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NewAmsterdam Pharma
NAMS

29 hedge funds and large institutions have $581M invested in NewAmsterdam Pharma in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

53% more funds holding

Funds holding: 19 → 29 (+10)

31% more capital invested

Capital invested by funds: $445M → $581M (+$136M)

18.57% more ownership

Funds ownership: 40.89% → 59.45% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
29
Holders Change
+10
Holders Change %
+52.63%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
13
Reduced
1
Closed
1
Calls
$3.44M
Puts
–
Net Calls
+$3.44M
Net Calls Change
-$397K

Top Buyers

Rank Fund Capital Flow
1
RCM
RA Capital Management
Massachusetts
+$66.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$34.6M
3
BCLSI
Bain Capital Life Sciences Investors
Massachusetts
+$28.8M
4
FLSM
Frazier Life Sciences Management
California
+$20.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$145K
2
WAM
Wolverine Asset Management
Illinois
-$63.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$129M +$20.3M +1,530,252 +16%
BCLSI
2
Bain Capital Life Sciences Investors
Massachusetts
$125M +$28.8M +2,173,913 +26%
RCM
3
RA Capital Management
Massachusetts
$107M +$66.3M +5,000,000 +125%
Viking Global Investors
4
Viking Global Investors
Connecticut
$77.6M +$34.6M +2,608,695 +67%
MVM
5
Medicxi Ventures Management
Jersey
$34.1M +$11.5M +869,565 +43%
DM
6
Deerfield Management
New York
$30.1M – – –
BI
7
BVF Inc
California
$18.1M – – –
GC
8
GMT Capital
Georgia
$16.5M +$3.98M +300,000 +28%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$14.3M +$15.9M +1,200,000 New
EP
10
Eversept Partners
New York
$8.23M +$8.58M +646,513 +1,410%
Ensign Peak Advisors
11
Ensign Peak Advisors
Utah
$5.25M +$1.15M +86,956 +24%
Millennium Management
12
Millennium Management
New York
$4.44M +$4.22M +317,919 +571%
PHP
13
Parkman Healthcare Partners
Connecticut
$2.84M +$1.65M +124,051 +108%
Axa
14
Axa
France
$2.67M +$2.98M +224,351 New
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$1.54M +$1.72M +129,547 New
AAA
16
Affinity Asset Advisors
New York
$1.19M +$1.33M +100,000 New
MIM
17
Monashee Investment Management
Massachusetts
$1.13M +$1.26M +95,000 New
SSA
18
Schonfeld Strategic Advisors
New York
$681K +$361K +27,200 +90%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$306K +$95.6K +7,209 +39%
Marshall Wace
20
Marshall Wace
United Kingdom
$302K +$336K +25,361 New
MS
21
Maven Securities
Jersey
$297K +$332K +25,000 New
JP Morgan Chase
22
JP Morgan Chase
New York
$136K -$145K -10,904 -49%
VVP
23
Venture Visionary Partners
Ohio
$119K +$133K +10,000 New
Morgan Stanley
24
Morgan Stanley
New York
$9.61K +$4.05K +305 +61%
CG
25
Cutler Group
California
$5K +$6.63K +500 New
1
2

NAMS Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q2 2023, worth a combined $581M — up 31% from $445M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NAMS positions and 1 closed out — a net gain of 10 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was RA Capital Management, adding an estimated $66.3M. The largest seller was JP Morgan Chase, cutting an estimated $145K.

  • 29 institutional investors held NewAmsterdam Pharma (NAMS) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $581M of NewAmsterdam Pharma stock for Q2 2023, up 31% quarter-over-quarter.
  • 11 funds opened new NewAmsterdam Pharma positions in Q2 2023 and 1 closed out, a net change of +10 holders.
  • The largest NewAmsterdam Pharma buyer in Q2 2023 was RA Capital Management, an estimated $66.3M added.
  • The largest NewAmsterdam Pharma seller in Q2 2023 was JP Morgan Chase, an estimated $145K sold.

Based on aggregated 13F filings for Q2 2023.