NewAmsterdam Pharma
NAMS
35 hedge funds and large institutions have $464M invested in NewAmsterdam Pharma in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
21% more funds holding
Funds holding: 29 → 35 (+6)
1.5% more ownership
Funds ownership: 59.45% → 60.96% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less capital invested
Capital invested by funds: $581M → $464M (-$117M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$16.2M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$13.6M |
| 3 |
Millennium Management
New York
|
+$7.27M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$4.71M |
| 5 |
Axa
Paris,
France
|
+$635K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
-$30.1M |
| 2 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$1.13M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$922K |
| 4 |
EP
Eversept Partners
New York
|
-$344K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VVP
26
Venture Visionary Partners
Sylvania,
Ohio
| $92.5K | – | – | – |
|
|
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $27.1K | +$31.7K | +2,925 | New |
|
28
JP Morgan Chase
New York
| $24.3K | -$95.7K | -8,841 | -77% |
|
29
Morgan Stanley
New York
| $15.7K | +$9.68K | +894 | +111% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$10.8K | +1,000 | New |
|
31
Barclays
London,
United Kingdom
| $4.75K | +$5.55K | +513 | New |
|
|
CG
32
Cutler Group
San Francisco,
California
| $4K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $2.77K | – | – | – |
|
|
AWM
34
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $925 | -$715 | -66 | -40% |
|
|
DCM
35
Dupont Capital Management
Wilmington,
Delaware
| $9 | – | – | – |
|
|
DM
36
Deerfield Management
New York
| – | -$30.1M | -2,535,723 | Closed |
|
|
MIM
37
Monashee Investment Management
Boston,
Massachusetts
| – | -$1.13M | -95,000 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$2.18K | -183 | Closed |
|
NAMS Hedge Fund Activity: Q3 2023 in Review
35 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q3 2023, worth a combined $464M — down 20% from $581M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NAMS positions and 3 closed out — a net gain of 6 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $16.2M. The largest seller was Deerfield Management, exiting entirely with an estimated $30.1M sold.
- 35 institutional investors held NewAmsterdam Pharma (NAMS) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $464M of NewAmsterdam Pharma stock for Q3 2023, down 20% quarter-over-quarter.
- 9 funds opened new NewAmsterdam Pharma positions in Q3 2023 and 3 closed out, a net change of +6 holders.
- The largest NewAmsterdam Pharma buyer in Q3 2023 was Viking Global Investors, an estimated $16.2M added.
- The largest NewAmsterdam Pharma seller in Q3 2023 was Deerfield Management, an estimated $30.1M sold.
Based on aggregated 13F filings for Q3 2023.