NewAmsterdam Pharma
NAMS
171 hedge funds and large institutions have $3.96B invested in NewAmsterdam Pharma in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 35 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 49
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2.32% more ownership
Funds ownership: 105.22% → 107.55% (+2.3%)
5% less capital invested
Capital invested by funds: $4.19B → $3.96B (-$224M)
8% less funds holding
Funds holding: 186 → 171 (-15)
29% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 35
38% less call options, than puts
Call options by funds: $11M | Put options by funds: $17.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$76.6M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$71.8M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$36.6M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$25.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$24.1M |
| 2 |
Jennison Associates
New York
|
-$24.1M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$20.2M |
| 4 |
FTM
First Turn Management
Del Mar,
California
|
-$10.9M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$9.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
201
Strategic Wealth Partners
Independence,
Ohio
| – | -$11.4K | -325 | Closed |
|
|
GWM
202
Greenline Wealth Management
Boca Raton,
Florida
| – | -$8.16K | -233 | Closed |
|
|
SIC
203
SJS Investment Consulting
Sylvania,
Ohio
| – | -$2.98K | -85 | Closed |
|
|
GI
204
GAMMA Investing
Foster City,
California
| – | -$351 | -10 | Closed |
|
205
Osaic Holdings
Scottsdale,
Arizona
| – | -$351 | -10 | Closed |
|
|
KG
206
Kilter Group
Rhinebeck,
New York
| – | -$316 | -9 | Closed |
|
NAMS Hedge Fund Activity: Q1 2026 in Review
171 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2026, worth a combined $3.96B — down 5.4% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of NAMS and 25 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 67 added.
The largest buyer was Fidelity Investments, adding an estimated $76.6M. The largest seller was Pictet Asset Management, cutting an estimated $24.1M.
- 171 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2026, down from 186 in Q4 2025.
- Funds reported $3.96B of NewAmsterdam Pharma stock for Q1 2026, down 5.4% quarter-over-quarter.
- 25 funds opened new NewAmsterdam Pharma positions in Q1 2026 and 35 closed out, a net change of -10 holders.
- The largest NewAmsterdam Pharma buyer in Q1 2026 was Fidelity Investments, an estimated $76.6M added.
- The largest NewAmsterdam Pharma seller in Q1 2026 was Pictet Asset Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2026.