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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
CCA
2351
Catalyst Capital Advisors
New York
$110K -$2.68K -10 -2%
CCM
2352
Copeland Capital Management
Pennsylvania
$108K
CSWM
2353
Cassady Schiller Wealth Management
Ohio
$108K +$110K +410 New
AWM
2354
AllSquare Wealth Management
New York
$106K
AAG
2355
Armstrong Advisory Group
Massachusetts
$104K +$106K +397 New
LWP
2356
Lumature Wealth Partners
Georgia
$101K +$64.6K +241 +167%
OCM
2357
Osterweis Capital Management
California
$99K
AWM
2358
Accel Wealth Management
Iowa
$97K
TF
2359
TimeScale Financial
Massachusetts
$93.6K
PGAM
2360
Princeton Global Asset Management
New Jersey
$91K
CMBA
2361
C.M. Bidwell & Associates
Hawaii
$90.3K
HWMA
2362
Heritage Wealth Management (Arizona)
Arizona
$90.3K +$56.8K +212 +161%
TFGT
2363
TS Financial Group (TSFG)
Illinois
$89K +$268 +1 +0.3%
GG
2364
Gleason Group
Kentucky
$87.6K +$804 +3 +0.9%
TSWM
2365
Tyler-Stone Wealth Management
Ohio
$87K
TIM
2366
Tortoise Investment Management
New York
$85.9K -$119K -445 -58%
MWM
2367
MinichMacGregor Wealth Management
New York
$84K +$85.8K +320 New
IGWM
2368
ICA Group Wealth Management
Colorado
$82.6K -$253K -945 -75%
JWM
2369
Janiczek Wealth Management
Colorado
$82.4K +$20.6K +77 +34%
AWM
2370
Atticus Wealth Management
Florida
$80.2K +$2.14K +8 +3%
HC
2371
Hoese & Co
Minnesota
$80K
POIA
2372
Pin Oak Investment Advisors
Texas
$76K
BIA
2373
Bell Investment Advisors
California
$74.6K +$13.4K +50 +21%
KA
2374
Kozak & Associates
Colorado
$74K
RWML
2375
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$73.8K -$268 -1 -0.4%

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.