Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEWAMSTERDAM PHARMA COMPANY (NAMSW)

10 + Investors. Track Smart Money conviction in NAMSW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
20%

Smart Money Signals — NAMSW

Based on 10 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 53% of 3.0Y high

53% of all-time peak
Only 10 funds hold NAMSW today versus a peak of 19 funds at 2023 Q1 — just 53% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold NAMSW compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 20% buying

1 buying4 selling
Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 20% medium 10% new
7 out of 10 hedge funds have held NAMSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+35% value, -0% shares)

Value
+34%
Shares
0%
Last quarter: total value of institutional NAMSW holdings rose +35% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~1 new funds/quarter

2 → 0 → 0 → 0 → 1 new funds/Q
New funds entering each quarter: 0 → 0 → 0 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 80% of holders stayed 2+ years

80% veterans 10% 1-2yr 10% new
Of 10 current holders: 8 (80%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 10 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NAMSW

How many hedge funds hold NAMSW — quarterly history vs. share price
Quarterly hedge fund ownership of NAMSW vs. share price

Market Analysis: NAMSW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NAMSW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NAMSW
2026 Q1 Stats Unlock in 19 days 10 + Investors

Track Smart Money conviction in NAMSW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 10 10 -
13F Shares 1M 1M -0.1%
Total Value $32M $24M 34.52%
New Positions 1 0 +1
Increased Positions 0 0 -
Closed Positions 1 1 -
Reduced Positions 3 2 +1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NAMSW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

10 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAMSW. Verified SEC 13F-HR filings.

Top 10 institutional holders of NAMSW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Affinity Asset Advisors, LLC 0.32% 245,000 $5.6M
2 Frazier Life Sciences Management, L.P. 0.31% 500,333 $11.5M
3 Bain Capital Life Sciences Investors, LLC 0.18% 99,999 $2.3M
4 RA CAPITAL MANAGEMENT, L.P. 0.08% 333,333 $7.7M
5 DEERFIELD MANAGEMENT COMPANY, L.P. 0.03% 92,787 $2.1M
6 ARISTEIA CAPITAL, L.L.C. 0.01% 15,708 $397K
7 Vestcor Inc 0.01% 9,632 $239K
8 MILLENNIUM MANAGEMENT LLC 0.00% 75,000 $1.7M
9 CIBC Private Wealth Group LLC 0.00% 1,000 $25K
10 UBS Group AG 0.00% 396 $9K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEWAMSTERDAM PHARMA COMPANY (NAMSW)

What does the Smart Money Trend signal show for NAMSW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for NAMSW?

Heavy selling pressure — only 20% buying: Last quarter: 4 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NAMSW holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 10 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NAMSW?

70% of holders stayed for 2+ years: 7 out of 10 hedge funds have held NAMSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.