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NewAmsterdam Pharma

171 hedge funds and large institutions have $3.96B invested in NewAmsterdam Pharma in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.32% more ownership

Funds ownership: 105.22%107.55% (+2.3%)

5% less capital invested

Capital invested by funds: $4.19B → $3.96B (-$224M)

8% less funds holding

Funds holding: 186171 (-15)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

38% less call options, than puts

Call options by funds: $11M | Put options by funds: $17.7M

Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
2.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
25
Increased
67
Reduced
49
Closed
35
Calls
$11M
Puts
$17.7M
Net Calls
-$6.65M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FLSM
1
Frazier Life Sciences Management
California
$542M
Capital World Investors
2
Capital World Investors
California
$356M +$36.6M +1,125,034 +11%
RCM
3
RA Capital Management
Massachusetts
$306M
FIS
4
FCPM III Services
Netherlands
$294M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M +$76.6M +2,352,827 +37%
BCLSI
6
Bain Capital Life Sciences Investors
Massachusetts
$234M
Wellington Management Group
7
Wellington Management Group
Massachusetts
$164M +$2.69M +82,643 +2%
DM
8
Deerfield Management
New York
$137M +$3.26M +100,000 +2%
Viking Global Investors
9
Viking Global Investors
Connecticut
$135M
DFO
10
Duquesne Family Office
New York
$98.3M
PCH
11
Polar Capital Holdings
United Kingdom
$90.6M +$1.8M +55,385 +2%
Jennison Associates
12
Jennison Associates
New York
$88M -$24.1M -738,818 -21%
MVM
13
Medicxi Ventures Management
Jersey
$85.6M -$6.36M -195,383 -7%
Janus Henderson Group
14
Janus Henderson Group
$72.3M -$2.7M -82,739 -4%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$70.5M +$71.8M +2,202,913 New
MC
16
Maverick Capital
Texas
$70M +$9.52M +292,176 +15%
Goldman Sachs
17
Goldman Sachs
New York
$62.3M +$7.19M +220,712 +13%
Capital International Investors
18
Capital International Investors
California
$46.1M -$20.2M -621,404 -30%
AllianceBernstein
19
AllianceBernstein
Tennessee
$42.1M -$3.31M -101,550 -8%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$35.4M -$9.77M -300,000 -21%
CHP
21
Castle Hook Partners
New York
$33.4M -$1.38M -42,371 -4%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$30.6M +$25.4M +780,426 +441%
CAM
23
Cormorant Asset Management
Massachusetts
$30.4M -$1.63M -50,000 -5%
BlackRock
24
BlackRock
New York
$28.4M +$1.2M +36,837 +4%
Bank of America
25
Bank of America
North Carolina
$27.1M +$12.6M +387,698 +84%

NAMS Hedge Fund Activity: Q1 2026 in Review

171 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in NewAmsterdam Pharma (NAMS) for Q1 2026, worth a combined $3.96B — down 5.4% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NAMS and 25 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $76.6M. The largest seller was Pictet Asset Management, cutting an estimated $24.1M.

  • 171 institutional investors held NewAmsterdam Pharma (NAMS) as of Q1 2026, down from 186 in Q4 2025.
  • Funds reported $3.96B of NewAmsterdam Pharma stock for Q1 2026, down 5.4% quarter-over-quarter.
  • 25 funds opened new NewAmsterdam Pharma positions in Q1 2026 and 35 closed out, a net change of -10 holders.
  • The largest NewAmsterdam Pharma buyer in Q1 2026 was Fidelity Investments, an estimated $76.6M added.
  • The largest NewAmsterdam Pharma seller in Q1 2026 was Pictet Asset Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2026.