NewAmsterdam Pharma
NAMS
32 hedge funds and large institutions have $692M invested in NewAmsterdam Pharma in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 7 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
49% more capital invested
Capital invested by funds: $464M → $692M (+$228M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14.27% more ownership
Funds ownership: 60.96% → 75.23% (+14%)
9% less funds holding
Funds holding: 35 → 32 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$12.7M |
| 2 |
Millennium Management
New York
|
+$2.58M |
| 3 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$2.43M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$916K |
| 5 |
Morgan Stanley
New York
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$10.4M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$3.97M |
| 3 |
EP
Eversept Partners
New York
|
-$2.62M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$2.25M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$416K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $97.1K | +$52.8K | +5,769 | +197% |
|
27
UBS Group
Zurich,
Switzerland
| $8.94K | +$7.33K | +800 | New |
|
28
Barclays
London,
United Kingdom
| $5.73K | – | – | – |
|
|
CG
29
Cutler Group
San Francisco,
California
| $5K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $3.35K | – | – | – |
|
|
AWM
31
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $1.12K | – | – | – |
|
|
DCM
32
Dupont Capital Management
Wilmington,
Delaware
| $11 | – | – | – |
|
|
33
Janus Henderson Group
London,
United Kingdom
| – | -$3.97M | -434,912 | Closed |
|
|
UOC
34
UBS O'Connor
Chicago,
Illinois
| – | -$416K | -45,000 | Closed |
|
35
Alyeska Investment Group
Chicago,
Illinois
| – | -$407K | -44,432 | Closed |
|
|
MS
36
Maven Securities
St Helier,
Jersey
| – | -$231K | -25,000 | Closed |
|
|
PL
37
Parkwood LLC
Cleveland,
Ohio
| – | -$187K | -20,209 | Closed |
|
38
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$120K | -13,000 | Closed |
|
39
JP Morgan Chase
New York
| – | -$24.3K | -2,622 | Closed |
|
NAMS Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q4 2023, worth a combined $692M — up 49% from $464M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NAMS and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $12.7M. The largest seller was RA Capital Management, cutting an estimated $10.4M.
- 32 institutional investors held NewAmsterdam Pharma (NAMS) as of Q4 2023, down from 35 in Q3 2023.
- Funds reported $692M of NewAmsterdam Pharma stock for Q4 2023, up 49% quarter-over-quarter.
- 4 funds opened new NewAmsterdam Pharma positions in Q4 2023 and 7 closed out, a net change of -3 holders.
- The largest NewAmsterdam Pharma buyer in Q4 2023 was Goldman Sachs, an estimated $12.7M added.
- The largest NewAmsterdam Pharma seller in Q4 2023 was RA Capital Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2023.