Amylyx 制药 AMLX
$29.50 +$1.88 (+6.81%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $30.16 +2.24%
开盘$27.73
昨收$27.62
当日区间$27.50 – $29.58
成交量1.86M
市值$3.79B
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例92.1%-14.57 个百分点，较上季度
持仓机构数245+4 ，较上季度
内部人近期交易24次买入 / 26次卖出净卖出
空头持仓比例10.56% 占流通股回补天数 9.9 · 截至 15 Oct 2026
卖空成交量占比17.9%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$7.66M（10个净流入日，10个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有36.5%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从12.05%降至10.56%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +174,872 | 0.2% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +1,667,888 | 1.4% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +1,053,015 | 0.8% |
| Morgan Stanley | Public Company | 2026/Q3 | +950,246 | 2.4% |
| abrdn plc | Mutual Fund | 2026/Q3 | +737,670 | 0.6% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +707,790 | 2.4% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +431,490 | 0.5% |
| Nearwater Capital Markets, Limited | Private Company | 2026/Q3 | +425,000 | 0.3% |
| Trexquant Investment LP | Hedge Fund | 2026/Q3 | +349,439 | 0.3% |
| Ensign Peak Advisors Inc. | Endowment Fund | 2026/Q3 | +305,441 | 0.2% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +299,565 | 0.2% |
| Saturn V Capital Management LP | Hedge Fund | 2026/Q3 | +274,216 | 3.7% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +254,587 | 0.2% |
| Artal Group S.A. | VC/PE Fund | 2026/Q3 | +250,586 | 1.2% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +250,029 | 4.2% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | George Milne | Independent Chairperson | Automatic Disposition | -30,000 | $27.70 | 782,881 |
| 9 Sep 2026 | James Frates | Chief Financial Officer | Private Disposition | -1,042 | $33.23 | 227,434 |
| 9 Sep 2026 | James Frates | Chief Financial Officer | Open Market Disposition | -9,768 | $32.27 | 227,434 |
| 9 Sep 2026 | Camille Bedrosian | Chief Medical Officer | Private Disposition | -2,081 | $33.09 | 101,592 |
| 9 Sep 2026 | Camille Bedrosian | Chief Medical Officer | Open Market Disposition | -7,947 | $32.21 | 101,592 |
| 9 Sep 2026 | Joshua Cohen | Co-Chief Executive Officer | Private Disposition | -919 | $33.15 | 3,153,336 |
| 9 Sep 2026 | Joshua Cohen | Co-Chief Executive Officer | Open Market Disposition | -29,545 | $32.16 | 3,153,336 |
| 9 Sep 2026 | Justin Klee | Co-Chief Executive Officer | Private Disposition | -1,439 | $33.16 | 3,153,269 |
| 9 Sep 2026 | Justin Klee | Co-Chief Executive Officer | Open Market Disposition | -29,025 | $32.13 | 3,153,269 |
| 9 Sep 2026 | Gina Mazzariello | Chief Legal Officer & General Counsel | Private Disposition | -11 | $33.34 | 45,373 |
| 9 Sep 2026 | Gina Mazzariello | Chief Legal Officer & General Counsel | Open Market Disposition | -9,525 | $32.46 | 45,373 |
| 30 Aug 2026 | Karen Firestone | Independent Director | Derivative Exercise and Retained | +50,000 | $5.05 | 116,900 |
| 17 Aug 2026 | James Frates | Chief Financial Officer | Other Acquisition | +22,807 | – | 238,244 |
| 17 Aug 2026 | Camille Bedrosian | Chief Medical Officer | Other Acquisition | +22,807 | – | 111,620 |
| 17 Aug 2026 | Joshua Cohen | Co-Chief Executive Officer | Other Acquisition | +60,039 | – | 3,183,800 |
| 17 Aug 2026 | Justin Klee | Co-Chief Executive Officer | Other Acquisition | +60,039 | – | 3,183,733 |
| 17 Aug 2026 | Gina Mazzariello | Chief Legal Officer & General Counsel | Other Acquisition | +21,284 | – | 54,909 |
| 9 Jul 2026 | Gina Mazzariello | Chief Legal Officer & General Counsel | Open Market Disposition | -30,000 | $18.32 | 33,625 |
| 8 Jul 2026 | Gina Mazzariello | Chief Legal Officer & General Counsel | Intent to Sell (Form 144) | -30,000 | $17.88 | – |
| 3 Jun 2026 | George Milne | Independent Chairperson | Other Derivative Acquisition | +24,372 | $14.31 | 24,372 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 13,249,442 | 10.6% | 9.9 |
| 30 Sep 2026 | 12,666,971 | 10.1% | 9.2 |
| 15 Sep 2026 | 13,512,753 | 12.1% | 8.6 |
| 31 Aug 2026 | 12,737,201 | 11.4% | 2.4 |
| 14 Aug 2026 | 13,425,106 | 12.0% | 7.1 |
| 31 Jul 2026 | 13,401,722 | 12.1% | 6.8 |
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