Balyasny Asset Management
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Balyasny Asset Management’s Insmed INSM Stock Holding History

Balyasny Asset Management’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.3M Sell
221,707
-158,854
-42% -$24.4M 0.05% 462
2025
Q4 		$66.2M Buy
380,561
+343,080
+915% +$62.6M 0.08% 269
2025
Q3 		$5.4M Buy
+37,481
New +$4.59M 0.01% 1343
2025
Q1 		– Sell
-58,970
Closed -$4.07M – 3029
2024
Q4 		$4.07M Buy
58,970
+38,155
+183% +$2.75M 0.01% 1375
2024
Q3 		$1.52M Sell
20,815
-139,932
-87% -$10.3M ﹤0.01% 1786
2024
Q2 		$10.8M Sell
160,747
-289,647
-64% -$11.2M 0.02% 855
2024
Q1 		$12.2M Sell
450,394
-493,037
-52% -$13.8M 0.02% 837
2023
Q4 		$29.2M Buy
943,431
+862,055
+1,059% +$22.4M 0.05% 464
2023
Q3 		$2.05M Sell
81,376
-912,682
-92% -$20.9M ﹤0.01% 1368
2023
Q2 		$21M Buy
+994,058
New +$18.9M 0.05% 515
2023
Q1 		– Sell
-382,651
Closed -$7.65M – 2894
2022
Q4 		$7.65M Buy
382,651
+173,618
+83% +$3.36M 0.02% 846
2022
Q3 		$4.5M Sell
209,033
-284,298
-58% -$6.82M 0.01% 1058
2022
Q2 		$9.73M Buy
+493,331
New +$10.3M 0.03% 661
2019
Q1 		– Sell
-26,396
Closed -$346K – 1500
2018
Q4 		$346K Buy
26,396
+53
+0.2% +$846 ﹤0.01% 1191
2018
Q3 		$533K Buy
+26,343
New +$595K ﹤0.01% 1356

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Balyasny Asset Management's INSM Position: Q1 2026 in Review

Balyasny Asset Management reduced its Insmed (INSM) stake by 42% in Q1 2026, selling an estimated $24.4M and leaving 221,707 shares worth $36.3M. The position accounts for 0.05% of the portfolio, ranked #462.

Balyasny Asset Management first reported a position in INSM in Q3 2018 and has held it in 15 quarters since. The position peaked at $66.2M in Q4 2025. 670 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Balyasny Asset Management held 221,707 shares of Insmed worth $36.3M as of Q1 2026.
  • Balyasny Asset Management sold 158,854 Insmed shares in Q1 2026, an estimated $24.4M.
  • Insmed made up 0.05% of Balyasny Asset Management's portfolio in Q1 2026, its #462 holding.
  • Balyasny Asset Management first reported a position in Insmed in Q3 2018 and has held it in 15 quarters since.
  • Balyasny Asset Management's Insmed position peaked at $66.2M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.