NewAmsterdam Pharma
NAMS
90 hedge funds and large institutions have $1.38B invested in NewAmsterdam Pharma in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
76% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 17
18% more funds holding
Funds holding: 76 → 90 (+14)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.8% less ownership
Funds ownership: 80.82% → 80.02% (-0.8%)
19% less capital invested
Capital invested by funds: $1.71B → $1.38B (-$323M)
70% less call options, than puts
Call options by funds: $18K | Put options by funds: $61K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
+$16M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
+$9.7M |
| 3 |
DC
Decheng Capital
Menlo Park,
California
|
+$8.02M |
| 4 |
Janus Henderson Group
London,
|
+$7.7M |
| 5 |
Millennium Management
New York
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$25.2M |
| 2 |
OCA
Octagon Capital Advisors
New York
|
-$9.65M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.91M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$5.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.82M |
NAMS Hedge Fund Activity: Q2 2024 in Review
90 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q2 2024, worth a combined $1.38B — down 19% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new NAMS positions and 10 closed out — a net gain of 14 holders — while 30 added to existing stakes and 17 trimmed.
The largest buyer was Cormorant Asset Management, adding an estimated $16M. The largest seller was Goldman Sachs, cutting an estimated $25.2M.
- 90 institutional investors held NewAmsterdam Pharma (NAMS) as of Q2 2024, up from 76 in Q1 2024.
- Funds reported $1.38B of NewAmsterdam Pharma stock for Q2 2024, down 19% quarter-over-quarter.
- 24 funds opened new NewAmsterdam Pharma positions in Q2 2024 and 10 closed out, a net change of +14 holders.
- The largest NewAmsterdam Pharma buyer in Q2 2024 was Cormorant Asset Management, an estimated $16M added.
- The largest NewAmsterdam Pharma seller in Q2 2024 was Goldman Sachs, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2024.