BBA
Baker Bros. Advisors’s Insmed INSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776M | Buy |
7,712,900
+2,332,274
| +43% | +$235M | 7.53% | 4 |
|
|
2025
Q1 | $410M | Buy |
5,380,626
+373,763
| +7% | +$28.5M | 4.54% | 6 |
|
|
2024
Q4 | $346M | Buy |
5,006,863
+590,945
| +13% | +$40.8M | 3.69% | 7 |
|
|
2024
Q3 | $322M | Buy |
4,415,918
+839,880
| +23% | +$61.3M | 3.34% | 8 |
|
|
2024
Q2 | $240M | Buy |
3,576,038
+3,233,038
| +943% | +$217M | 3.06% | 7 |
|
|
2024
Q1 | $9.31M | Hold |
343,000
| – | – | 0.12% | 50 |
|
|
2023
Q4 | $10.6M | Hold |
343,000
| – | – | 0.12% | 47 |
|
|
2023
Q3 | $8.66M | Hold |
343,000
| – | – | 0.05% | 47 |
|
|
2023
Q2 | $7.24M | Hold |
343,000
| – | – | 0.04% | 66 |
|
|
2023
Q1 | $5.85M | Buy |
343,000
+323,050
| +1,619% | +$5.51M | 0.03% | 68 |
|
|
2022
Q4 | $399K | Hold |
19,950
| – | – | ﹤0.01% | 106 |
|
|
2022
Q3 | $430K | Sell |
19,950
-2,136,051
| -99% | -$46M | ﹤0.01% | 108 |
|
|
2022
Q2 | $42.5M | Hold |
2,156,001
| – | – | 0.24% | 29 |
|
|
2022
Q1 | $50.7M | Hold |
2,156,001
| – | – | 0.29% | 27 |
|
|
2021
Q4 | $58.7M | Hold |
2,156,001
| – | – | 0.29% | 32 |
|
|
2021
Q3 | $59.4M | Hold |
2,156,001
| – | – | 0.26% | 32 |
|
|
2021
Q2 | $61.4M | Hold |
2,156,001
| – | – | 0.27% | 33 |
|
|
2021
Q1 | $73.4M | Hold |
2,156,001
| – | – | 0.32% | 30 |
|
|
2020
Q4 | $71.8M | Sell |
2,156,001
-116,711
| -5% | -$3.89M | 0.27% | 24 |
|
|
2020
Q3 | $73M | Sell |
2,272,712
-752,672
| -25% | -$24.2M | 0.29% | 22 |
|
|
2020
Q2 | $83.3M | Hold |
3,025,384
| – | – | 0.37% | 22 |
|
|
2020
Q1 | $48.5M | Buy |
3,025,384
+580,119
| +24% | +$9.3M | 0.3% | 27 |
|
|
2019
Q4 | $58.4M | Buy |
2,445,265
+215,505
| +10% | +$5.15M | 0.31% | 26 |
|
|
2019
Q3 | $39.3M | Sell |
2,229,760
-232,456
| -9% | -$4.1M | 0.27% | 31 |
|
|
2019
Q2 | $63M | Buy |
2,462,216
+384,615
| +19% | +$9.85M | 0.43% | 22 |
|
|
2019
Q1 | $60.4M | Buy |
2,077,601
+225,619
| +12% | +$6.56M | 0.39% | 28 |
|
|
2018
Q4 | $24.3M | Hold |
1,851,982
| – | – | 0.2% | 31 |
|
|
2018
Q3 | $37.4M | Buy |
1,851,982
+1,151,982
| +165% | +$23.3M | 0.25% | 31 |
|
|
2018
Q2 | $16.6M | Hold |
700,000
| – | – | 0.12% | 45 |
|
|
2018
Q1 | $15.8M | Hold |
700,000
| – | – | 0.13% | 46 |
|
|
2017
Q4 | $21.8M | Hold |
700,000
| – | – | 0.19% | 44 |
|
|
2017
Q3 | $21.8M | Buy |
700,000
+300,000
| +75% | +$9.36M | 0.18% | 39 |
|
|
2017
Q2 | $6.86M | Hold |
400,000
| – | – | 0.06% | 57 |
|
|
2017
Q1 | $7M | Hold |
400,000
| – | – | 0.06% | 58 |
|
|
2016
Q4 | $5.29M | Hold |
400,000
| – | – | 0.05% | 62 |
|
|
2016
Q3 | $5.81M | Sell |
400,000
-1,100,000
| -73% | -$16M | 0.05% | 65 |
|
|
2016
Q2 | $14.8M | Hold |
1,500,000
| – | – | 0.16% | 42 |
|
|
2016
Q1 | $19M | Buy |
1,500,000
+500,000
| +50% | +$6.34M | 0.2% | 35 |
|
|
2015
Q4 | $18.2M | Sell |
1,000,000
-583,490
| -37% | -$10.6M | 0.15% | 47 |
|
|
2015
Q3 | $29.4M | Hold |
1,583,490
| – | – | 0.27% | 28 |
|
|
2015
Q2 | $38.7M | Hold |
1,583,490
| – | – | 0.34% | 32 |
|
|
2015
Q1 | $32.9M | Buy |
1,583,490
+475,640
| +43% | +$9.89M | 0.27% | 31 |
|
|
2014
Q4 | $17.1M | Hold |
1,107,850
| – | – | 0.17% | 40 |
|
|
2014
Q3 | $14.5M | Buy |
1,107,850
+803,800
| +264% | +$10.5M | 0.18% | 39 |
|
|
2014
Q2 | $6.08M | Sell |
304,050
-250,000
| -45% | -$5M | 0.07% | 63 |
|
|
2014
Q1 | $10.5M | Sell |
554,050
-242,328
| -30% | -$4.61M | 0.13% | 46 |
|
|
2013
Q4 | $13.5M | Sell |
796,378
-149,425
| -16% | -$2.54M | 0.19% | 41 |
|
|
2013
Q3 | $14.8M | Buy |
945,803
+150,000
| +19% | +$2.34M | 0.21% | 37 |
|
|
2013
Q2 | $9.52M | Buy |
+795,803
| New | +$9.52M | 0.19% | 37 |
|