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NewAmsterdam Pharma
NAMS

186 hedge funds and large institutions have $4.19B invested in NewAmsterdam Pharma in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 10

36% more funds holding

Funds holding: 137 → 186 (+49)

22% more capital invested

Capital invested by funds: $3.42B → $4.19B (+$762M)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.84% less ownership

Funds ownership: 107.06% → 105.22% (-1.8%)

30% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $15.9M

Holders
186
Holders Change
+49
Holders Change %
+35.77%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
61
Increased
52
Reduced
51
Closed
10
Calls
$11.1M
Puts
$15.9M
Net Calls
-$4.82M
Net Calls Change
+$61.9M

Top Buyers

Rank Fund Capital Flow
1
DFO
Duquesne Family Office
New York
+$41.7M
2
CHP
Castle Hook Partners
New York
+$39.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.9M
5
Goldman Sachs
Goldman Sachs
New York
+$30.8M

Top Sellers

Rank Fund Capital Flow
1
BCLSI
Bain Capital Life Sciences Investors
Massachusetts
-$124M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$82.7M
3
CAM
Cormorant Asset Management
Massachusetts
-$42.8M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$42.6M
5
Morgan Stanley
Morgan Stanley
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.5M +$2.59M +71,282 New
State Street
77
State Street
Massachusetts
$2.4M +$172K +4,713 +7%
DZ Bank
78
DZ Bank
Germany
$2.22M +$2.3M +63,302 New
LWM
79
Lifetime Wealth Management
Texas
$2.08M +$2.16M +59,250 New
MMC
80
Mizuho Markets Cayman
Cayman Islands
$1.68M +$1.74M +47,879 New
JG
81
Jain Global
New York
$1.67M +$1.73M +47,584 New
FAM
82
Fred Alger Management
New York
$1.67M +$228K +6,271 +15%
ACM
83
Aquatic Capital Management
Illinois
$1.61M +$1.67M +45,989 New
IC
84
Ikarian Capital
Texas
$1.61M -$2.22M -60,970 -57%
SEI Investments
85
SEI Investments
Pennsylvania
$1.44M +$1.49M +41,040 New
Legal & General Group
86
Legal & General Group
United Kingdom
$1.44M -$174K -4,787 -10%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$1.41M -$276K -7,586 -16%
BG
88
Bellevue Group
Switzerland
$1.27M +$791K +21,725 +149%
HS
89
HighVista Strategies
Massachusetts
$1.25M +$137K +3,755 +12%
BFM
90
Boothbay Fund Management
New York
$1.19M -$247K -6,795 -17%
KOCAA
91
Knights of Columbus Asset Advisors
Connecticut
$1.14M -$41K -1,127 -3%
Verition Fund Management
92
Verition Fund Management
Connecticut
$1.14M +$676K +18,563 +134%
Northern Trust
93
Northern Trust
Illinois
$1.13M -$42.3K -1,162 -3%
Squarepoint
94
Squarepoint
New York
$1.08M +$359K +9,860 +47%
II
95
Ishara Investments
California
$1.05M +$1.09M +30,000 New
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.01M +$348K +9,575 +50%
WG
97
Winton Group
United Kingdom
$1.01M +$1.04M +28,665 New
TC
98
TwinBeech Capital
New York
$961K +$997K +27,400 New
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$936K – – –
CUAMC
100
China Universal Asset Management Company
China
$929K +$245K +6,735 +34%
2 3
4
5 6

NAMS Hedge Fund Activity: Q4 2025 in Review

186 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q4 2025, worth a combined $4.19B — up 22% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new NAMS positions and 10 closed out — a net gain of 51 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Duquesne Family Office, adding an estimated $41.7M. The largest seller was Bain Capital Life Sciences Investors, cutting an estimated $124M.

  • 186 institutional investors held NewAmsterdam Pharma (NAMS) as of Q4 2025, up from 137 in Q3 2025.
  • Funds reported $4.19B of NewAmsterdam Pharma stock for Q4 2025, up 22% quarter-over-quarter.
  • 61 funds opened new NewAmsterdam Pharma positions in Q4 2025 and 10 closed out, a net change of +51 holders.
  • The largest NewAmsterdam Pharma buyer in Q4 2025 was Duquesne Family Office, an estimated $41.7M added.
  • The largest NewAmsterdam Pharma seller in Q4 2025 was Bain Capital Life Sciences Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2025.