Cutter Capital Management’s Insmed INSM Stock Holding History

Cutter Capital 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
2025 Q2	–	Sell	-186,384	Closed	-$14.2M	–	9
2025 Q1	$14.2M	Sell	186,384 -24,500	-12%	-$1.87M	6.19%	5
2024 Q4	$14.6M	Sell	210,884 -5,000	-2%	-$360K	5.97%	8
2024 Q3	$15.8M	Sell	215,884 -11,753	-5%	-$867K	4.65%	7
2024 Q2	$15.3M	Buy	227,637 +300	+0.1%	+$11.6K	4.6%	8
2024 Q1	$6.17M	Sell	227,337 -186,162	-45%	-$5.21M	2.36%	20
2023 Q4	$12.8M	Buy	+413,499	New	+$10.7M	6.13%	4

Other funds holding INSM

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cutter Capital Management's INSM Position: Q2 2025 in Review

Cutter Capital Management sold out of Insmed (INSM) in Q2 2025, closing a stake of 186,384 shares — an estimated $14.2M sold.

Cutter Capital Management first reported a position in INSM in Q4 2023 and held it in 6 quarters. The position peaked at $15.8M in Q3 2024. 516 funds tracked by Wall St. Rank hold INSM as of Q2 2025.

Cutter Capital Management reported no remaining Insmed position as of Q2 2025 after selling out during the quarter.
Cutter Capital Management sold 186,384 Insmed shares in Q2 2025, an estimated $14.2M.
Cutter Capital Management first reported a position in Insmed in Q4 2023 and held it in 6 quarters.
Cutter Capital Management's Insmed position peaked at $15.8M in Q3 2024.
516 funds tracked by Wall St. Rank held Insmed as of Q2 2025.

Based on Cutter Capital Management's 13F filing for Q2 2025.