AMYLYX PHARMACEUTICALS INC AMLX
COM · Common Stock · CUSIP 03237H101
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersCambridge, MA
- FilingsSEC EDGAR
* 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 ($552.3k this quarter). Holder counts are more reliable. Shares outstanding: 66.3m as of 2022-11-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.92. Options: 14 managers hold calls ($25.0m notional), 11 hold puts ($35.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $95.9m | $59.8m | 0.62 |
| Q4 2022 | $25.0m | $35.5m | 1.42 |
Biggest buyers
| DEERFIELD MANAGEMENT COMPANY, L.P. | New | +2.7m |
| Point72 Asset Management, L.P. | Added | +1.7m |
| BlackRock Inc. | Added | +1.3m |
| D. E. Shaw & Co., Inc. | Added | +1.2m |
| PICTET ASSET MANAGEMENT SA | New | +1.1m |
| VANGUARD GROUP INC | Added | +844.1k |
| Rock Springs Capital Management LP | Added | +825.9k |
| GOLDMAN SACHS GROUP INC | Added | +656.9k |
| PERCEPTIVE ADVISORS LLC | Added | +616.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +559.2k |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Reduced | -1.1m |
| Bain Capital Life Sciences Investors, LLC | Sold out | -1.0m |
| CITADEL ADVISORS LLC | Reduced | -750.1k |
| Verition Fund Management LLC | Reduced | -539.0k |
| Woodline Partners LP | Reduced | -512.0k |
| Soleus Capital Management, L.P. | Reduced | -378.7k |
| MARSHALL WACE, LLP | Sold out | -341.1k |
| Schonfeld Strategic Advisors LLC | Reduced | -213.8k |
| Ghost Tree Capital, LLC | Reduced | -200.0k |
| SIMPLEX TRADING, LLC | Reduced | -92.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.2m249.2k shares |
| JANE STREET GROUP, LLC | Reduced | $4.8m128.8k shares |
| GROUP ONE TRADING LLC | Reduced | $2.1m56.8k shares |
| J. Goldman & Co LP | New | $2.0m54.1k shares |
| CITIGROUP INC | Reduced | $2.0m53.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.9m51.7k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $979.0k26.5k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $931.1k25.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $742.0k20.1k shares |
| Walleye Trading LLC | New | $240.2k6.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $23.0m622.3k shares |
| CITADEL ADVISORS LLC | Reduced | $3.3m88.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.1m57.8k shares |
| GROUP ONE TRADING LLC | Reduced | $2.1m57.3k shares |
| CITIGROUP INC | Reduced | $2.0m53.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m36.5k shares |
| UBS Group AG | New | $1.0m27.9k shares |
| Walleye Trading LLC | New | $376.9k10.2k shares |
| Walleye Capital LLC | New | $247.6k6.7k shares |
| Belvedere Trading LLC | New | $59.1k1.6k 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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-02-05 | 15.0% |
| PERCEPTIVE ADVISORS LLC 13G · passive investor -0.7 pts · filed 2026-05-15 | 7.5% |
| BlackRock, Inc. 13G · institution +1.6 pts · filed 2026-01-21 | 7.1% |
| TCG Crossover GP II, LLC 13G · passive investor filed 2026-02-17 | 5.7% |
| Commodore Capital LP 13G · passive investor new · filed 2025-11-17 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Adage Capital Management, L.P. (2.5%, 2026-02-12), Point72 Asset Management, L.P. (2.6%, 2025-11-14)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 4 | $830.0k | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| PERCEPTIVE ADVISORS LLC 6.48% of their portfolio | 6.1m $225.0m | Added +616.3k |
| VIKING GLOBAL INVESTORS LP 0.86% of their portfolio | 4.6m $171.2m | Reduced -1.1m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.4m $161.0m | Added +844.1k |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $133.6m | Added +1.3m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 2.06% of their portfolio | 2.7m $99.5m | New |
| Point72 Asset Management, L.P. 0.30% of their portfolio | 2.1m $78.6m | Added +1.7m |
| Boxer Capital, LLC 4.06% of their portfolio | 2.1m $77.0m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio | 1.9m $70.5m | Added +559.2k |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 1.6m $59.7m | Added +285.8k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 1.4m $51.1m | Added +1.2m |
| Rock Springs Capital Management LP 1.09% of their portfolio | 1.2m $45.4m | Added +825.9k |
| PICTET ASSET MANAGEMENT SA 0.06% of their portfolio | 1.1m $41.4m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $39.7m | Added +248.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $38.3m | Added +656.9k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 859.4k $31.8m | Reduced -61.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 853.9k $31.6m | Added +218.4k |
| EMERALD ADVISERS, LLC 1.49% of their portfolio | 836.9k $30.9m | Added +235.7k |
| Alpha Wave Global, LP 5.54% of their portfolio | 821.2k $30.3m | Added +120.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.50% of their portfolio | 655.0k $24.2m | Added +183.1k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 645.6k $23.9m | Added +454.2k |
| Avoro Capital Advisors LLC 0.35% of their portfolio | 630.0k $23.3m | Reduced -20.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 596.1k $22.0m | Added +239.4k |
| Cormorant Asset Management, LP 1.37% of their portfolio | 550.0k $20.3m | Reduced -60.0k |
| Woodline Partners LP 0.26% of their portfolio | 508.4k $18.8m | Reduced -512.0k |
| MORGAN STANLEY 0.00% of their portfolio | 484.5k $17.9m | Added +215.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 395.1k $14.6m | Added +109.3k |
| Ghost Tree Capital, LLC 5.52% of their portfolio | 350.0k $12.9m | Reduced -200.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 317.7k $11.7m | Added +77.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 295.3k $10.9m | Reduced -86.9k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 266.0k $9.8m | Reduced -3.5k |
| Verition Fund Management LLC 0.19% of their portfolio | 260.6k $9.6m | Reduced -539.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.18% of their portfolio | 250.0k $9.2m | New |
| Iron Triangle Partners LP 1.59% of their portfolio | 240.2k $8.9m | New |
| Invesco Ltd. 0.00% of their portfolio | 215.5k $8.0m | Reduced -46.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 210.1k $7.8m | Added +93.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 204.1k $7.5m | Added +136.2k |
| ExodusPoint Capital Management, LP 0.12% of their portfolio | 203.9k $7.5m | Added +141.7k |
| GREAT POINT PARTNERS LLC 1.45% of their portfolio | 190.0k $7.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 178.3k $6.6m | New |
| SECTORAL ASSET MANAGEMENT INC 1.13% of their portfolio | 157.9k $5.8m | Reduced -47.5k |
| Maven Securities LTD 1.11% of their portfolio | 150.0k $5.5m | New |
| Altium Capital Management LLC 2.65% of their portfolio | 140.0k $5.2m | Added +105.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 136.6k $5.0m | New |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 111.9k $4.1m | Reduced -213.8k |
| TANG CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 100.0k $3.7m | New |
| NORGES BANK 0.00% of their portfolio | 81.2k $3.0m | Not comparable |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 71.6k $2.6m | Added +25.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 67.9k $2.5m | New |
| Informed Momentum Co LLC 0.50% of their portfolio | 65.3k $2.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 63.4k $2.3m | Added +54.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 56.8k $2.1m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 56.8k $2.1m | Reduced -750.1k |
| Soleus Capital Management, L.P. 0.27% of their portfolio | 50.6k $1.9m | Reduced -378.7k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 50.0k $1.8m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 49.7k $1.8m | Added +30.4k |
| Global IMC LLC 0.44% of their portfolio | 45.8k $1.7m | New |
| J. Goldman & Co LP 0.12% of their portfolio | 45.6k $1.7m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 44.9k $1.7m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 42.1k $1.6m | Added +28.6k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 41.5k $1.5k | New |
| Prescott Group Capital Management, L.L.C. 0.32% of their portfolio | 40.0k $1.5m | Added +5.0k |
| Squarepoint Ops LLC 0.01% of their portfolio | 40.0k $1.5m | Reduced -1.8k |
| BARCLAYS PLC 0.00% of their portfolio | 38.5k $1.4m | First filing |
| Moody Aldrich Partners LLC 0.28% of their portfolio | 38.1k $1.4m | New |
| Mariner, LLC 0.00% of their portfolio | 38.0k $1.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 36.2k $1.3m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 36.0k $1.3m | Added +19.9k |
| Pentwater Capital Management LP 0.04% of their portfolio | 35.0k $1.3m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 33.7k $1.2m | Added +10.3k |
| BROWN ADVISORY INC 0.00% of their portfolio | 33.4k $1.2m | Reduced -10.0k |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.08% of their portfolio | 27.1k $1.0m | Added +10.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 26.7k $987.0k | Added +7.3k |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 25.5k $943.6k | Reduced -63.4k |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 24.2k $895.0k | Reduced -92.4k |
| Artia Global Partners LP 0.34% of their portfolio | 23.9k $882.5k | First filing |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 23.9k $881.4k | Added +7.1k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 23.5k $868.6k | Added +8.6k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 23.0k $851.0k | Reduced -13 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 22.0k $811.5k | Added +7.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.1k $744.0k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.1k $743.8k | Added +6.2k |
| Walleye Capital LLC 0.01% of their portfolio | 17.5k $646.3k | Reduced -44.4k |
| Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio | 17.0k $627.0k | New |
| OVERSEA-CHINESE BANKING Corp Ltd 0.04% of their portfolio | 16.8k $620.0k | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 15.7k $579.0k | New |
| SEVEN EIGHT CAPITAL, LP 0.14% of their portfolio | 14.9k $552.0k | Added +2.9k |
| Bayesian Capital Management, LP 0.08% of their portfolio | 14.7k $543.2k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 13.8k $509.1k | Reduced -49.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 13.5k $499.3k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 12.9k $478.0k | Reduced -29.7k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 12.4k $457.0k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 12.0k $442.2k | New |
| SG Americas Securities, LLC 0.01% of their portfolio | 10.5k $388.0k | New |
| FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio | 10.1k $372.9k | Reduced -2.8k |
| CITIGROUP INC 0.00% of their portfolio | 9.7k $359.3k | Added +1.0k |
| Cheyne Capital Management (UK) LLP 0.62% of their portfolio | 9.5k $351.0k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 8.3k $307.1k | New |
| VIRTUS ADVISERS, LLC 0.16% of their portfolio | 8.3k $306.9k | New |
| FMR LLC 0.00% of their portfolio | 7.8k $288.4k | Added +7.5k |
| Belvedere Trading LLC 0.16% of their portfolio | 7.6k $282.4k | Reduced -35.9k |