Vault-13

AMICUS THERAPEUTICS INC FOLD

COM · Common Stock · CUSIP 03152W109 · ISIN US03152W1099

218 institutional holders -10 vs Q1 2023
307,264,924307.3m shares reported held*
$3.9bnreported value*
22 new 80 added 75 reduced 32 sold out net bought ≈ $87.4m (+6.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.55. Options: 12 managers hold calls ($11.5m notional), 9 hold puts ($5.0m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 223Q4 22: 231Q1 23: 228Q2 23: 218218Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022223
Q4 2022231
Q1 2023228
Q2 2023218

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 123 bought or addedQ4 22: 96 cut or sold outQ4 22Q1 23: 127 bought or addedQ1 23: 85 cut or sold outQ1 23Q2 23: 102 bought or addedQ2 23: 107 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202212396
Q1 202312785
Q2 2023102107

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 22 calls: $8.1mQ3 22 puts: $5.0mQ3 22P/C 0.62Q4 22 calls: $8.9mQ4 22 puts: $7.2mQ4 22P/C 0.82Q1 23 calls: $4.4mQ1 23 puts: $6.4mQ1 23P/C 1.44Q2 23 calls: $11.5mQ2 23 puts: $5.0mQ2 23P/C 0.43
Numbers
QuarterCallsPutsP/C
Q3 2022$8.1m$5.0m0.62
Q4 2022$8.9m$7.2m0.82
Q1 2023$4.4m$6.4m1.44
Q2 2023$11.5m$5.0m0.43

Biggest buyers

DEUTSCHE BANK AG\ Added +5,151,461+5.2m
Point72 Asset Management, L.P. Added +4,751,772+4.8m
AMERICAN CENTURY COMPANIES INC New +3,914,613+3.9m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ New +1,481,286+1.5m
JANUS HENDERSON GROUP PLC Added +1,313,153+1.3m
Redmile Group, LLC Added +1,220,100+1.2m
BlackRock Inc. Added +1,160,568+1.2m
Balyasny Asset Management L.P. Added +1,106,425+1.1m
Artal Group S.A. Added +1,036,160+1.0m
GOLDMAN SACHS GROUP INC Added +885,390+885.4k

Biggest sellers

MORGAN STANLEY Reduced -3,440,101-3.4m
FMR LLC Reduced -2,104,855-2.1m
NORGES BANK Reduced -1,883,102-1.9m
MILLENNIUM MANAGEMENT LLC Reduced -1,863,903-1.9m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Reduced -1,420,577-1.4m
VICTORY CAPITAL MANAGEMENT INC Reduced -1,311,824-1.3m
PICTET ASSET MANAGEMENT SA Reduced -542,313-542.3k
D. E. Shaw & Co., Inc. Reduced -519,671-519.7k
CITADEL ADVISORS LLC Reduced -499,177-499.2k
RENAISSANCE TECHNOLOGIES LLC Sold out -389,000-389.0k

Biggest calls

Artal Group S.A. New $6.3m500.0k shares
CITIGROUP INC Added $1.4m112.7k shares
Caption Management, LLC Reduced $1.0m80.0k shares
Jefferies Financial Group Inc. New $825.2k65.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $491.1k39.1k shares
CITADEL ADVISORS LLC Reduced $396.9k31.6k shares
JANE STREET GROUP, LLC New $368.0k29.3k shares
GROUP ONE TRADING LLC Added $252.5k20.1k shares
SIMPLEX TRADING, LLC Reduced $216.0k17.2k shares
WOLVERINE TRADING, LLC New $125.7k10.0k shares

Biggest puts

CITIGROUP INC Added $1.9m152.7k shares
Caption Management, LLC Reduced $1.0m80.0k shares
CITADEL ADVISORS LLC Added $585.3k46.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $506.2k40.3k shares
SIMPLEX TRADING, LLC Added $271.0k21.6k shares
JANE STREET GROUP, LLC Added $261.2k20.8k shares
Jefferies Financial Group Inc. New $251.2k20.0k shares
GROUP ONE TRADING LLC Added $153.2k12.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.9 pts · filed 2025-04-23 7.4% -1.9 pts 22.8m 2025-04-23
BARCLAYS PLC 13G · institution new · filed 2026-05-14 5.7% new 17.8m 2026-05-14
UBS Group AG 13G · institution new · filed 2026-05-07 5.5% new 17.1m 2026-05-07
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 16.4m 2026-04-29

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (0.0%, 2026-08-12), GLAZER CAPITAL, LLC (0.0%, 2026-05-01), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (0.4%, 2026-02-10), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (3.4%, 2026-02-09), Avoro Capital Advisors LLC (4.9%, 2025-11-14)

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PERCEPTIVE ADVISORS LLC 10.09% of their portfolio NEW YORK, NY 27,662,91727.7m $347.4m $347.4m 10.09% Unchanged
2 Avoro Capital Advisors LLC 4.67% of their portfolio NEW YORK, NY 27,400,00027.4m $344.1m $344.1m 4.67% Added +100.0k +100,000
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 27,024,41727.0m $339.4m $339.4m 0.01% Added +162.5k +162,472
4 BlackRock Inc. 0.01% of their portfolio New York, NY 20,898,59320.9m $262.5m $262.5m 0.01% Added +1.2m +1,160,568
5 Redmile Group, LLC 9.43% of their portfolio LARKSPUR, CA 19,566,96119.6m $245.8m $245.8m 9.43% Added +1.2m +1,220,100
6 JANUS HENDERSON GROUP PLC 0.12% of their portfolio LONDON, X0 14,923,58814.9m $187.4m $187.4m 0.12% Added +1.3m +1,313,153
7 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 13,442,39113.4m $168.8m $168.8m 0.02% Reduced -291.1k -291,094
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 13,060,80813.1m $164.0m $164.0m 0.02% Reduced -3.4m -3,440,101
9 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 11,179,24211.2m $140.4m $140.4m 0.01% Added +48.4k +48,357
10 Palo Alto Investors LP 10.68% of their portfolio PALO ALTO, CA 10,524,02210.5m $132.2m $132.2m 10.68% Unchanged
11 PICTET ASSET MANAGEMENT SA 0.14% of their portfolio GENEVA 73, V8 9,442,5889.4m $118.6m $118.6m 0.14% Reduced -542.3k -542,313
12 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 7,820,2967.8m $98.2m $98.2m 0.02% Added +305.3k +305,255
13 Point72 Asset Management, L.P. 0.30% of their portfolio STAMFORD, CT 7,000,9007.0m $87.9m $87.9m 0.30% Added +4.8m +4,751,772
14 MACQUARIE GROUP LTD 0.10% of their portfolio Sydney, NSW 2000, C3 6,921,9816.9m $86.9m $86.9m 0.10% Reduced -249.1k -249,054
15 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 6,258,7346.3m $78.6m $78.6m 0.04% Added +5.2m +5,151,461
16 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 5,395,6065.4m $67.8m $67.8m 0.01% Added +253.2k +253,199
17 Fiera Capital Corp 0.18% of their portfolio MONTREAL, A8 4,979,7855.0m $62.5m $62.5m 0.18% Reduced -121.6k -121,579
18 Artal Group S.A. 1.84% of their portfolio LUXEMBOURG, N4 4,562,5674.6m $57.3m $57.3m 1.84% Added +1.0m +1,036,160
19 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 3,914,6133.9m $49.2m $49.2m 0.04% New
20 NORGES BANK 0.01% of their portfolio OSLO, Q8 3,286,3173.3m $41.3m $41.3m 0.01% Reduced -1.9m -1,883,102
21 Balyasny Asset Management L.P. 0.11% of their portfolio Chicago, IL 3,225,0333.2m $40.5m $40.5m 0.11% Added +1.1m +1,106,425
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,816,3222.8m $35.4m $35.4m 0.01% Added +99.5k +99,488
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,796,1212.8m $35.1m $35.1m 0.01% Added +885.4k +885,390
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,378,9022.4m $29.9m $29.9m 0.00% Reduced -121.2k -121,164
25 Boxer Capital, LLC 1.35% of their portfolio San Diego, CA 2,325,0002.3m $29.2m $29.2m 1.35% Unchanged
26 FMR LLC 0.00% of their portfolio BOSTON, MA 2,309,6212.3m $29.0m $29.0m 0.00% Reduced -2.1m -2,104,855
27 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio CHICAGO, IL 2,306,6652.3m $29.0m $29.0m 0.09% Added +25.6k +25,573
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,106,0172.1m $26.5m $26.5m 0.01% Added +39.9k +39,859
29 NOVO HOLDINGS A/S 2.03% of their portfolio HELLERUP, G7 2,095,9002.1m $26.3m $26.3m 2.03% Unchanged
30 ORBIMED ADVISORS LLC 0.43% of their portfolio New York, NY 1,856,4001.9m $23.3m $23.3m 0.43% Added +685.4k +685,400
31 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,481,2861.5m $18.6m $18.6m 0.01% New
32 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 1,465,8641.5m $18.4m $18.4m 0.02% Reduced -38.9k -38,854
33 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,392,6141.4m $17.5m $17.5m 0.00% Reduced -76.4k -76,388
34 PANAGORA ASSET MANAGEMENT INC 0.10% of their portfolio BOSTON, MA 1,333,4441.3m $16.7m $16.7m 0.10% Reduced -33.5k -33,521
35 Finepoint Capital LP 5.76% of their portfolio BOSTON, MA 1,325,7751.3m $16.7m $16.7m 5.76% Reduced -134.4k -134,400
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,176,2991.2m $14.8m $14.8m 0.00% Added +4.9k +4,944
37 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 1,131,9261.1m $14.2m $14.2m 0.02% Reduced -519.7k -519,671
38 PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio PASADENA, CA 1,094,2001.1m $13.7m $13.7m 0.01% Reduced -59.2k -59,200
39 Rock Springs Capital Management LP 0.32% of their portfolio Baltimore, MD 1,063,8061.1m $13.4m $13.4m 0.32% Unchanged
40 RICE HALL JAMES & ASSOCIATES, LLC 0.75% of their portfolio San Diego, CA 1,048,6631.0m $13.2m $13.2m 0.75% Added +201.8k +201,804
41 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 890,881890.9k $11.2m $11.2m 0.01% Added +158.5k +158,488
42 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 814,682814.7k $10.2m $10.2m 0.00% Added +4.5k +4,476
43 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 767,078767.1k $9.6m $9.6m 0.00% Reduced -165.7k -165,651
44 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 755,194755.2k $9.5m $9.5m 0.01% Added +21.4k +21,410
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 747,552747.6k $9.4m $9.4m 0.00% Added +55.7k +55,739
46 SECTORAL ASSET MANAGEMENT INC 1.53% of their portfolio MONTREAL, A8 729,924729.9k $9.2m $9.2m 1.53% Added +209.9k +209,942
47 PEREGRINE CAPITAL MANAGEMENT LLC 0.24% of their portfolio MINNEAPOLIS, MN 709,671709.7k $8.9m $8.9m 0.24% Reduced -86.9k -86,893
48 GREAT POINT PARTNERS LLC 1.76% of their portfolio Greenwich, CT 701,392701.4k $8.8m $8.8m 1.76% Added +321.4k +321,392
49 Candriam S.C.A. 0.06% of their portfolio STRASSEN, N4 693,879693.9k $8.7m $8.7m 0.06% Unchanged
50 Rafferty Asset Management, LLC 0.05% of their portfolio New York, NY 648,512648.5k $8.1m $8.1m 0.05% Added +53.8k +53,811
51 ExodusPoint Capital Management, LP 0.09% of their portfolio NEW YORK, NY 623,853623.9k $7.8m $7.8m 0.09% Added +468.0k +468,018
52 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 598,944598.9k $7.5m $7.5m 0.01% Reduced -1.3m -1,311,824
53 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 542,485542.5k $6.8m $6.8m 0.01% Added +217.4k +217,430
54 MPM BIOIMPACT LLC 1.31% of their portfolio BOSTON, MA 516,139516.1k $6.5m $6.5m 1.31% Added +127.8k +127,847
55 Swiss National Bank 0.00% of their portfolio ZURICH, V8 461,600461.6k $5.8m $5.8m 0.00% Added +6.8k +6,800
56 CM Management, LLC 5.51% of their portfolio GULF BREEZE, FL 450,000450.0k $5.7m $5.7m 5.51% Unchanged
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 432,906432.9k $5.4m $5.4m 0.00% Reduced -25.5k -25,462
58 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 414,748414.7k $5.2m $5.2m 0.01% Reduced -12.6k -12,588
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 405,340405.3k $5.1m $5.1m 0.00% Reduced -51.8k -51,810
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 400,568400.6k $5.0m $5.0m 0.00% Added +130.3k +130,321
61 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio TORONTO, A6 398,923398.9k $5.0m $5.0m 0.02% Reduced -1.4m -1,420,577
62 Integral Health Asset Management, LLC 0.64% of their portfolio New York, NY 387,000387.0k $4.9m $4.9m 0.64% Added +82.0k +82,000
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 364,811364.8k $4.6m $4.6m 0.01% Added +48.3k +48,340
64 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 364,364364.4k $4.6m $4.6m 0.01% Reduced -231.3k -231,279
65 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 358,652358.7k $4.5m $4.5m 0.00% Added +67.2k +67,238
66 GREAT LAKES ADVISORS, LLC 0.04% of their portfolio CHICAGO, IL 357,586357.6k $4.5m $4.5m 0.04% Reduced -216.2k -216,220
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 337,379337.4k $4.2m $4.2m 0.00% Added +21.4k +21,420
68 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 290,517290.5k $3.8m $3.8m 0.00% Reduced -10.3k -10,319
69 TRANSCEND CAPITAL ADVISORS, LLC 0.34% of their portfolio MADISON, NJ 286,145286.1k $3.6m $3.6m 0.34% Added +69.7k +69,686
70 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio NEW YORK, NY 280,384280.4k $3.5m $3.5m 0.03% Added +41.5k +41,488
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 279,861279.9k $3.5m $3.5m 0.00% Reduced -7.9k -7,853
72 Faithward Advisors, LLC 0.86% of their portfolio LANCASTER, PA 278,661278.7k $3.7m $3.7m 0.86% Reduced -8.4k -8,389
73 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 271,402271.4k $3.0m $3.0m 0.00% Unchanged
74 Hillsdale Investment Management Inc. 0.31% of their portfolio Toronto, A6 270,480270.5k $3.4m $3.4m 0.31% Reduced -130.3k -130,320
75 Edgestream Partners, L.P. 0.30% of their portfolio Princeton, NJ 265,335265.3k $3.3m $3.3m 0.30% New
76 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 263,830263.8k $3.3m $3.3m 0.01% Added +6.0k +6,002
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 252,174252.2k $3.2m $3.2m 0.00% Reduced -12.0k -12,028
78 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 239,091239.1k $3.0m $3.0m 0.01% Reduced -29.4k -29,376
79 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 235,676235.7k $3.0m $3.0m 0.01% Reduced -201.0k -201,000
80 Man Group plc 0.01% of their portfolio LONDON, X0 222,504222.5k $2.8m $2.8m 0.01% New
81 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 219,137219.1k $2.8m $2.8m 0.01% Added +9.1k +9,088
82 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 217,700217.7k $2.7m $2.7m 0.01% Unchanged
83 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 212,773212.8k $2.7m $2.7m 0.01% Added +35.0k +35,017
84 Legal & General Group Plc 0.00% of their portfolio London, X0 210,072210.1k $2.6m $2.6m 0.00% Reduced -33.1k -33,060
85 ALPS ADVISORS INC 0.02% of their portfolio Denver, CO 209,179209.2k $2.6m $2.6m 0.02% New
86 Ghost Tree Capital, LLC 0.91% of their portfolio NEW YORK, NY 200,000200.0k $2.5m $2.5m 0.91% Reduced -275.0k -275,000
87 WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% of their portfolio CHARLOTTE, NC 193,895193.9k $2.4m $2.4m 0.04% Reduced -23.6k -23,559
88 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 184,579184.6k $2.3m $2.3m 0.01% Reduced -9.8k -9,795
89 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 181,286181.3k $2.3m $2.3m 0.03% Reduced -13.9k -13,855
90 COMERICA BANK 0.02% of their portfolio DALLAS, TX 163,568163.6k $883 $883 0.02% First filing
91 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 161,695161.7k $2.0m $2.0m 0.00% Reduced -122.1k -122,086
92 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 159,516159.5k $2.0m $2.0m 0.02% Reduced -5.5k -5,476
93 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 159,516159.5k $2.0m $2.0m 0.02% Reduced -5.5k -5,476
94 Hudson Bay Capital Management LP 0.02% of their portfolio STAMFORD, CT 155,000155.0k $1.9m $1.9m 0.02% Reduced -95.0k -95,000
95 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 148,666148.7k $1.9m $1.9m 0.01% Added +2.2k +2,243
96 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 145,508145.5k $1.8m $1.8m 0.00% Added +249 +249
97 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 134,975135.0k $1.7m $1.7m 0.01% Added +1.9k +1,872
98 AlphaCentric Advisors LLC 0.92% of their portfolio SAN JUAN, PR 132,500132.5k $1.7m $1.7m 0.92% New
99 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 124,003124.0k $1.6m $1.6m 0.00% Added +18.7k +18,665
100 PROFUND ADVISORS LLC 0.08% of their portfolio BETHESDA, MD 120,729120.7k $1.5m $1.5m 0.08% Added +7.3k +7,288