NewAmsterdam Pharma
NAMS
194 hedge funds and large institutions have $4.13B invested in NewAmsterdam Pharma in 2026 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 20 closing their positions.
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
40% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 50
13% more funds holding
Funds holding: 171 → 194 (+23)
4% more capital invested
Capital invested by funds: $3.96B → $4.13B (+$168M)
3.25% less ownership
Funds ownership: 107.55% → 104.29% (-3.3%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
85% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$57.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$38.5M |
| 4 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$37.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$161M |
| 2 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$115M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$36.5M |
| 4 |
FIS
FCPM III Services
Naarden,
Netherlands
|
-$23.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$22M |
NAMS Hedge Fund Activity: Q2 2026 in Review
194 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q2 2026, worth a combined $4.13B — up 4.2% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new NAMS positions and 20 closed out — a net gain of 27 holders — while 70 added to existing stakes and 50 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $57.6M. The largest seller was Wellington Management Group, cutting an estimated $161M.
- 194 institutional investors held NewAmsterdam Pharma (NAMS) as of Q2 2026, up from 171 in Q1 2026.
- Funds reported $4.13B of NewAmsterdam Pharma stock for Q2 2026, up 4.2% quarter-over-quarter.
- 47 funds opened new NewAmsterdam Pharma positions in Q2 2026 and 20 closed out, a net change of +27 holders.
- The largest NewAmsterdam Pharma buyer in Q2 2026 was Orbis Allan Gray, an estimated $57.6M added.
- The largest NewAmsterdam Pharma seller in Q2 2026 was Wellington Management Group, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2026.