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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
YC
51
Yarbrough Capital
Tennessee
$567K +$486K +23,960 New
CSS
52
Cubist Systematic Strategies
Connecticut
$544K +$467K +22,993 New
HP
53
HealthInvest Partners
Sweden
$530K +$455K +22,394 New
SEI Investments
54
SEI Investments
Pennsylvania
$390K +$334K +16,474 New
M&T Bank
55
M&T Bank
New York
$372K +$319K +15,738 New
CCM
56
Cinctive Capital Management
New York
$356K +$305K +15,041 New
GT
57
Glenmede Trust
Pennsylvania
$300K +$257K +12,665 New
VVP
58
Venture Visionary Partners
Ohio
$277K +$34.5K +1,700 +17%
BlackRock
59
BlackRock
New York
$265K -$238K -11,721 -51%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$215K +$185K +9,100 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$214K +$183K +9,039 New
WAM
62
Wolverine Asset Management
Illinois
$169K -$31.7K -1,564 -18%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$163K +$155K +7,640 New
US Bancorp
64
US Bancorp
Minnesota
$153K +$131K +6,461 New
JP Morgan Chase
65
JP Morgan Chase
New York
$102K +$87.7K +4,319 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$82K -$151K -7,425 -68%
Bank of America
67
Bank of America
North Carolina
$47.3K +$40.6K +2,000 New
CH
68
Canton Hathaway
Rhode Island
$24K +$20.3K +1,000 New
BCPWM
69
Bradley & Co Private Wealth Management
Florida
$17.2K +$14.8K +729 New
S
70
SignatureFD
Georgia
$15.3K +$13.1K +647 New
Wells Fargo
71
Wells Fargo
California
$11.8K +$4.06K +200 +67%
PA
72
PSI Advisors
Florida
$11.8K +$10.1K +500 New
SHIM
73
Stone House Investment Management
Pennsylvania
$7.69K +$6.6K +325 New
Barclays
74
Barclays
United Kingdom
$2.22K -$8.5K -419 -82%
PS
75
Principal Securities
Iowa
$118 +$101 +5 New
1 2
3
4

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.