Ghost Tree Capital’s Insmed INSM Stock Holding History

Ghost Tree Capital’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
2024 Q3	$5.47M	Buy	75,000 +10,000	+15%	+$738K	1.65%	24
2024 Q2	$4.36M	Sell	65,000 -85,000	-57%	-$3.3M	1.36%	28
2024 Q1	$4.07M	Buy	+150,000	New	+$4.2M	1.13%	29
2020 Q1	–	Sell	-200,000	Closed	-$4.78M	–	57
2019 Q4	$4.78M	Buy	+200,000	New	+$4.07M	0.91%	36
2018 Q4	–	Sell	-26,000	Closed	-$526K	–	51
2018 Q3	$526K	Buy	+26,000	New	+$587K	0.11%	52
2017 Q4	–	Sell	-324,400	Closed	-$10.1M	–	59
2017 Q3	$10.1M	Sell	324,400 -150,600	-32%	-$2.87M	2.15%	13
2017 Q2	$8.15M	Buy	+475,000	New	+$8.11M	1.69%	19
2014 Q3	–	Sell	-200,000	Closed	-$4M	–	79
2014 Q2	$4M	Buy	200,000 +65,000	+48%	+$963K	2.82%	12
2014 Q1	$2.57M	Sell	135,000 -65,000	-33%	-$1.24M	1.53%	22
2013 Q4	$3.4M	Buy	+200,000	New	+$3.06M	2.09%	17

Other funds holding INSM

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

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

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

DGM

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

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

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

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

BBA

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ghost Tree Capital's INSM Position: Q3 2024 in Review

Ghost Tree Capital increased its Insmed (INSM) stake by 15% in Q3 2024, buying an estimated $738K and bringing the position to 75,000 shares worth $5.47M. The position accounts for 1.65% of the portfolio, ranked #24.

Ghost Tree Capital first reported a position in INSM in Q4 2013 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2017. 413 funds tracked by Wall St. Rank hold INSM as of Q3 2024.

Ghost Tree Capital held 75,000 shares of Insmed worth $5.47M as of Q3 2024.
Ghost Tree Capital bought 10,000 Insmed shares in Q3 2024, an estimated $738K.
Insmed made up 1.65% of Ghost Tree Capital's portfolio in Q3 2024, its #24 holding.
Ghost Tree Capital first reported a position in Insmed in Q4 2013 and has held it in 10 quarters since.
Ghost Tree Capital's Insmed position peaked at $10.1M in Q3 2017.
413 funds tracked by Wall St. Rank held Insmed as of Q3 2024.

Based on Ghost Tree Capital's 13F filing for Q3 2024, filed 14 Nov 2024.