undamentalytics Newsletter

Newamsterdam Pharma Co N.V.: which funds bought and sold

Institutions that bought and sold Newamsterdam Pharma shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 116 institutions that filed 13F reports for both quarters added to or opened positions in Newamsterdam Pharma, and 69 cut or closed them. Together they sold a net 2.1M shares, −1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 162K shares (−0.2%); index fund managers were net buyers of 338K shares (+27.7%). 45 opened a new position and 19 sold out entirely.

Bought, Q2 2026 116 institutions, 45 of them new holders Sold, Q2 2026 69 institutions, 19 of them sold out
Net change, all compared −2.1M shares (−1.7%)
Net change, active managers −162K shares (−0.2%), 32 bought, 17 sold

Buyers versus sellers

institutions compared, 212
Active managers and hedge funds 32 bought · 17 sold · −162K
Index fund managers 5 bought · 0 sold · +338K
Other institutions 79 bought · 52 sold · −2.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Orbis Allan Gray Ltd Active manager +1.7M New position 1.7M $59.2M
FMR LLC Active manager +1.6M +18.0% 10.3M $350M
Price T Rowe Associates Inc Active manager +1.2M New position 1.2M $39.6M
Frazier Life Sciences Management, L.P. +1.1M +6.8% 18.1M $613M
Capital World Investors Active manager +1.1M +10.1% 12.2M $414M
Maverick Capital Ltd Hedge fund +1.1M +49.5% 3.3M $111M
Susquehanna International Group, LLP +737K +4131.8% 754K $25.6M
Ameriprise Financial Inc +500K +66.5% 1.3M $42.5M
HRT Financial LP +350K New position 350K $11.9M
Castle Hook Partners LP Hedge fund +328K +31.5% 1.4M $46.5M
Jane Street Group, LLC +309K +187.1% 474K $16.1M
Exoduspoint Capital Management, LP Hedge fund +304K New position 304K $10.3M
Capital International Investors Active manager +282K +19.6% 1.7M $58.4M
Aberdeen Group PLC +266K +31.8% 1.1M $37.4M
Jpmorgan Chase & Co +249K +28.1% 1.1M $38.4M
Franklin Resources Inc Active manager +224K +29.1% 994K $33.7M
Millennium Management LLC Hedge fund +198K +65.1% 502K $17M
Blackrock, Inc. Index funds +177K +20.0% 1.1M $36.1M
Point72 Asset Management, L.P. Hedge fund +169K New position 169K $5.7M
American Century Companies Inc Active manager +165K +31.8% 685K $23.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −4.9M −95.7% 219K $7.4M
Bain Capital Life Sciences Investors, LLC −3.5M −47.9% 3.8M $129M
Polar Capital Holdings PLC Active manager −1.1M −39.1% 1.7M $58.4M
Fcpm Iii Services B.V. −709K −7.7% 8.5M $288M
Westfield Capital Management Co LP Active manager −666K −30.3% 1.5M $52.1M
Jennison Associates LLC Active manager −648K −23.6% 2.1M $71.2M
Logos Global Management LP Hedge fund −600K Sold out 0 —
Adage Capital Partners Gp, L.L.C. Hedge fund −557K −50.3% 550K $18.6M
Medicxi Ventures Management (Jersey) Ltd −466K −17.4% 2.2M $74.9M
UBS Group AG −451K −56.7% 344K $11.7M
Cormorant Asset Management, LP Hedge fund −450K −47.4% 500K $16.9M
Goldman Sachs Group Inc −401K −20.6% 1.5M $52.4M
Handelsbanken Fonder AB −297K −70.8% 122K $4.1M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −285K Sold out 0 —
Stempoint Capital LP −284K −78.5% 78K $2.6M
Marshall Wace, LLP Hedge fund −265K Sold out 0 —
First Trust Advisors LP −224K −83.9% 43K $1.5M
BNP Paribas Asset Management Holding S.A. −176K −18.4% 781K $26.5M
Decheng Capital LLC −148K −45.6% 177K $6M
Nicholas Investment Partners, LP −125K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Orbis Allan Gray LtdActive manager 1.7M $59.2M
Price T Rowe Associates IncActive manager 1.2M $39.6M
HRT Financial LP 350K $11.9M
Exoduspoint Capital Management, LPHedge fund 304K $10.3M
Point72 Asset Management, L.P.Hedge fund 169K $5.7M
TD Asset Management Inc 148K $5M
Jump Financial, LLC 145K $4.9M
Kornitzer Capital Management Inc 140K $4.7M
Jefferies Financial Group Inc. 123K $4.2M
D. E. Shaw & Co., Inc.Hedge fund 121K $4.1M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
195
Ten largest holders
63.4%
of 13F-reported shares
Index fund managers
1.3%
of 13F-reported shares
Active managers and hedge funds
55.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 32 17 17 4 −162K −0.2%
Index fund managers 5 0 0 0 +338K +27.7%
Other institutions 79 52 28 15 −2.3M −4.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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