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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
BHWM
2201
Beaird Harris Wealth Management
Texas
$232K
RMAM
2202
Raab & Moskowitz Asset Management
New Jersey
$232K +$237K +883 New
GTAM
2203
Global Trust Asset Management
Florida
$232K +$39.9K +149 +20%
MSR
2204
Main Street Research
Connecticut
$232K -$2.68K -10 -1%
KA
2205
Klingman & Associates
New York
$231K -$11.3K -42 -5%
SWP
2206
Summit Wealth Partners
Florida
$231K +$236K +881 New
TCB
2207
Texas Capital Bancshares
Texas
$231K +$236K +880 New
SWM
2208
SFG Wealth Management
Maryland
$231K -$13.1K -49 -5%
JIP
2209
Jaffetilchin Investment Partners
Florida
$231K +$236K +879 New
LFA
2210
Landmark Financial Advisors
Kentucky
$231K -$2.68K -10 -1%
RG
2211
Renaissance Group
Kentucky
$230K -$33K -123 -12%
AAS
2212
Annex Advisory Services
Wisconsin
$230K +$235K +876 New
FMP
2213
Financial Management Professionals
Texas
$230K +$20.6K +77 +10%
CAMV
2214
Concord Asset Management (Virginia)
Virginia
$229K +$233K +871 New
HHAA
2215
Henry H. Armstrong Associates
Pennsylvania
$229K +$233K +871 New
CAWM
2216
Capital Advisors Wealth Management
Washington
$228K +$233K +869 New
FCFC
2217
First Citizens Financial Corp
Iowa
$228K -$295K -1,100 -56%
SIA
2218
Sit Investment Associates
Minnesota
$228K +$233K +870 New
CHA
2219
Carmichael Hill & Associates
Maryland
$228K
AC
2220
Avestar Capital
New York
$228K +$233K +868 New
HTHT
2221
Hemenway Trust Hemenway Trust
New Hampshire
$228K +$232K +867 New
OHWP
2222
Oak Harbor Wealth Partners
North Carolina
$228K +$232K +867 New
JBA
2223
Johnson Bixby & Associates
Washington
$227K -$34.8K -130 -13%
BIA
2224
Beacon Investment Advisors
Maryland
$227K +$232K +865 New
CC
2225
Constitution Capital
Connecticut
$227K +$232K +865 New

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.