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Dmitry Balyasny’s Insmed INSM Stock Holding History

Dmitry Balyasny’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
Q3 		– Sell
-150,000
Closed -$15.1M – 3171
2025
Q2 		$15.1M Buy
+150,000
New +$11.5M 0.02% 784
2024
Q2 		– Sell
-533,100
Closed -$14.5M – 2826
2024
Q1 		$14.5M Sell
533,100
-8,500
-2% -$238K 0.03% 775
2023
Q4 		$16.8M Buy
541,600
+9,600
+2% +$249K 0.03% 672
2023
Q3 		$13.4M Buy
+532,000
New +$12.2M 0.03% 727
2018
Q3 		– Sell
-220,000
Closed -$5.2M – 1839
2018
Q2 		$5.2M Buy
+220,000
New +$5.66M 0.02% 649

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dmitry Balyasny's INSM Position: Q2 2026 in Review

Dmitry Balyasny increased its Insmed (INSM) stake by 498% in Q2 2026, buying an estimated $134M and bringing the position to 1,326,430 shares worth $141M. The position accounts for 0.18% of the portfolio, ranked #128.

Dmitry Balyasny first reported a position in INSM in Q3 2018 and has held it in 16 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Dmitry Balyasny held 1,326,430 shares of Insmed worth $141M as of Q2 2026.
  • Dmitry Balyasny bought 1,104,723 Insmed shares in Q2 2026, an estimated $134M.
  • Insmed made up 0.18% of Dmitry Balyasny's portfolio in Q2 2026, its #128 holding.
  • Dmitry Balyasny first reported a position in Insmed in Q3 2018 and has held it in 16 quarters since.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.