group Capital Management
Ohio
$34K
TCM
2224
Tradewinds Capital Management
Washington
$34K
BSWA
2225
Bromfield Sneider Wealth Advisors
Massachusetts
$33K

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.