NewAmsterdam Pharma
NAMS
29 hedge funds and large institutions have $581M invested in NewAmsterdam Pharma in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,200% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 1
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
53% more funds holding
Funds holding: 19 → 29 (+10)
31% more capital invested
Capital invested by funds: $445M → $581M (+$136M)
18.57% more ownership
Funds ownership: 40.89% → 59.45% (+19%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$66.3M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$34.6M |
| 3 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
+$28.8M |
| 4 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$20.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$145K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$63.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $3.57K | +$3.98K | +300 | New |
|
27
UBS Group
Zurich,
Switzerland
| $2.18K | +$2.43K | +183 | New |
|
|
AWM
28
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $1.97K | – | – | – |
|
|
DCM
29
Dupont Capital Management
Wilmington,
Delaware
| $12 | – | – | – |
|
|
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| – | -$63.9K | -4,819 | Closed |
|
NAMS Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q2 2023, worth a combined $581M — up 31% from $445M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NAMS positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 1 trimmed.
The largest buyer was RA Capital Management, adding an estimated $66.3M. The largest seller was JP Morgan Chase, cutting an estimated $145K.
- 29 institutional investors held NewAmsterdam Pharma (NAMS) as of Q2 2023, up from 19 in Q1 2023.
- Funds reported $581M of NewAmsterdam Pharma stock for Q2 2023, up 31% quarter-over-quarter.
- 11 funds opened new NewAmsterdam Pharma positions in Q2 2023 and 1 closed out, a net change of +10 holders.
- The largest NewAmsterdam Pharma buyer in Q2 2023 was RA Capital Management, an estimated $66.3M added.
- The largest NewAmsterdam Pharma seller in Q2 2023 was JP Morgan Chase, an estimated $145K sold.
Based on aggregated 13F filings for Q2 2023.