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 ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 67.8m as of 2024-02-12, 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 ≈ $14.72. Options: 25 managers hold calls ($51.1m notional), 14 hold puts ($51.2m).
Trends to Q4 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 |
| Q4 2023 | 179 |
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 |
| Q4 2023 | 110 | 72 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $56.4m | $31.4m | 0.56 |
| Q2 2023 | $46.9m | $37.2m | 0.79 |
| Q3 2023 | $31.6m | $38.2m | 1.21 |
| Q4 2023 | $51.1m | $51.2m | 1.00 |
Biggest buyers
| MORGAN STANLEY | Added | +4.7m |
| Point72 Asset Management, L.P. | Added | +2.8m |
| CITADEL ADVISORS LLC | Added | +1.0m |
| FMR LLC | Added | +997.5k |
| Ikarian Capital, LLC | New | +877.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +870.6k |
| Nantahala Capital Management, LLC | Added | +833.0k |
| DEUTSCHE BANK AG\ | Added | +828.6k |
| FRANKLIN RESOURCES INC | Added | +707.1k |
| JANE STREET GROUP, LLC | Added | +555.9k |
Biggest sellers
| Boxer Capital, LLC | Sold out | -2.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -1.7m |
| Avidity Partners Management LP | Reduced | -1.7m |
| Deep Track Capital, LP | Sold out | -1.3m |
| SAMLYN CAPITAL, LLC | Sold out | -1.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.1m |
| Rock Springs Capital Management LP | Reduced | -1.0m |
| Hudson Bay Capital Management LP | Reduced | -903.8k |
| PERCEPTIVE ADVISORS LLC | Reduced | -819.7k |
| Octagon Capital Advisors LP | Sold out | -695.0k |
Biggest calls
| Ikarian Capital, LLC | Added | $19.1m1.3m shares |
| BOOTHBAY FUND MANAGEMENT, LLC | Added | $5.8m396.5k shares |
| CITADEL ADVISORS LLC | Added | $3.3m227.2k shares |
| JANE STREET GROUP, LLC | Reduced | $3.3m221.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $3.0m201.2k shares |
| Ghost Tree Capital, LLC | New | $2.9m200.0k shares |
| GROUP ONE TRADING LLC | Added | $2.7m180.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m155.7k shares |
| SPHERA FUNDS MANAGEMENT LTD. | New | $1.5m100.0k shares |
| Caption Management, LLC | Reduced | $1.5m100.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $28.6m1.9m shares |
| GROUP ONE TRADING LLC | Added | $6.9m470.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m346.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.9m200.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m133.7k shares |
| SIMPLEX TRADING, LLC | Added | $1.8m119.8k shares |
| JPMORGAN CHASE & CO | New | $1.6m108.0k shares |
| CITIGROUP INC | Added | $1.1m71.7k shares |
| ADAR1 Capital Management, LLC | First filing | $468.1k31.8k shares |
| LMR Partners LLP | New | $368.0k25.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 1 | $59.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-15 | Firestone Karen Director | Bought | $59.9k4.0k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 5.7m $83.3m | Added +4.7m |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.3m $77.7m | Added +225.5k |
| BlackRock Inc. 0.00% of their portfolio | 4.0m $58.9m | Added +426.9k |
| VIKING GLOBAL INVESTORS LP 0.16% of their portfolio | 3.0m $43.6m | Unchanged |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 2.8m $40.5m | Added +2.8m |
| Stonepine Capital Management, LLC 15.92% of their portfolio | 2.5m $36.8m | Reduced -15.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 2.3m $33.5m | Added +153.1k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.2m $33.0m | Added +1.0m |
| PERCEPTIVE ADVISORS LLC 0.62% of their portfolio | 1.9m $27.5m | Reduced -819.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $21.2m | Added +201.6k |
| FMR LLC 0.00% of their portfolio | 1.4m $21.1m | Added +997.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.3m $19.5m | Added +707.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $18.5m | Added +69.7k |
| Nantahala Capital Management, LLC 0.91% of their portfolio | 1.2m $18.3m | Added +833.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.2m $17.0m | Added +555.9k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.27% of their portfolio | 1.1m $16.4m | Unchanged |
| Saturn V Capital Management LP 6.19% of their portfolio | 1.1m $16.2m | Added +213.1k |
| JUPITER ASSET MANAGEMENT LTD 0.15% of their portfolio | 1.1m $15.6m | Added +411.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $15.2m | Added +48.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.0m $15.0m | Added +21.3k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 985.1k $14.5m | Reduced -212.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 894.8k $13.2m | Added +870.6k |
| Ikarian Capital, LLC 3.53% of their portfolio | 877.5k $12.9m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 853.0k $12.6m | Added +828.6k |
| Alpha Wave Global, LP 6.01% of their portfolio | 846.2k $12.5m | Reduced -7.0k |
| EMERALD ADVISERS, LLC 0.51% of their portfolio | 802.6k $11.8m | Reduced -36.0k |
| GMT Capital Corp 0.44% of their portfolio | 786.0k $11.6m | Added +209.7k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.51% of their portfolio | 656.5k $9.7m | Reduced -24.8k |
| Walleye Capital LLC 0.12% of their portfolio | 582.7k $8.6m | Added +481.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 562.9k $8.3m | Added +346.2k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 547.0k $8.1m | Reduced -213.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 542.5k $8.0m | New |
| Rock Springs Capital Management LP 0.19% of their portfolio | 535.0k $7.9m | Reduced -1.0m |
| GROUP ONE TRADING LLC 0.23% of their portfolio | 503.7k $7.4m | Added +466.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 482.6k $7.1m | Added +319.9k |
| Woodline Partners LP 0.08% of their portfolio | 470.8k $6.9m | Reduced -428.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 465.4k $6.9m | Added +196.5k |
| Hudson Bay Capital Management LP 0.06% of their portfolio | 460.6k $6.8m | Reduced -903.8k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 436.8k $6.4m | Added +236.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 435.4k $6.4m | Added +9.7k |
| CITIGROUP INC 0.01% of their portfolio | 387.7k $5.7m | Added +343.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 387.6k $5.7m | Added +21.8k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.69% of their portfolio | 312.5k $4.6m | Added +212.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 295.0k $4.3m | New |
| Ally Bridge Group (NY) LLC 2.42% of their portfolio | 275.8k $4.1m | Added +3.1k |
| Trexquant Investment LP 0.09% of their portfolio | 265.0k $3.9m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 256.6k $3.8m | Added +132.2k |
| Polar Asset Management Partners Inc. 0.10% of their portfolio | 242.3k $3.6m | Added +210.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.11% of their portfolio | 219.3k $3.2m | New |
| TANG CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 200.0k $2.9m | New |
| Aberdeen Group plc 0.01% of their portfolio | 195.5k $2.9m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 191.0k $2.8m | Added +27.4k |
| SPHERA FUNDS MANAGEMENT LTD. 0.50% of their portfolio | 183.7k $2.7m | Reduced -10.0k |
| TWINBEECH CAPITAL LP 0.04% of their portfolio | 166.4k $2.5m | Added +84.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.00% of their portfolio | 156.9k $2.3m | Reduced -148.0k |
| AlphaCentric Advisors LLC 1.49% of their portfolio | 151.0k $2.2m | Added +5.5k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 147.0k $2.2m | Reduced -14.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 143.8k $2.1m | Added +52.8k |
| GSA CAPITAL PARTNERS LLP 0.16% of their portfolio | 132.2k $1.9m | Added +89.7k |
| SIMPLEX TRADING, LLC 0.06% of their portfolio | 129.4k $1.9m | Added +106.9k |
| DAFNA Capital Management LLC 0.43% of their portfolio | 122.5k $1.8m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 120.3k $1.8m | Added +42.1k |
| Altium Capital Management LLC 1.21% of their portfolio | 119.5k $1.8m | Reduced -415.2k |
| NORGES BANK 0.00% of their portfolio | 116.4k $1.7m | Not comparable |
| TD Asset Management Inc 0.00% of their portfolio | 115.0k $1.7m | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 102.5k $1.5m | Reduced -221.8k |
| BARCLAYS PLC 0.00% of their portfolio | 90.9k $1.3m | Added +65.2k |
| Phocas Financial Corp. 0.17% of their portfolio | 86.1k $1.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 85.6k $1.3m | Added +58.5k |
| Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio | 84.9k $1.3m | Added +35.4k |
| SECTORAL ASSET MANAGEMENT INC 0.53% of their portfolio | 84.1k $1.2m | Added +10.4k |
| STEMPOINT CAPITAL LP 0.35% of their portfolio | 83.4k $1.2m | First filing |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 83.0k $1.2m | Added +50.0k |
| Swiss National Bank 0.00% of their portfolio | 79.7k $1.2m | Added +13.2k |
| ADAR1 Capital Management, LLC 0.51% of their portfolio | 77.6k $1.1m | First filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 73.1k $1.1m | Reduced -49.0k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 72.8k $1.1m | Reduced -501.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 71.3k $1.0m | Reduced -78.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 68.3k $1.0m | Reduced -677 |
| SEVEN EIGHT CAPITAL, LP 0.11% of their portfolio | 66.8k $983.3k | Added +6.9k |
| SG Americas Securities, LLC 0.01% of their portfolio | 66.0k $972.0k | Added +44.8k |
| Avidity Partners Management LP 0.04% of their portfolio | 64.5k $949.5k | Reduced -1.7m |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 59.1k $870.0k | Added +16.3k |
| PDT Partners, LLC 0.10% of their portfolio | 59.0k $868.0k | New |
| Nebula Research & Development LLC 0.26% of their portfolio | 57.9k $851.6k | Added +29.8k |
| Brevan Howard Capital Management LP 0.08% of their portfolio | 53.5k $787.8k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.5k $758.7k | Unchanged |
| Legacy Advisors, LLC 0.10% of their portfolio | 50.0k $736.0k | Unchanged |
| ALPS ADVISORS INC 0.01% of their portfolio | 49.7k $732.0k | Added +32 |
| Mariner, LLC 0.00% of their portfolio | 49.4k $727.6k | Added +806 |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 49.2k $724.3k | New |
| Caption Management, LLC 0.08% of their portfolio | 47.0k $691.8k | Reduced -42.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 44.8k $658.8k | New |
| CORNERCAP INVESTMENT COUNSEL INC 0.11% of their portfolio | 44.5k $654.8k | Reduced -2.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.4k $653.4k | Added +6.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 43.8k $644.7k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 42.2k $621.0k | Added +16.1k |
| Legal & General Group Plc 0.00% of their portfolio | 39.7k $583.9k | Added +7.6k |
| UBS Group AG 0.00% of their portfolio | 39.0k $574.3k | Added +34.4k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 38.1k $560.1k | Added +3.7k |