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 ($1.7k this quarter). Holder counts are more reliable. Shares outstanding: 67.5m as of 2023-11-06, 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 ≈ $18.31. Options: 18 managers hold calls ($31.6m notional), 14 hold puts ($38.2m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 135 |
| Q1 2023 | 149 |
| Q2 2023 | 156 |
| Q3 2023 | 171 |
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 |
| Q2 2023 | 94 | 64 |
| Q3 2023 | 102 | 64 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $25.0m | $35.5m | 1.42 |
| Q1 2023 | $56.4m | $31.4m | 0.56 |
| Q2 2023 | $46.9m | $37.2m | 0.79 |
| Q3 2023 | $31.6m | $38.2m | 1.21 |
Biggest buyers
| Stonepine Capital Management, LLC | Added | +1.4m |
| Deep Track Capital, LP | New | +1.3m |
| SAMLYN CAPITAL, LLC | New | +1.2m |
| Hudson Bay Capital Management LP | Added | +1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +932.0k |
| Saturn V Capital Management LP | New | +886.1k |
| Avidity Partners Management LP | Added | +855.5k |
| Octagon Capital Advisors LP | New | +695.0k |
| GILDER GAGNON HOWE & CO LLC | New | +688.4k |
| JUPITER ASSET MANAGEMENT LTD | New | +649.7k |
Biggest sellers
| PERCEPTIVE ADVISORS LLC | Reduced | -2.2m |
| FEDERATED HERMES, INC. | Reduced | -1.2m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Sold out | -1.1m |
| GREAT POINT PARTNERS LLC | Sold out | -968.8k |
| D. E. Shaw & Co., Inc. | Reduced | -829.8k |
| MARSHALL WACE, LLP | Reduced | -782.4k |
| LORD, ABBETT & CO. LLC | Sold out | -489.0k |
| Balyasny Asset Management L.P. | Reduced | -477.0k |
| Ghost Tree Capital, LLC | Reduced | -335.0k |
| SECTORAL ASSET MANAGEMENT INC | Reduced | -313.7k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $5.1m278.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m237.1k shares |
| Caption Management, LLC | Reduced | $4.0m218.6k shares |
| Ikarian Capital, LLC | New | $3.8m2.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.0m164.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $2.6m142.3k shares |
| GROUP ONE TRADING LLC | Added | $2.3m123.4k shares |
| CITADEL ADVISORS LLC | Added | $2.1m114.3k shares |
| CITIGROUP INC | Reduced | $1.1m58.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $824.0k45.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $18.0m980.6k shares |
| Caption Management, LLC | Added | $4.2m227.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m179.5k shares |
| CITADEL ADVISORS LLC | Reduced | $2.6m143.1k shares |
| J. Goldman & Co LP | New | $2.5m135.0k shares |
| GROUP ONE TRADING LLC | Reduced | $2.4m133.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m117.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $1.8m100.7k shares |
| CITIGROUP INC | Reduced | $1.1m58.2k shares |
| GTS SECURITIES LLC | New | $195.9k10.7k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 2 | $2.7m | $2.7m |
| Q3 2023 | 0 | — | 1 | $128.7k | $128.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-15 | Mazzariello Gina Chief Legal Officer | Sold plan | $128.7k6.2k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 5.1m $92.5m | Added +124.2k |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $65.5m | Added +70.2k |
| VIKING GLOBAL INVESTORS LP 0.22% of their portfolio | 3.0m $54.2m | Unchanged |
| PERCEPTIVE ADVISORS LLC 1.66% of their portfolio | 2.7m $49.2m | Reduced -2.2m |
| Stonepine Capital Management, LLC 15.30% of their portfolio | 2.5m $46.1m | Added +1.4m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 2.1m $38.8m | Added +197.9k |
| Boxer Capital, LLC 2.03% of their portfolio | 2.1m $38.2m | Unchanged |
| Avidity Partners Management LP 1.30% of their portfolio | 1.8m $32.2m | Added +855.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 1.7m $31.1m | Added +932.0k |
| Rock Springs Capital Management LP 0.76% of their portfolio | 1.5m $28.3m | Added +400 |
| Hudson Bay Capital Management LP 0.12% of their portfolio | 1.4m $25.0m | Added +1.1m |
| Deep Track Capital, LP 0.89% of their portfolio | 1.3m $23.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $22.7m | Added +82.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.2m $22.5m | Added +413.6k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 1.2m $21.9m | Reduced -782.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $21.7m | Reduced -163.3k |
| SAMLYN CAPITAL, LLC 0.38% of their portfolio | 1.2m $21.3m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 1.1m $21.0m | Added +208.2k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.37% of their portfolio | 1.1m $20.4m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.0m $18.3m | Added +447.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 982.1k $18.0m | Added +44.1k |
| MORGAN STANLEY 0.00% of their portfolio | 952.1k $17.4m | Reduced -99.7k |
| Woodline Partners LP 0.19% of their portfolio | 899.3k $16.5m | Unchanged |
| Saturn V Capital Management LP 6.79% of their portfolio | 886.1k $16.2m | New |
| Alpha Wave Global, LP 9.88% of their portfolio | 853.3k $15.6m | Unchanged |
| EMERALD ADVISERS, LLC 0.74% of their portfolio | 838.6k $15.4m | Added +6.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 760.3k $13.9m | Reduced -829.8k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 696.9k $12.8m | Reduced -477.0k |
| Octagon Capital Advisors LP 2.24% of their portfolio | 695.0k $12.7m | New |
| GILDER GAGNON HOWE & CO LLC 0.19% of their portfolio | 688.4k $12.6m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.75% of their portfolio | 681.3k $12.5m | Added +1.3k |
| JUPITER ASSET MANAGEMENT LTD 0.13% of their portfolio | 649.7k $11.9m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 617.9k $11.3m | Added +589.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 601.3k $11.0m | Added +127.9k |
| GMT Capital Corp 0.40% of their portfolio | 576.3k $10.6m | Added +115.3k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 574.6k $10.5m | Added +61.5k |
| Altium Capital Management LLC 5.67% of their portfolio | 534.7k $9.8m | Added +349.7k |
| FMR LLC 0.00% of their portfolio | 438.7k $8.0m | Reduced -10.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 425.8k $7.8m | Reduced -59.6k |
| Nantahala Capital Management, LLC 0.95% of their portfolio | 407.2k $7.5m | Added +242.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 365.9k $6.7m | Added +40.4k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 324.3k $5.9m | Reduced -1.2m |
| PRIMECAP MANAGEMENT CO/CA/ 0.00% of their portfolio | 304.9k $5.6m | New |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC 1.82% of their portfolio | 295.0k $5.4m | Added +270.0k |
| Tri Locum Partners LP 1.66% of their portfolio | 282.9k $5.2m | New |
| Ally Bridge Group (NY) LLC 5.86% of their portfolio | 272.7k $5.0m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 269.0k $4.9m | Added +154.3k |
| Verition Fund Management LLC 0.07% of their portfolio | 267.7k $4.9m | Added +46.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 216.8k $4.0m | Added +193.8k |
| Ghost Tree Capital, LLC 1.91% of their portfolio | 215.0k $3.9m | Reduced -335.0k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 200.2k $3.7m | Added +145.9k |
| SPHERA FUNDS MANAGEMENT LTD. 0.85% of their portfolio | 193.7k $3.5m | Added +93.7k |
| J. Goldman & Co LP 0.17% of their portfolio | 184.9k $3.4m | Added +85.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.33% of their portfolio | 170.0k $3.1m | Added +85.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 163.6k $3.0m | Reduced -286 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 162.7k $3.0m | Added +38.5k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 161.4k $3.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 150.1k $2.7m | New |
| AlphaCentric Advisors LLC 1.51% of their portfolio | 145.5k $2.7m | Added +37.5k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 137.5k $2.5m | Reduced -72.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 129.9k $2.4m | Reduced -254 |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 124.5k $2.3m | New |
| DAFNA Capital Management LLC 0.70% of their portfolio | 122.5k $2.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 122.1k $2.2m | Reduced -45.0k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 120.2k $2.2m | Reduced -200.0k |
| Walleye Capital LLC 0.03% of their portfolio | 101.0k $1.8m | Added +48.6k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.15% of their portfolio | 100.2k $1.8m | Added +60.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 91.0k $1.7m | Reduced -99.3k |
| Caption Management, LLC 0.21% of their portfolio | 89.3k $1.6m | Added +52.3k |
| TWINBEECH CAPITAL LP 0.03% of their portfolio | 81.6k $1.5m | Reduced -74.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 78.2k $1.4m | Reduced -39.0k |
| SECTORAL ASSET MANAGEMENT INC 0.26% of their portfolio | 73.7k $1.3m | Reduced -313.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.0k $1.3m | Added +865 |
| Swiss National Bank 0.00% of their portfolio | 66.5k $1.2m | Added +1.1k |
| Aigen Investment Management, LP 0.23% of their portfolio | 65.9k $1.2m | Added +32.8k |
| SEVEN EIGHT CAPITAL, LP 0.13% of their portfolio | 59.9k $1.1m | New |
| Graham Capital Management, L.P. 0.03% of their portfolio | 56.2k $1.0m | Added +25.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.5k $943.7k | Unchanged |
| Legacy Advisors, LLC 0.15% of their portfolio | 50.0k $915.5k | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 49.7k $909.9k | Added +316 |
| Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio | 49.6k $907.6k | Added +14.4k |
| Mariner, LLC 0.00% of their portfolio | 48.6k $890.3k | Reduced -17 |
| CORNERCAP INVESTMENT COUNSEL INC 0.16% of their portfolio | 47.1k $863.0k | Reduced -9.2k |
| MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio | 47.1k $862.0k | New |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 46.5k $850.7k | Reduced -402 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.3k $830.2k | Reduced -12.2k |
| CITIGROUP INC 0.00% of their portfolio | 43.8k $801.8k | Reduced -33.8k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 42.8k $783.0k | New |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 42.4k $777.0k | Added +28.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 40.0k $732.4k | Reduced -5.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 37.9k $694.3k | Reduced -5.4k |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 37.5k $687.0k | New |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 37.4k $684.3k | Added +35.5k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% of their portfolio | 35.0k $640.9k | Reduced -4.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 34.3k $628.3k | Added +996 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 33.0k $604.8k | Reduced -483 |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 33.0k $610.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 32.1k $587.8k | Added +3.6k |
| Polar Asset Management Partners Inc. 0.01% of their portfolio | 32.0k $585.9k | Reduced -45.0k |
| Invesco Ltd. 0.00% of their portfolio | 29.8k $546.3k | Added +3.1k |