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NewAmsterdam Pharma
NAMS

19 hedge funds and large institutions have $445M invested in NewAmsterdam Pharma in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

36% more funds holding

Funds holding: 14 → 19 (+5)

23% more capital invested

Capital invested by funds: $362M → $445M (+$82.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.21% less ownership

Funds ownership: 41.09% → 40.89% (-0.21%)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
4
Reduced
–
Closed
3
Calls
$3.84M
Puts
–
Net Calls
+$3.84M
Net Calls Change
+$3.84M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$2.04M
2
PHP
Parkman Healthcare Partners
Connecticut
+$1.45M
3
GC
GMT Capital
Georgia
+$1.06M
4
Millennium Management
Millennium Management
New York
+$702K
5
DM
Deerfield Management
New York
+$701K

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.33M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.52M
3
TRCT
Tower Research Capital (TRC)
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$126M – – –
BCLSI
2
Bain Capital Life Sciences Investors
Massachusetts
$110M – – –
RCM
3
RA Capital Management
Massachusetts
$53M – – –
Viking Global Investors
4
Viking Global Investors
Connecticut
$52.6M +$2.04M +162,042 +4%
DM
5
Deerfield Management
New York
$33.6M +$701K +55,524 +2%
MVM
6
Medicxi Ventures Management
Jersey
$26.5M – – –
BI
7
BVF Inc
California
$20.5M – – –
GC
8
GMT Capital
Georgia
$14.4M +$1.06M +83,800 +8%
Ensign Peak Advisors
9
Ensign Peak Advisors
Utah
$4.71M – – –
PHP
10
Parkman Healthcare Partners
Connecticut
$1.52M +$1.45M +115,000 New
Millennium Management
11
Millennium Management
New York
$748K +$702K +55,633 New
EP
12
Eversept Partners
New York
$608K +$579K +45,856 New
SSA
13
Schonfeld Strategic Advisors
New York
$399K +$380K +30,100 New
JP Morgan Chase
14
JP Morgan Chase
New York
$301K +$268K +21,265 +1,930%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$249K +$234K +18,559 New
WAM
16
Wolverine Asset Management
Illinois
$63.9K +$60.8K +4,819 New
Morgan Stanley
17
Morgan Stanley
New York
$6.67K +$6.35K +503 New
AWM
18
Atticus Wealth Management
Florida
$2.2K +$2.1K +166 New
DCM
19
Dupont Capital Management
Delaware
$13 – – –
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
– -$5.33M -563,119 Closed
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
– -$2.52M -200,000 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– -$1K -88 Closed

NAMS Hedge Fund Activity: Q1 2023 in Review

19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2023, worth a combined $445M — up 23% from $362M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NAMS positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $2.04M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $5.33M sold.

  • 19 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $445M of NewAmsterdam Pharma stock for Q1 2023, up 23% quarter-over-quarter.
  • 8 funds opened new NewAmsterdam Pharma positions in Q1 2023 and 3 closed out, a net change of +5 holders.
  • The largest NewAmsterdam Pharma buyer in Q1 2023 was Viking Global Investors, an estimated $2.04M added.
  • The largest NewAmsterdam Pharma seller in Q1 2023 was Janus Henderson Group, an estimated $5.33M sold.

Based on aggregated 13F filings for Q1 2023.