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 ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 66.7m as of 2023-03-08, 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 ≈ $29.34. Options: 17 managers hold calls ($56.4m notional), 9 hold puts ($31.4m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 135 |
| Q1 2023 | 149 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 92 | 40 |
| Q1 2023 | 99 | 58 |
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 |
| Q1 2023 | $56.4m | $31.4m | 0.56 |
Biggest buyers
| MARSHALL WACE, LLP | New | +1.1m |
| Avidity Partners Management LP | New | +900.0k |
| ORBIMED ADVISORS LLC | New | +813.5k |
| D. E. Shaw & Co., Inc. | Added | +638.6k |
| GREAT POINT PARTNERS LLC | Added | +593.8k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +576.9k |
| LORD, ABBETT & CO. LLC | New | +500.1k |
| MORGAN STANLEY | Added | +418.1k |
| VANGUARD GROUP INC | Added | +388.8k |
| GOLDMAN SACHS GROUP INC | Added | +329.9k |
Biggest sellers
| Point72 Asset Management, L.P. | Reduced | -1.8m |
| VIKING GLOBAL INVESTORS LP | Reduced | -1.7m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -901.9k |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Reduced | -708.7k |
| Cormorant Asset Management, LP | Sold out | -550.0k |
| Iron Triangle Partners LP | Sold out | -240.2k |
| Balyasny Asset Management L.P. | Reduced | -224.7k |
| Invesco Ltd. | Reduced | -192.5k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -178.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -159.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.5m495.0k shares |
| Caption Management, LLC | New | $12.9m440.0k shares |
| JANE STREET GROUP, LLC | Added | $8.1m274.7k shares |
| SIMPLEX TRADING, LLC | Added | $5.6m189.3k shares |
| Ikarian Capital, LLC | New | $4.4m150.0k shares |
| CITADEL ADVISORS LLC | Added | $2.9m99.0k shares |
| GROUP ONE TRADING LLC | Added | $2.3m78.8k shares |
| UBS Group AG | New | $1.6m55.6k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $880.2k30.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $880.0k30.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $19.3m656.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.0m103.6k shares |
| CITADEL ADVISORS LLC | Added | $2.9m97.6k shares |
| GROUP ONE TRADING LLC | Added | $2.7m92.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m49.2k shares |
| CITIGROUP INC | Reduced | $880.2k30.0k shares |
| UBS Group AG | Unchanged | $818.6k27.9k shares |
| Caption Management, LLC | New | $440.1k15.0k 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.
| 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)
Insider purchases and sales in Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 1 | $32.0k | 6 | $10.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-29 | Morningside Venture Investments Ltd 10% owner | Sold | $884.5k29.0k shares |
| 2023-03-28 | Morningside Venture Investments Ltd 10% owner | Sold | $3.0m100.0k shares |
| 2023-03-27 | Morningside Venture Investments Ltd 10% owner | Sold | $1.9m61.0k shares |
| 2023-03-21 | Morningside Venture Investments Ltd 10% owner | Sold | $2.0m63.4k shares |
| 2023-03-16 | Cohen Joshua B Co-Chief Executive Officer, director | Sold | $3.2m100.0k shares |
| 2023-03-16 | Klee Justin B. Co-Chief Executive Officer, director | Sold | $3.2m100.0k shares |
| 2023-03-16 | Yeramian Patrick D Chief Medical Officer | Sold | $1.7m54.6k shares |
| 2023-03-16 | MILNE GEORGE M JR Director | Sold | $1.1m35.0k shares |
| 2023-03-16 | FRATES JAMES M Chief Financial Officer | Sold | $1.0m32.5k shares |
| 2023-03-16 | Morningside Venture Investments Ltd 10% owner | Sold | $296.9k9.1k shares |
| 2023-03-16 | Firestone Karen Director | Bought | $32.0k1.0k shares |
| 2023-03-15 | Morningside Venture Investments Ltd 10% owner | Sold | $5.0m150.0k shares |
| 2023-03-14 | Morningside Venture Investments Ltd 10% owner | Sold | $2.4m70.7k shares |
| 2023-03-02 | Morningside Venture Investments Ltd 10% owner | Sold | $1.7m50.0k shares |
| 2023-02-24 | Mazzariello Gina Chief Legal Officer | Sold | $123.7k3.6k shares |
| 2023-02-23 | Morningside Venture Investments Ltd 10% owner | Sold | $1.8m50.0k shares |
| 2023-02-22 | Morningside Venture Investments Ltd 10% owner | Sold | $1.8m50.0k shares |
| 2023-02-22 | Morningside Venture Investments Ltd 10% owner | Sold | $1.7m50.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| PERCEPTIVE ADVISORS LLC 5.24% of their portfolio | 6.0m $177.1m | Reduced -53.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.7m $139.3m | Added +388.8k |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $106.1m | Reduced -2.0k |
| VIKING GLOBAL INVESTORS LP 0.41% of their portfolio | 3.0m $86.9m | Reduced -1.7m |
| Boxer Capital, LLC 3.00% of their portfolio | 2.1m $61.1m | Unchanged |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 2.0m $59.3m | Added +638.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.30% of their portfolio | 2.0m $58.2m | Reduced -708.7k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 1.8m $54.2m | Added +231.3k |
| Rock Springs Capital Management LP 1.02% of their portfolio | 1.5m $42.6m | Added +223.2k |
| PICTET ASSET MANAGEMENT SA 0.05% of their portfolio | 1.4m $42.1m | Added +312.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $40.1m | Added +329.9k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 1.1m $33.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.1m $31.5m | Added +215.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $31.3m | Reduced -9.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 1.0m $29.6m | Reduced -901.9k |
| EMERALD ADVISERS, LLC 1.37% of their portfolio | 972.8k $28.5m | Added +135.9k |
| Alpha Wave Global, LP 10.08% of their portfolio | 930.3k $27.3m | Added +109.1k |
| MORGAN STANLEY 0.00% of their portfolio | 902.5k $26.5m | Added +418.1k |
| Avidity Partners Management LP 0.88% of their portfolio | 900.0k $26.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 891.0k $26.1m | Added +37.1k |
| ORBIMED ADVISORS LLC 0.47% of their portfolio | 813.5k $23.9m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.37% of their portfolio | 789.6k $23.2m | Added +134.6k |
| GREAT POINT PARTNERS LLC 4.55% of their portfolio | 783.8k $23.0m | Added +593.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 619.0k $18.2m | Added +576.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 611.9k $18.0m | Added +15.9k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 500.1k $14.7m | New |
| Ghost Tree Capital, LLC 5.27% of their portfolio | 475.0k $13.9m | Added +125.0k |
| Avoro Capital Advisors LLC 0.21% of their portfolio | 473.1k $13.9m | Reduced -156.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 463.9k $13.6m | Added +68.7k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.25% of their portfolio | 458.1k $13.4m | Added +208.1k |
| Woodline Partners LP 0.18% of their portfolio | 434.2k $12.7m | Reduced -74.2k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 420.8k $12.3m | Reduced -224.7k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 393.9k $11.6m | Added +190.0k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 324.8k $9.5m | Reduced -1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 320.1k $9.4m | Added +2.4k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 285.0k $8.4m | Added +173.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 277.8k $8.2m | Added +11.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 264.9k $7.8m | Added +128.3k |
| Alyeska Investment Group, L.P. 0.07% of their portfolio | 251.4k $7.4m | Added +201.4k |
| SECTORAL ASSET MANAGEMENT INC 1.37% of their portfolio | 242.4k $7.1m | Added +84.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 228.9k $6.7m | Added +172.1k |
| Verition Fund Management LLC 0.10% of their portfolio | 221.6k $6.5m | Reduced -39.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 212.5k $6.2m | Added +8.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 204.7k $6.0m | Reduced -5.5k |
| Altium Capital Management LLC 3.24% of their portfolio | 185.0k $5.4m | Added +45.0k |
| Polar Asset Management Partners Inc. 0.09% of their portfolio | 177.2k $5.2m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 135.5k $4.0m | Reduced -159.8k |
| TWINBEECH CAPITAL LP 0.08% of their portfolio | 131.8k $3.9m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 108.4k $3.2m | Added +40.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 101.7k $3.0m | Added +52.0k |
| TANG CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 100.0k $2.9m | Unchanged |
| Maven Securities LTD 0.46% of their portfolio | 100.0k $2.9m | Reduced -50.0k |
| HRT FINANCIAL LP 0.03% of their portfolio | 93.8k $2.8m | New |
| NORGES BANK 0.00% of their portfolio | 91.9k $2.7m | Added +10.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 91.7k $2.7m | Added +51.7k |
| BARCLAYS PLC 0.00% of their portfolio | 81.9k $2.4m | Added +43.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.0k $2.2m | Added +4.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 69.7k $2.0m | Added +55.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 68.3k $2.0m | Added +5.0k |
| J. Goldman & Co LP 0.12% of their portfolio | 68.3k $2.0m | Added +22.6k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 64.0k $1.9m | Added +60.2k |
| Soleus Capital Management, L.P. 0.23% of their portfolio | 63.2k $1.9m | Added +12.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.27% of their portfolio | 60.3k $1.8m | New |
| Weiss Multi-Strategy Advisers LLC 0.04% of their portfolio | 54.1k $1.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.5k $1.5m | Added +15.3k |
| Mariner, LLC 0.00% of their portfolio | 48.6k $1.4m | Added +10.6k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 48.3k $1.4m | Added +25.3k |
| UBS Group AG 0.00% of their portfolio | 46.6k $1.4m | Added +43.1k |
| ALPS ADVISORS INC 0.01% of their portfolio | 43.7k $1.3m | Reduced -1.3k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 37.6k $1.1m | Added +1.6k |
| STRS OHIO 0.00% of their portfolio | 36.9k $1.1m | Added +32.4k |
| CITIGROUP INC 0.00% of their portfolio | 33.1k $971.9k | Added +23.4k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 33.0k $914.0k | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 31.7k $930.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.3k $918.9k | Added +9.4k |
| Dynamic Technology Lab Private Ltd 0.08% of their portfolio | 30.9k $906.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 30.6k $898.1k | New |
| SEVEN EIGHT CAPITAL, LP 0.18% of their portfolio | 30.1k $881.8k | Added +15.1k |
| Pentwater Capital Management LP 0.01% of their portfolio | 30.0k $880.2k | Reduced -5.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 27.3k $801.5k | Reduced -29.5k |
| Legal & General Group Plc 0.00% of their portfolio | 27.1k $793.7k | Added +22.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 26.7k $784.3k | Reduced -7.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 26.7k $783.7k | Unchanged |
| Jackson Creek Investment Advisors LLC 0.31% of their portfolio | 25.2k $741.0k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 24.3k $714.1k | Added +485 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 23.5k $688.4k | Reduced -43 |
| Engineers Gate Manager LP 0.03% of their portfolio | 23.1k $678.4k | New |
| Invesco Ltd. 0.00% of their portfolio | 22.9k $673.0k | Reduced -192.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.5k $661.0k | Added +6.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21.9k $644.0k | Added +20.2k |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.05% of their portfolio | 21.9k $643.9k | Reduced -5.2k |
| Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio | 20.4k $599.0k | Added +3.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.2k $593.2k | Added +83 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 18.8k $550.5k | Reduced -1.4k |
| BROWN ADVISORY INC 0.00% of their portfolio | 18.5k $541.6k | Reduced -15.0k |
| Virtu Financial LLC 0.06% of their portfolio | 18.3k $536.0k | New |
| Bayesian Capital Management, LP 0.06% of their portfolio | 16.4k $479.7k | Added +1.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 15.0k $440.0k | Added +1.5k |
| XTX Topco Ltd 0.09% of their portfolio | 14.8k $432.8k | New |
| FMR LLC 0.00% of their portfolio | 14.5k $424.3k | Added +6.7k |