Insmed
INSM
224 hedge funds and large institutions have $2.89B invested in Insmed in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 89 increasing their positions, 70 reducing their positions, and 19 closing their positions.
141% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $1.65M
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
27% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 70
5% more funds holding
Funds holding: 214 → 224 (+10)
2.21% more ownership
Funds ownership: 104.2% → 106.41% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less capital invested
Capital invested by funds: $3.31B → $2.89B (-$418M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$18.5M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17.8M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$15.3M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$14.9M |
| 5 |
FFM
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$30.6M |
| 2 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$27.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.7M |
| 4 |
PBA
Paradigm Biocapital Advisors
New York
|
-$10.7M |
| 5 |
SI
Sofinnova Investments
Menlo Park,
California
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$208K | -7,651 | Closed |
|
|
SO
227
STRS Ohio
Columbus,
Ohio
| – | -$73K | -2,700 | Closed |
|
|
SWM
228
Spire Wealth Management
Mclean,
Virginia
| – | -$27K | -993 | Closed |
|
|
PCMC
229
Paragon Capital Management (Colorado)
Denver,
Colorado
| – | -$14K | -500 | Closed |
|
|
CTC
230
Central Trust Company
Jefferson City,
Missouri
| – | -$6.62K | -285 | -95% |
|
|
GWM
231
Geneos Wealth Management
Englewood,
Colorado
| – | -$7K | -272 | Closed |
|
|
DFCM
232
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$6K | -202 | Closed |
|
|
TC
233
Truvestments Capital
Sarasota,
Florida
| – | -$4K | -139 | Closed |
|
|
SGAM
234
Smith Group Asset Management
Dallas,
Texas
| – | -$4K | -130 | Closed |
|
|
PA
235
Parallel Advisors
San Francisco,
California
| – | -$3K | -119 | Closed |
|
|
C
236
Covestor
London,
United Kingdom
| – | -$116 | -5 | -21% |
|
INSM Hedge Fund Activity: Q1 2022 in Review
224 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2022, worth a combined $2.89B — down 13% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new INSM positions and 19 closed out — a net gain of 13 holders — while 89 added to existing stakes and 70 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $18.5M. The largest seller was William Blair Investment Management, cutting an estimated $30.6M.
- 224 institutional investors held Insmed (INSM) as of Q1 2022, up from 214 in Q4 2021.
- Funds reported $2.89B of Insmed stock for Q1 2022, down 13% quarter-over-quarter.
- 32 funds opened new Insmed positions in Q1 2022 and 19 closed out, a net change of +13 holders.
- The largest Insmed buyer in Q1 2022 was Assenagon Asset Management, an estimated $18.5M added.
- The largest Insmed seller in Q1 2022 was William Blair Investment Management, an estimated $30.6M sold.
Based on aggregated 13F filings for Q1 2022.