Insmed
INSM
90 hedge funds and large institutions have $424M invested in Insmed in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
118% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 17
117% more capital invested
Capital invested by funds: $196M → $424M (+$228M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more funds holding
Funds holding: 75 → 90 (+15)
42% less call options, than puts
Call options by funds: $2.21M | Put options by funds: $3.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
+$18.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.7M |
| 3 |
Millennium Management
New York
|
+$16.2M |
| 4 |
JP Morgan Chase
New York
|
+$15.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DVC
Deer VII & Co
Larchmont,
New York
|
-$7.64M |
| 2 |
PC
PointState Capital
New York
|
-$2.99M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$2.85M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.17M |
| 5 |
BC
Broadfin Capital
New York
|
-$1.61M |
INSM Hedge Fund Activity: Q3 2013 in Review
90 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2013, worth a combined $424M — up 117% from $196M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new INSM positions and 12 closed out — a net gain of 15 holders — while 37 added to existing stakes and 17 trimmed.
The largest buyer was Sectoral Asset Management, opening a new position worth an estimated $18.4M. The largest seller was Deer VII & Co, cutting an estimated $7.64M.
- 90 institutional investors held Insmed (INSM) as of Q3 2013, up from 75 in Q2 2013.
- Funds reported $424M of Insmed stock for Q3 2013, up 117% quarter-over-quarter.
- 27 funds opened new Insmed positions in Q3 2013 and 12 closed out, a net change of +15 holders.
- The largest Insmed buyer in Q3 2013 was Sectoral Asset Management, an estimated $18.4M added.
- The largest Insmed seller in Q3 2013 was Deer VII & Co, an estimated $7.64M sold.
Based on aggregated 13F filings for Q3 2013.