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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
+$30.4M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$25.4M |
| 3 |
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
Atlanta,
Georgia
|
-$8.94M |
| 2 |
Millennium Management
New York
|
-$7.68M |
| 3 |
Goldman Sachs
New York
|
-$2.05M |
| 4 |
PHP
Parkman Healthcare Partners
Stamford,
Connecticut
|
-$2.04M |
| 5 |
Axa
Paris,
France
|
-$550K |
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.