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Redmile Group’s Insmed INSM Stock Holding History

Redmile Group’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
2018
Q3 		– Sell
-2,033,492
Closed -$48.1M – 89
2018
Q2 		$48.1M Sell
2,033,492
-132,870
-6% -$3.42M 1.63% 22
2018
Q1 		$48.8M Sell
2,166,362
-82,900
-4% -$2.18M 1.88% 19
2017
Q4 		$70.1M Buy
2,249,262
+257,616
+13% +$7.61M 3.05% 8
2017
Q3 		$62.2M Buy
1,991,646
+1,979,266
+15,988% +$37.7M 3.07% 8
2017
Q2 		$212K Buy
+12,380
New +$211K 0.01% 60
2016
Q1 		– Sell
-1,391,813
Closed -$25.3M – 52
2015
Q4 		$25.3M Buy
1,391,813
+443,847
+47% +$7.82M 1.89% 21
2015
Q3 		$17.6M Buy
947,966
+80,620
+9% +$2.01M 1.33% 24
2015
Q2 		$21.2M Sell
867,346
-514,482
-37% -$11.7M 1.74% 23
2015
Q1 		$28.7M Buy
1,381,828
+369,457
+36% +$6.51M 2.58% 12
2014
Q4 		$15.7M Sell
1,012,371
-78,253
-7% -$1.11M 1.71% 25
2014
Q3 		$14.2M Buy
+1,090,624
New +$16.4M 1.64% 26

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return

Redmile Group's INSM Position: Q3 2018 in Review

Redmile Group sold out of Insmed (INSM) in Q3 2018, closing a stake of 2,033,492 shares — an estimated $48.1M sold.

Redmile Group first reported a position in INSM in Q3 2014 and held it in 11 quarters. The position peaked at $70.1M in Q4 2017. 123 funds tracked by Wall St. Rank hold INSM as of Q3 2018.

  • Redmile Group reported no remaining Insmed position as of Q3 2018 after selling out during the quarter.
  • Redmile Group sold 2,033,492 Insmed shares in Q3 2018, an estimated $48.1M.
  • Redmile Group first reported a position in Insmed in Q3 2014 and held it in 11 quarters.
  • Redmile Group's Insmed position peaked at $70.1M in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Insmed as of Q3 2018.

Based on Redmile Group's 13F filing for Q3 2018, filed 14 Nov 2018.