NewAmsterdam Pharma
NAMS
130 hedge funds and large institutions have $2.53B invested in NewAmsterdam Pharma in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 15 closing their positions.
200% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 15
98% more capital invested
Capital invested by funds: $1.28B → $2.53B (+$1.25B)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
30% more funds holding
Funds holding: 100 → 130 (+30)
8.73% more ownership
Funds ownership: 85.64% → 94.37% (+8.7%)
35% less call options, than puts
Call options by funds: $8.11M | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$72.5M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$65M |
| 3 |
Jennison Associates
New York
|
+$63.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIS
FCPM III Services
Naarden,
Netherlands
|
-$26.2M |
| 2 |
BI
BVF Inc
San Francisco,
California
|
-$25.3M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$22.2M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
-$11.6M |
| 5 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$11.4M |
NAMS Hedge Fund Activity: Q4 2024 in Review
130 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q4 2024, worth a combined $2.53B — up 98% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new NAMS positions and 15 closed out — a net gain of 30 holders — while 42 added to existing stakes and 31 trimmed.
The largest buyer was Deerfield Management, adding an estimated $72.5M. The largest seller was FCPM III Services, cutting an estimated $26.2M.
- 130 institutional investors held NewAmsterdam Pharma (NAMS) as of Q4 2024, up from 100 in Q3 2024.
- Funds reported $2.53B of NewAmsterdam Pharma stock for Q4 2024, up 98% quarter-over-quarter.
- 45 funds opened new NewAmsterdam Pharma positions in Q4 2024 and 15 closed out, a net change of +30 holders.
- The largest NewAmsterdam Pharma buyer in Q4 2024 was Deerfield Management, an estimated $72.5M added.
- The largest NewAmsterdam Pharma seller in Q4 2024 was FCPM III Services, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2024.