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 ($5.9k this quarter). Holder counts are more reliable. Shares outstanding: 68.1m as of 2024-07-31, 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 ≈ $1.90. Options: 8 managers hold calls ($545.8k notional), 9 hold puts ($4.0m).
Trends to Q2 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 |
| Q2 2024 | 120 |
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 |
| Q2 2024 | 60 | 97 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $31.6m | $38.2m | 1.21 |
| Q4 2023 | $51.1m | $51.2m | 1.00 |
| Q1 2024 | $20.5m | $10.6m | 0.52 |
| Q2 2024 | $545.8k | $4.0m | 7.34 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +3.2m |
| Almitas Capital LLC | New | +1.9m |
| 683 Capital Management, LLC | New | +1.5m |
| ACADIAN ASSET MANAGEMENT LLC | New | +1.2m |
| Alyeska Investment Group, L.P. | Added | +814.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +589.1k |
| TWO SIGMA ADVISERS, LP | Added | +355.3k |
| Aldebaran Capital, LLC | New | +269.8k |
| D. E. Shaw & Co., Inc. | Added | +265.6k |
| AVIVA PLC | Added | +217.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -5.3m |
| STATE STREET CORP | Reduced | -1.9m |
| FRANKLIN RESOURCES INC | Sold out | -1.9m |
| BlackRock Inc. | Reduced | -1.8m |
| VANGUARD GROUP INC | Reduced | -1.1m |
| Rock Springs Capital Management LP | Sold out | -1.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -936.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -915.0k |
| JPMORGAN CHASE & CO | Reduced | -704.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -597.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $193.0k101.6k shares |
| CITADEL ADVISORS LLC | Reduced | $131.1k69.0k shares |
| GROUP ONE TRADING LLC | Reduced | $122.2k64.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $41.0k21.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $39.5k20.8k shares |
| ADAR1 Capital Management, LLC | Reduced | $19.0k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| FNY Investment Advisers, LLC | Unchanged | $02 shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $1.4m715.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m533.8k shares |
| Sofinnova Investments, Inc. | Unchanged | $570.0k300.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $428.1k225.3k shares |
| Caption Management, LLC | Unchanged | $285.0k150.0k shares |
| CITADEL ADVISORS LLC | Reduced | $265.4k139.7k shares |
| HAP Trading, LLC | Unchanged | $55.0k50.0k shares |
| GTS SECURITIES LLC | Reduced | $31.7k16.7k 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), Point72 Asset Management, L.P. (2.6%, 2025-11-14)
Insider purchases and sales in Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 1 | $9.4k | 1 | $19.7k | $19.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-15 | Mazzariello Gina Chief Legal Officer | Sold plan | $19.7k10.5k shares |
| 2024-05-15 | Quimi Daphne Director | Bought | $4.3k2.2k shares |
| 2024-05-14 | Quimi Daphne Director | Bought | $5.2k2.8k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 4.2m $8.0m | Reduced -1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.3m $6.3m | Added +3.2m |
| BlackRock Inc. 0.00% of their portfolio | 2.7m $5.1m | Reduced -1.8m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.6m $5.0m | Reduced -332.8k |
| Almitas Capital LLC 1.50% of their portfolio | 1.9m $3.6m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 1.8m $3.5m | Added +814.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.5m $2.9m | Reduced -936.3k |
| 683 Capital Management, LLC 0.30% of their portfolio | 1.5m $2.9m | New |
| Boxer Capital, LLC 0.15% of their portfolio | 1.5m $2.9m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.3m $2.6m | Added +14.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 1.3m $2.5m | Added +265.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.3m $2.5m | Reduced -135.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.2m $2.3m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 1.2m $2.2m | Added +355.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 1.2m $2.2m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 924.5k $1.8m | Reduced -5.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 811.5k $1.5m | Added +106.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 789.1k $1.5m | Reduced -154.9k |
| CITIGROUP INC 0.00% of their portfolio | 663.4k $1.3m | Reduced -251.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 621.9k $1.2m | Added +95.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 589.1k $1.1m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 570.9k $1.1m | Reduced -185.3k |
| Woodline Partners LP 0.01% of their portfolio | 523.8k $995.2k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 521.6k $991.1k | Added +85.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 491.1k $933.1k | Reduced -536.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 477.5k $907.3k | Added +201.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 468.9k $891.1k | Reduced -597.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 446.0k $847.5k | Added +199.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 367.2k $697.8k | Reduced -58.3k |
| AVIVA PLC 0.00% of their portfolio | 363.0k $689.8k | Added +217.6k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 321.9k $611.5k | Reduced -202.8k |
| Sofinnova Investments, Inc. 0.04% of their portfolio | 299.7k $569.4k | Reduced -7.0k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 289.3k $549.6k | Added +66.6k |
| Ikarian Capital, LLC 0.16% of their portfolio | 274.6k $521.6k | Reduced -56.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 272.6k $517.9k | Added +113.3k |
| Aldebaran Capital, LLC 0.48% of their portfolio | 269.8k $512.6k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 250.0k $475.0k | Reduced -248.0k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 220.5k $418.0k | Added +138.4k |
| XTX Topco Ltd 0.03% of their portfolio | 210.6k $400.2k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 188.5k $358.1k | Reduced -551 |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 178.8k $339.7k | Added +2.8k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 166.5k $316.4k | Reduced -9.6k |
| STATE STREET CORP 0.00% of their portfolio | 154.9k $294.3k | Reduced -1.9m |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 139.1k $264.3k | Reduced -31.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 138.5k $263.1k | Reduced -223.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 130.0k $247.0k | New |
| Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio | 119.0k $226.1k | Added +6.1k |
| Aberdeen Group plc 0.00% of their portfolio | 118.2k $224.7k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 118.1k $224.4k | Reduced -223.4k |
| Man Group plc 0.00% of their portfolio | 116.1k $220.6k | Added +55.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 115.0k $218.5k | Reduced -704.5k |
| LMR Partners LLP 0.00% of their portfolio | 113.3k $215.3k | New |
| Alpine Global Management, LLC 0.04% of their portfolio | 108.9k $206.8k | New |
| ADAR1 Capital Management, LLC 0.04% of their portfolio | 107.3k $203.9k | Added +68.4k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 105.2k $202.1k | New |
| TANG CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 100.0k $190.0k | Unchanged |
| Maven Securities LTD 0.03% of their portfolio | 100.0k $190.0k | Added +75.0k |
| Savant Capital, LLC 0.00% of their portfolio | 95.9k $182.2k | New |
| Centiva Capital, LP 0.01% of their portfolio | 90.7k $172.4k | New |
| ALPS ADVISORS INC 0.00% of their portfolio | 90.4k $171.7k | Reduced -48.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 85.5k $162.4k | Reduced -17.3k |
| Engineers Gate Manager LP 0.00% of their portfolio | 84.0k $159.7k | New |
| Point72 Asia (Singapore) Pte. Ltd. 0.03% of their portfolio | 82.0k $155.9k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 76.3k $149.9k | Added +28.0k |
| State of Wyoming 0.02% of their portfolio | 61.8k $117.4k | New |
| Walleye Capital LLC 0.00% of their portfolio | 61.7k $117.3k | Reduced -300.1k |
| Paloma Partners Management Co 0.01% of their portfolio | 58.0k $110.1k | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 57.9k $110.1k | Reduced -14.6k |
| Mariner, LLC 0.00% of their portfolio | 57.5k $109.3k | Added +8.3k |
| FMR LLC 0.00% of their portfolio | 56.4k $107.1k | Added +37.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 55.8k $106.0k | Added +29.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 55.6k $106.0k | Reduced -915.0k |
| Legacy Advisors, LLC 0.01% of their portfolio | 50.0k $95.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 44.3k $84.1k | Reduced -62.6k |
| SPHERA FUNDS MANAGEMENT LTD. 0.01% of their portfolio | 36.0k $68.5k | Reduced -231.2k |
| Cerity Partners LLC 0.00% of their portfolio | 33.4k $63.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 31.9k $60.7k | Added +21.6k |
| UBS Group AG 0.00% of their portfolio | 30.1k $57.3k | Reduced -180.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 29.5k $56.0k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 28.8k $54.7k | Added +13.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 28.8k $54.7k | Reduced -40.6k |
| CWM, LLC 0.00% of their portfolio | 28.6k $54.0k | Added +14.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.0k $49.5k | First filing |
| Point72 (DIFC) Ltd 0.00% of their portfolio | 26.0k $49.3k | Reduced -23.0k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 24.8k $47.1k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 22.9k $43.5k | New |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.00% of their portfolio | 21.9k $41.7k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 21.6k $41.0k | New |
| Zuckerman Investment Group, LLC 0.00% of their portfolio | 20.0k $38.0k | New |
| BROWN ADVISORY INC 0.00% of their portfolio | 20.0k $37.9k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 19.0k $36.2k | Reduced -359.8k |
| Jump Financial, LLC 0.00% of their portfolio | 17.7k $33.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.1k $32.0k | Added +15.8k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 15.4k $29.4k | Reduced -890 |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 11.7k $22.3k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 11.0k $20.9k | Reduced -2.9k |
| Vident Advisory, LLC 0.00% of their portfolio | 10.8k $20.6k | New |
| Teza Capital Management LLC 0.00% of their portfolio | 10.2k $19.3k | Reduced -3.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 9.1k $17.3k | Added +9.0k |
| Advisors Asset Management, Inc. 0.00% of their portfolio | 8.3k $15.8k | Reduced -11 |