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NewAmsterdam Pharma
NAMS

76 hedge funds and large institutions have $1.71B invested in NewAmsterdam Pharma in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 2

147% more capital invested

Capital invested by funds: $692M → $1.71B (+$1.01B)

138% more funds holding

Funds holding: 32 → 76 (+44)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5.6% more ownership

Funds ownership: 75.23% → 80.82% (+5.6%)

Holders
76
Holders Change
+44
Holders Change %
+137.5%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cormorant Asset Management
Massachusetts
+$30.4M
2
PCH
Polar Capital Holdings
United Kingdom
+$25.4M
3
Jennison Associates
Jennison Associates
New York
+$18.9M
4
AG
Artal Group
Luxembourg
+$16.2M
5
DM
Deerfield Management
New York
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$8.94M
2
Millennium Management
Millennium Management
New York
-$7.68M
3
Goldman Sachs
Goldman Sachs
New York
-$2.05M
4
PHP
Parkman Healthcare Partners
Connecticut
-$2.04M
5
Axa
Axa
France
-$550K
Name Holding Trade Value Shares
Change 		Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$289M +$1.93M +95,238 +0.8%
FIS
2
FCPM III Services
Netherlands
$280M – – –
BCLSI
3
Bain Capital Life Sciences Investors
Massachusetts
$248M – – –
Viking Global Investors
4
Viking Global Investors
Connecticut
$190M – – –
RCM
5
RA Capital Management
Massachusetts
$186M – – –
MVM
6
Medicxi Ventures Management
Jersey
$67.9M – – –
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$43.2M +$10.6M +524,601 +40%
BI
8
BVF Inc
California
$36M – – –
CAM
9
Cormorant Asset Management
Massachusetts
$35.5M +$30.4M +1,500,000 New
Goldman Sachs
10
Goldman Sachs
New York
$30.4M -$2.05M -100,866 -7%
PCH
11
Polar Capital Holdings
United Kingdom
$29.6M +$25.4M +1,252,586 New
Millennium Management
12
Millennium Management
New York
$22.4M -$7.68M -378,576 -29%
GC
13
GMT Capital
Georgia
$22.3M -$8.94M -440,664 -32%
Jennison Associates
14
Jennison Associates
New York
$22M +$18.9M +930,851 New
AG
15
Artal Group
Luxembourg
$18.9M +$16.2M +800,000 New
DM
16
Deerfield Management
New York
$15.8M +$13.5M +667,000 New
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$15.4M +$13.2M +649,736 New
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$15M +$12.9M +636,231 New
APM
19
Avidity Partners Management
Texas
$11.2M +$9.64M +475,000 New
Citadel Advisors
20
Citadel Advisors
Florida
$10.7M +$8.79M +433,288 +2,059%
OCA
21
Octagon Capital Advisors
New York
$9.65M +$8.28M +408,000 New
EP
22
Eversept Partners
New York
$8.37M -$415K -20,439 -5%
OM
23
Opaleye Management
Massachusetts
$7.46M +$1.01M +50,000 +19%
ACH
24
ArrowMark Colorado Holdings
Colorado
$7.02M +$6.02M +296,807 New
AAA
25
Affinity Asset Advisors
New York
$6.77M +$3.27M +161,200 +129%
1
2 3 4

NAMS Hedge Fund Activity: Q1 2024 in Review

76 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2024, worth a combined $1.71B — up 147% from $692M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NAMS positions and 2 closed out — a net gain of 44 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Cormorant Asset Management, opening a new position worth an estimated $30.4M. The largest seller was GMT Capital, cutting an estimated $8.94M.

  • 76 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $1.71B of NewAmsterdam Pharma stock for Q1 2024, up 147% quarter-over-quarter.
  • 46 funds opened new NewAmsterdam Pharma positions in Q1 2024 and 2 closed out, a net change of +44 holders.
  • The largest NewAmsterdam Pharma buyer in Q1 2024 was Cormorant Asset Management, an estimated $30.4M added.
  • The largest NewAmsterdam Pharma seller in Q1 2024 was GMT Capital, an estimated $8.94M sold.

Based on aggregated 13F filings for Q1 2024.