Hudson Bay Capital Management’s Insmed INSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.7M | Buy |
+109,352
| New | +$13.2M | 0.03% | 330 |
|
|
2025
Q3 | – | Sell |
-81,743
| Closed | -$8.23M | – | 1443 |
|
|
2025
Q2 | $8.23M | Buy |
81,743
+41,573
| +103% | +$3.18M | 0.03% | 407 |
|
|
2025
Q1 | $3.06M | Sell |
40,170
-169,830
| -81% | -$13M | 0.01% | 725 |
|
|
2024
Q4 | $14.5M | Sell |
210,000
-30,000
| -13% | -$2.16M | 0.05% | 292 |
|
|
2024
Q3 | $17.5M | Sell |
240,000
-227,500
| -49% | -$16.8M | 0.07% | 187 |
|
|
2024
Q2 | $31.3M | Sell |
467,500
-159,310
| -25% | -$6.18M | 0.15% | 98 |
|
|
2024
Q1 | $17M | Buy |
626,810
+159,310
| +34% | +$4.46M | 0.09% | 118 |
|
|
2023
Q4 | $14.5M | Sell |
467,500
-380,000
| -45% | -$9.85M | 0.09% | 134 |
|
|
2023
Q3 | $21.4M | Sell |
847,500
-852,500
| -50% | -$19.5M | 0.17% | 91 |
|
|
2023
Q2 | $35.9M | Sell |
1,700,000
-37,500
| -2% | -$712K | 0.26% | 87 |
|
|
2023
Q1 | $29.6M | Buy |
1,737,500
+340,000
| +24% | +$6.61M | 0.24% | 84 |
|
|
2022
Q4 | $27.9M | Buy |
1,397,500
+672,500
| +93% | +$13M | 0.29% | 74 |
|
|
2022
Q3 | $15.6M | Sell |
725,000
-59,300
| -8% | -$1.42M | 0.14% | 97 |
|
|
2022
Q2 | $15.5M | Buy |
784,300
+624,300
| +390% | +$13.1M | 0.12% | 110 |
|
|
2022
Q1 | $3.76M | Buy |
160,000
+130,000
| +433% | +$3.02M | 0.05% | 488 |
|
|
2021
Q4 | $817K | Buy |
+30,000
| New | +$858K | 0.01% | 823 |
|
|
2021
Q1 | – | Sell |
-20,000
| Closed | -$666K | – | 899 |
|
|
2020
Q4 | $666K | Sell |
20,000
-80,000
| -80% | -$2.92M | 0.01% | 483 |
|
|
2020
Q3 | $3.21M | Sell |
100,000
-10,000
| -9% | -$287K | 0.05% | 295 |
|
|
2020
Q2 | $3.03M | Sell |
110,000
-120,000
| -52% | -$2.84M | 0.05% | 258 |
|
|
2020
Q1 | $3.69M | Buy |
230,000
+130,000
| +130% | +$3.08M | 0.09% | 195 |
|
|
2019
Q4 | $2.39M | Sell |
100,000
-30,000
| -23% | -$610K | 0.05% | 258 |
|
|
2019
Q3 | $2.29M | Buy |
+130,000
| New | +$2.51M | 0.06% | 240 |
|
|
2019
Q1 | – | Sell |
-150,000
| Closed | -$1.97M | – | 785 |
|
|
2018
Q4 | $1.97M | Buy |
150,000
+50,000
| +50% | +$798K | 0.03% | 514 |
|
|
2018
Q3 | $2.02M | Sell |
100,000
-40,000
| -29% | -$903K | 0.03% | 472 |
|
|
2018
Q2 | $3.31M | Sell |
140,000
-50,000
| -26% | -$1.29M | 0.05% | 394 |
|
|
2018
Q1 | $4.28M | Buy |
190,000
+70,000
| +58% | +$1.84M | 0.09% | 268 |
|
|
2017
Q4 | $3.74M | Sell |
120,000
-20,000
| -14% | -$591K | 0.08% | 214 |
|
|
2017
Q3 | $4.37M | Buy |
140,000
+40,000
| +40% | +$762K | 0.11% | 159 |
|
|
2017
Q2 | $1.72M | Buy |
100,000
+19,865
| +25% | +$339K | 0.03% | 355 |
|
|
2017
Q1 | $1.4M | Buy |
+80,135
| New | +$1.24M | 0.02% | 554 |
|
Other funds holding INSM
BBA
DGM
OAG
Hudson Bay Capital Management's INSM Position: Q2 2026 in Review
Hudson Bay Capital Management opened a new position in Insmed (INSM) in Q2 2026: 109,352 shares worth $11.7M. The stake represents 0.03% of the portfolio and ranks #330 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in INSM as recently as Q2 2025.
Hudson Bay Capital Management first reported a position in INSM in Q1 2017 and has held it in 30 quarters since. The position peaked at $35.9M in Q2 2023. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.
- Hudson Bay Capital Management held 109,352 shares of Insmed worth $11.7M as of Q2 2026.
- Insmed was a new Hudson Bay Capital Management position in Q2 2026.
- Insmed made up 0.03% of Hudson Bay Capital Management's portfolio in Q2 2026, its #330 holding.
- Hudson Bay Capital Management first reported a position in Insmed in Q1 2017 and has held it in 30 quarters since.
- Hudson Bay Capital Management's Insmed position peaked at $35.9M in Q2 2023.
- 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.
Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.