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Deerfield Management’s Insmed INSM Stock Holding History

Deerfield 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
Q4 		– Sell
-471,000
Closed -$67.8M – 164
2025
Q3 		$67.8M Sell
471,000
-229,700
-33% -$28.1M 1.04% 28
2025
Q2 		$70.5M Buy
700,700
+242,700
+53% +$18.6M 1.28% 21
2025
Q1 		$34.9M Buy
+458,000
New +$35M 0.69% 35
2024
Q4 		– Sell
-52,861
Closed -$3.86M – 257
2024
Q3 		$3.86M Buy
52,861
+41,502
+365% +$3.06M 0.06% 72
2024
Q2 		$761K Buy
+11,359
New +$441K 0.01% 188
2023
Q3 		– Sell
-658,546
Closed -$13.9M – 97
2023
Q2 		$13.9M Hold
658,546
– – 0.3% 59
2023
Q1 		$11.2M Sell
658,546
-5,600
-0.8% -$109K 0.25% 68
2022
Q4 		$13.3M Sell
664,146
-296,338
-31% -$5.73M 0.27% 67
2022
Q3 		$20.7M Hold
960,484
– – 0.41% 62
2022
Q2 		$18.9M Buy
960,484
+655,912
+215% +$13.7M 0.39% 62
2022
Q1 		$7.16M Buy
+304,572
New +$7.08M 0.16% 79
2021
Q3 		– Sell
-200,000
Closed -$5.69M – 145
2021
Q2 		$5.69M Buy
+200,000
New +$5.94M 0.1% 127
2015
Q3 		– Sell
-891,546
Closed -$21.8M – 142
2015
Q2 		$21.8M Sell
891,546
-736,985
-45% -$16.7M 0.73% 50
2015
Q1 		$33.9M Sell
1,628,531
-613,100
-27% -$10.8M 1.1% 24
2014
Q4 		$34.7M Buy
2,241,631
+161,471
+8% +$2.29M 1.25% 26
2014
Q3 		$27.1M Buy
2,080,160
+874,926
+73% +$13.2M 0.99% 34
2014
Q2 		$24.1M Sell
1,205,234
-810,913
-40% -$12M 0.97% 35
2014
Q1 		$38.4M Buy
2,016,147
+963,902
+92% +$18.3M 1.57% 18
2013
Q4 		$17.9M Buy
1,052,245
+121,495
+13% +$1.86M 0.93% 41
2013
Q3 		$14.5M Buy
930,750
+376,957
+68% +$4.79M 0.68% 54
2013
Q2 		$6.62M Buy
+553,793
New +$5.66M 0.31% 73

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deerfield Management's INSM Position: Q4 2025 in Review

Deerfield Management sold out of Insmed (INSM) in Q4 2025, closing a stake of 471,000 shares — an estimated $67.8M sold.

Deerfield Management first reported a position in INSM in Q2 2013 and held it in 21 quarters. The position peaked at $70.5M in Q2 2025. 676 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

  • Deerfield Management reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
  • Deerfield Management sold 471,000 Insmed shares in Q4 2025, an estimated $67.8M.
  • Deerfield Management first reported a position in Insmed in Q2 2013 and held it in 21 quarters.
  • Deerfield Management's Insmed position peaked at $70.5M in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Deerfield Management's 13F filing for Q4 2025, filed 17 Feb 2026.