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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
BlackRock
1
BlackRock
New York
$12.7B +$441M +1,643,932 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.6B +$162M +605,628 +1%
State Street
3
State Street
Massachusetts
$7.79B +$162M +606,026 +2%
Primecap Management
4
Primecap Management
California
$4.02B -$73.1M -272,657 -2%
Morgan Stanley
5
Morgan Stanley
New York
$3.49B +$408M +1,523,665 +13%
Capital Research Global Investors
6
Capital Research Global Investors
California
$3.13B -$184M -687,700 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.98B +$46.9M +174,774 +2%
Charles Schwab
8
Charles Schwab
California
$2.44B +$13.6M +50,756 +0.5%
AWA
9
Arete Wealth Advisors
Illinois
$2.29B +$399K +1,490 +21%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.15B +$609M +2,272,995 +39%
Wells Fargo
11
Wells Fargo
California
$1.94B -$27.5M -102,594 -1%
Northern Trust
12
Northern Trust
Illinois
$1.87B -$14.4M -53,851 -0.8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.79B -$503M -1,877,007 -22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.6B +$574K +2,143 +0%
Bank of America
15
Bank of America
North Carolina
$1.55B -$234M -871,882 -13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.45B -$122M -454,780 -8%
Norges Bank
17
Norges Bank
Norway
$1.35B +$94.2M +351,341 +7%
Aristotle Capital Management
18
Aristotle Capital Management
California
$1.22B -$66.5M -248,185 -5%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.07B -$50.6M -188,750 -4%
UBS Group
20
UBS Group
Switzerland
$1.01B +$130M +486,697 +15%
Deutsche Bank
21
Deutsche Bank
Germany
$833M -$470M -1,751,743 -36%
Amundi
22
Amundi
France
$799M +$126M +468,762 +19%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$775M +$484M +1,806,456 +158%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$736M
Invesco
25
Invesco
Georgia
$730M +$41.8M +156,028 +6%

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.