Insmed
INSM
214 hedge funds and large institutions have $2.54B invested in Insmed in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 28 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more call options, than puts
Call options by funds: $2.54M | Put options by funds: $2.2M
1.69% more ownership
Funds ownership: 106.41% → 108.1% (+1.7%)
5% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 79
4% less funds holding
Funds holding: 224 → 214 (-10)
12% less capital invested
Capital invested by funds: $2.89B → $2.54B (-$355M)
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Suvretta Capital Management
New York
|
+$15.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$14.6M |
| 3 |
DM
Deerfield Management
New York
|
+$13.7M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$13.5M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$31.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$14.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$14.2M |
| 5 |
FFM
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
US Bancorp
Minneapolis,
Minnesota
| – | -$15K | -646 | Closed |
|
227
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -248 | Closed |
|
|
PFS
228
Prospera Financial Services
Dallas,
Texas
| – | -$6K | -245 | Closed |
|
|
EWA
229
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4K | -181 | Closed |
|
|
TWC
230
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$4.6K | -150 | Closed |
|
231
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$3K | -115 | Closed |
|
|
T
232
TCWP
Beachwood,
Ohio
| – | -$2K | -106 | Closed |
|
|
S
233
SignatureFD
Atlanta,
Georgia
| – | -$775 | -37 | -84% |
|
|
C
234
Covestor
London,
United Kingdom
| – | -$84 | -4 | -21% |
|
|
HGWM
235
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$84 | +4 | +24% |
|
|
PA
236
Parallel Advisors
San Francisco,
California
| – | +$105 | +5 | New |
|
|
BIA
237
Bell Investment Advisors
Oakland,
California
| – | +$377 | +18 | New |
|
INSM Hedge Fund Activity: Q2 2022 in Review
214 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q2 2022, worth a combined $2.54B — down 12% from $2.89B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of INSM and 22 opened new positions — a net loss of 6 holders — while 79 trimmed existing stakes and 75 added.
The largest buyer was Suvretta Capital Management, adding an estimated $15.9M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $31.8M sold.
- 214 institutional investors held Insmed (INSM) as of Q2 2022, down from 224 in Q1 2022.
- Funds reported $2.54B of Insmed stock for Q2 2022, down 12% quarter-over-quarter.
- 22 funds opened new Insmed positions in Q2 2022 and 28 closed out, a net change of -6 holders.
- The largest Insmed buyer in Q2 2022 was Suvretta Capital Management, an estimated $15.9M added.
- The largest Insmed seller in Q2 2022 was Avidity Partners Management, an estimated $31.8M sold.
Based on aggregated 13F filings for Q2 2022.