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NewAmsterdam Pharma
NAMS

76 hedge funds and large institutions have $1.71B invested in NewAmsterdam Pharma in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 2

147% more capital invested

Capital invested by funds: $692M → $1.71B (+$1.01B)

138% more funds holding

Funds holding: 32 → 76 (+44)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5.6% more ownership

Funds ownership: 75.23% → 80.82% (+5.6%)

Holders
76
Holders Change
+44
Holders Change %
+137.5%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cormorant Asset Management
Massachusetts
+$30.4M
2
PCH
Polar Capital Holdings
United Kingdom
+$25.4M
3
Jennison Associates
Jennison Associates
New York
+$18.9M
4
AG
Artal Group
Luxembourg
+$16.2M
5
DM
Deerfield Management
New York
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$8.94M
2
Millennium Management
Millennium Management
New York
-$7.68M
3
Goldman Sachs
Goldman Sachs
New York
-$2.05M
4
PHP
Parkman Healthcare Partners
Connecticut
-$2.04M
5
Axa
Axa
France
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
26
Axa
France
$5.89M -$550K -27,077 -10%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$5.82M +$1.1M +54,150 +28%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$5.76M +$4.95M +243,700 New
TCM
29
TimesSquare Capital Management
New York
$5.41M +$4.64M +228,616 New
Wellington Management Group
30
Wellington Management Group
Massachusetts
$5.16M +$4.43M +218,082 New
PHP
31
Parkman Healthcare Partners
Connecticut
$4.74M -$2.04M -100,439 -33%
Morgan Stanley
32
Morgan Stanley
New York
$4.2M +$2.45M +120,512 +211%
NCM
33
Nantahala Capital Management
Connecticut
$4.14M +$3.55M +175,000 New
PA
34
Perceptive Advisors
New York
$4.14M +$3.55M +175,000 New
MIM
35
Monashee Investment Management
Massachusetts
$4.02M +$3.45M +170,000 New
SSA
36
Schonfeld Strategic Advisors
New York
$2.89M +$1.12M +55,100 +82%
Marshall Wace
37
Marshall Wace
United Kingdom
$2.73M +$1.65M +81,439 +240%
MAP
38
Moody Aldrich Partners
Massachusetts
$2.63M +$2.26M +111,267 New
SCM
39
Silverarc Capital Management
Massachusetts
$2.36M +$2.02M +99,612 New
BBA
40
Baker Bros. Advisors
New York
$2.29M +$1.97M +96,827 New
SC
41
Stempoint Capital
New York
$1.9M +$1.63M +80,334 New
JGC
42
J. Goldman & Co
New York
$1.86M +$1.6M +78,834 New
AGP
43
Artia Global Partners
Florida
$1.28M +$1.1M +54,285 New
Geode Capital Management
44
Geode Capital Management
Massachusetts
$1.23M +$98.7K +4,861 +10%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.22M +$1.05M +51,675 New
UBS Group
46
UBS Group
Switzerland
$1.14M +$964K +47,479 +5,935%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$843K +$723K +35,641 New
LIP
48
Lighthouse Investment Partners
Florida
$694K +$596K +29,357 New
YIH
49
Y-Intercept (HK)
Hong Kong
$620K +$532K +26,208 New
GGHC
50
Gilder Gagnon Howe & Co
New York
$579K +$497K +24,466 New
1
2
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NAMS Hedge Fund Activity: Q1 2024 in Review

76 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2024, worth a combined $1.71B — up 147% from $692M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NAMS positions and 2 closed out — a net gain of 44 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Cormorant Asset Management, opening a new position worth an estimated $30.4M. The largest seller was GMT Capital, cutting an estimated $8.94M.

  • 76 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $1.71B of NewAmsterdam Pharma stock for Q1 2024, up 147% quarter-over-quarter.
  • 46 funds opened new NewAmsterdam Pharma positions in Q1 2024 and 2 closed out, a net change of +44 holders.
  • The largest NewAmsterdam Pharma buyer in Q1 2024 was Cormorant Asset Management, an estimated $30.4M added.
  • The largest NewAmsterdam Pharma seller in Q1 2024 was GMT Capital, an estimated $8.94M sold.

Based on aggregated 13F filings for Q1 2024.