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 ($621.9k this quarter). Holder counts are more reliable. Shares outstanding: 68.0m as of 2024-04-30, 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 ≈ $2.86. Options: 28 managers hold calls ($20.5m notional), 19 hold puts ($10.6m).
Trends to Q1 2024
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 |
| Q1 2024 | 144 |
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 |
| Q1 2024 | 80 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $46.9m | $37.2m | 0.79 |
| Q3 2023 | $31.6m | $38.2m | 1.21 |
| Q4 2023 | $51.1m | $51.2m | 1.00 |
| Q1 2024 | $20.5m | $10.6m | 0.52 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.7m |
| Boxer Capital, LLC | New | +1.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.4m |
| Alyeska Investment Group, L.P. | New | +1.0m |
| TWO SIGMA ADVISERS, LP | New | +798.9k |
| JPMORGAN CHASE & CO | Added | +675.7k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +633.3k |
| STATE STREET CORP | Added | +618.6k |
| MORGAN STANLEY | Added | +551.5k |
| FRANKLIN RESOURCES INC | Added | +530.9k |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Sold out | -3.0m |
| Point72 Asset Management, L.P. | Reduced | -2.6m |
| Stonepine Capital Management, LLC | Sold out | -2.5m |
| PERCEPTIVE ADVISORS LLC | Reduced | -1.6m |
| FMR LLC | Reduced | -1.4m |
| Nantahala Capital Management, LLC | Sold out | -1.2m |
| EVENTIDE ASSET MANAGEMENT, LLC | Sold out | -1.1m |
| Saturn V Capital Management LP | Sold out | -1.1m |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -1.1m |
| MARSHALL WACE, LLP | Sold out | -985.1k |
Biggest calls
| PERCEPTIVE ADVISORS LLC | New | $4.8m1.7m shares |
| Ikarian Capital, LLC | Reduced | $3.0m1.1m shares |
| GROUP ONE TRADING LLC | Added | $2.7m945.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m749.6k shares |
| Caption Management, LLC | Added | $1.5m522.8k shares |
| CITADEL ADVISORS LLC | Added | $1.3m453.8k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m380.3k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | $921.3k324.4k shares |
| JANE STREET GROUP, LLC | Added | $739.8k260.5k shares |
| SPHERA FUNDS MANAGEMENT LTD. | Added | $681.6k240.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $2.3m826.8k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m822.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m483.1k shares |
| CITADEL ADVISORS LLC | Added | $1.4m478.2k shares |
| Sofinnova Investments, Inc. | New | $852.0k300.0k shares |
| GTS SECURITIES LLC | Added | $544.1k191.6k shares |
| Ikarian Capital, LLC | New | $529.4k186.4k shares |
| Caption Management, LLC | New | $426.0k150.0k shares |
| JANE STREET GROUP, LLC | Reduced | $221.8k78.1k shares |
| LMR Partners LLP | Added | $192.8k67.9k 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 Q1 2024
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 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 | — | — |
| Q1 2024 | 0 | — | 5 | $378.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-05 | Klee Justin B. Co-Chief Executive Officer, director | Sold | $77.4k4.1k shares |
| 2024-03-05 | Cohen Joshua B Co-Chief Executive Officer, director | Sold | $77.4k4.1k shares |
| 2024-03-05 | FRATES JAMES M Chief Financial Officer | Sold | $33.6k1.8k shares |
| 2024-03-05 | Mazzariello Gina Chief Legal Officer | Sold | $28.8k1.5k shares |
| 2024-02-23 | Mazzariello Gina Chief Legal Officer | Sold | $53.2k2.8k shares |
| 2024-01-09 | Cohen Joshua B Co-Chief Executive Officer, director | Sold | $95.4k5.8k shares |
| 2024-01-09 | Klee Justin B. Co-Chief Executive Officer, director | Sold | $95.4k5.8k shares |
| 2024-01-09 | Yeramian Patrick D Chief Medical Officer | Sold | $45.9k2.8k shares |
| 2024-01-09 | FRATES JAMES M Chief Financial Officer | Sold | $44.4k2.7k 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 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 6.2m $17.6m | Added +551.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.3m $15.2m | Added +72.6k |
| BlackRock Inc. 0.00% of their portfolio | 4.5m $12.7m | Added +472.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.9m $8.4m | Added +1.7m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.5m $7.0m | Added +198.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $5.9m | Added +618.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.9m $5.3m | Added +530.9k |
| Boxer Capital, LLC 0.21% of their portfolio | 1.5m $4.3m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.4m $4.1m | Added +1.4m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.3m $3.8m | Reduced -910.5k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 1.2m $3.3m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $3.0m | Added +35.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 1.0m $3.0m | Added +495.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 1.0m $2.9m | Reduced -129.5k |
| Rock Springs Capital Management LP 0.07% of their portfolio | 1.0m $2.9m | Added +476.4k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 1.0m $2.9m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 970.6k $2.8m | Added +75.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 944.1k $2.7m | Added +461.5k |
| CITIGROUP INC 0.00% of their portfolio | 914.7k $2.6m | Added +527.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 819.5k $2.3m | Added +675.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 798.9k $2.3m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 756.2k $2.1m | Reduced -96.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 704.6k $2.0m | Added +633.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 526.7k $1.5m | Added +270.1k |
| Graham Capital Management, L.P. 0.04% of their portfolio | 524.6k $1.5m | New |
| Woodline Partners LP 0.01% of their portfolio | 523.8k $1.5m | Added +53.0k |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.40% of their portfolio | 500.0k $1.4m | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 498.0k $1.4m | Added +37.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 435.9k $1.2m | Added +48.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 425.6k $1.2m | Reduced -9.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 378.8k $1.1m | Reduced -163.7k |
| Walleye Capital LLC 0.01% of their portfolio | 361.9k $1.0m | Reduced -220.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 361.7k $1.0m | Added +333.3k |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 341.5k $969.9k | Added +292.3k |
| Ikarian Capital, LLC 0.26% of their portfolio | 331.5k $941.3k | Reduced -546.0k |
| Sofinnova Investments, Inc. 0.05% of their portfolio | 306.7k $871.1k | New |
| PERCEPTIVE ADVISORS LLC 0.02% of their portfolio | 300.0k $852.0k | Reduced -1.6m |
| SHERBROOKE PARK ADVISERS LLC 0.17% of their portfolio | 299.5k $850.4k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 276.0k $783.7k | Added +155.6k |
| SPHERA FUNDS MANAGEMENT LTD. 0.12% of their portfolio | 267.2k $759.0k | Added +83.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 246.8k $700.9k | Reduced -316.1k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 222.7k $632.5k | Reduced -280.9k |
| UBS Group AG 0.00% of their portfolio | 210.6k $598.0k | Added +171.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 198.0k $562.4k | Added +7.0k |
| Atom Investors LP 0.07% of their portfolio | 189.8k $539.0k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 189.0k $536.8k | New |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 176.1k $500.2k | Reduced -260.7k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 176.0k $499.8k | Added +73.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 170.5k $484.2k | Added +153.1k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 170.0k $482.8k | Reduced -2.6m |
| PDT Partners, LLC 0.04% of their portfolio | 166.9k $474.0k | Added +107.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 159.3k $452.4k | Added +125.9k |
| AVIVA PLC 0.00% of their portfolio | 145.4k $413.0k | New |
| ALPS ADVISORS INC 0.00% of their portfolio | 139.2k $395.5k | Added +89.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 138.0k $391.8k | Reduced -883.7k |
| TD Asset Management Inc 0.00% of their portfolio | 131.2k $372.6k | Added +16.2k |
| WINTON GROUP Ltd 0.02% of their portfolio | 119.7k $339.9k | New |
| Aberdeen Group plc 0.00% of their portfolio | 118.2k $335.8k | Reduced -77.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 116.5k $330.8k | Added +93.1k |
| Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio | 112.9k $320.5k | Added +27.9k |
| BARCLAYS PLC 0.00% of their portfolio | 106.8k $303.4k | Added +16.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 102.8k $291.9k | Reduced -116.6k |
| TANG CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 100.0k $284.0k | Reduced -100.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 95.6k $271.4k | Added +9.9k |
| Swiss National Bank 0.00% of their portfolio | 86.6k $245.9k | Added +6.9k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 82.1k $233.0k | Reduced -47.3k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 80.1k $227.4k | Added +60.1k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 79.7k $226.0k | Reduced -52.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 73.1k $207.7k | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 72.6k $206.1k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.4k $197.1k | Added +1.1k |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 65.0k $184.5k | Added +40.4k |
| Man Group plc 0.00% of their portfolio | 60.7k $172.3k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 53.2k $151.1k | Added +34.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.5k $146.4k | Unchanged |
| Legacy Advisors, LLC 0.02% of their portfolio | 50.0k $142.0k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 49.3k $139.9k | Reduced -163 |
| Point72 (DIFC) Ltd 0.01% of their portfolio | 49.0k $139.1k | First filing |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 48.3k $137.2k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.6k $126.6k | Added +173 |
| ADAR1 Capital Management, LLC 0.03% of their portfolio | 38.9k $110.4k | Reduced -38.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 36.6k $104.1k | Reduced -1.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 33.9k $96.4k | Reduced -10.8k |
| TWINBEECH CAPITAL LP 0.00% of their portfolio | 33.6k $95.4k | Reduced -132.8k |
| Legal & General Group Plc 0.00% of their portfolio | 32.9k $93.3k | Reduced -6.8k |
| GTS SECURITIES LLC 0.00% of their portfolio | 29.4k $83.5k | Added +3.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 26.1k $74.0k | Reduced -39.9k |
| VIRTUS ADVISERS, LLC 0.04% of their portfolio | 25.8k $73.4k | Added +3.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 25.0k $71.1k | Reduced -215 |
| Maven Securities LTD 0.00% of their portfolio | 25.0k $71.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 24.3k $69.2k | Added +454 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 23.8k $671.7k | Reduced -515 |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.00% of their portfolio | 21.9k $62.3k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 21.4k $60.7k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 21.2k $60.3k | Reduced -2.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.9k $59.5k | Reduced -13.3k |
| Premier Path Wealth Partners, LLC 0.01% of their portfolio | 20.3k $57.6k | Unchanged |
| BROWN ADVISORY INC 0.00% of their portfolio | 20.0k $56.7k | Added +6.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 19.7k $55.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 19.4k $55.1k | Reduced -1.4m |