NewAmsterdam Pharma
NAMS
126 hedge funds and large institutions have $2.28B invested in NewAmsterdam Pharma in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 30 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 32
48% more call options, than puts
Call options by funds: $9.46M | Put options by funds: $6.37M
6.87% more ownership
Funds ownership: 94.37% → 101.24% (+6.9%)
3% less funds holding
Funds holding: 130 → 126 (-4)
10% less capital invested
Capital invested by funds: $2.53B → $2.28B (-$256M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$129M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$28.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
| 5 |
JP Morgan Chase
New York
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$10.7M |
| 2 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$9.45M |
| 3 |
OM
Opaleye Management
Boston,
Massachusetts
|
-$8.35M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$7.41M |
| 5 |
GC
GMT Capital
Atlanta,
Georgia
|
-$7.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
SEI Investments
Oaks,
Pennsylvania
| – | -$240K | -9,326 | Closed |
|
|
KCM
152
Kennedy Capital Management
St Louis,
Missouri
| – | -$204K | -7,945 | Closed |
|
|
VEA
153
Virtus ETF Advisers
New York
| – | -$72.8K | -2,834 | Closed |
|
154
Group One Trading
Chicago,
Illinois
| – | -$3.91K | -176 | Closed |
|
155
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.65K | -142 | Closed |
|
156
AssetMark Inc
Concord,
California
| – | -$2.47K | -96 | Closed |
|
NAMS Hedge Fund Activity: Q1 2025 in Review
126 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2025, worth a combined $2.28B — down 10% from $2.53B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of NAMS and 26 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 51 added.
The largest buyer was Capital World Investors, adding an estimated $129M. The largest seller was Millennium Management, cutting an estimated $10.7M.
- 126 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2025, down from 130 in Q4 2024.
- Funds reported $2.28B of NewAmsterdam Pharma stock for Q1 2025, down 10% quarter-over-quarter.
- 26 funds opened new NewAmsterdam Pharma positions in Q1 2025 and 30 closed out, a net change of -4 holders.
- The largest NewAmsterdam Pharma buyer in Q1 2025 was Capital World Investors, an estimated $129M added.
- The largest NewAmsterdam Pharma seller in Q1 2025 was Millennium Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2025.