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Insmed
INSM

200 hedge funds and large institutions have $3.5B invested in Insmed in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $9.17M | Put options by funds: $4M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $3.05B → $3.5B (+$450M)

5% more funds holding

Funds holding: 191 → 200 (+9)

2.37% less ownership

Funds ownership: 109.61% → 107.24% (-2.4%)

Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
28
Increased
76
Reduced
63
Closed
18
Calls
$9.17M
Puts
$4M
Net Calls
+$5.16M
Net Calls Change
+$1.45M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$45.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.3M
3
WRF
Waddell & Reed Financial
Kansas
+$15.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.7M
5
PC
Polar Capital
United Kingdom
+$8.71M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$88.3M
2
DFO
Duquesne Family Office
New York
-$33.8M
3
BBA
Baker Bros. Advisors
New York
-$21.6M
4
BlackRock
BlackRock
New York
-$16.9M
5
SCM
Suvretta Capital Management
New York
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
26
Fairmount Funds Management
Pennsylvania
$34M +$1.32M +46,000 +5%
FLAM
27
First Light Asset Management
Minnesota
$33M +$26K +903 +0.1%
Goldman Sachs
28
Goldman Sachs
New York
$32.4M +$2.18M +75,730 +8%
WRF
29
Waddell & Reed Financial
Kansas
$24.8M +$15.7M +546,040 +240%
PI
30
Putnam Investments
Massachusetts
$24.7M -$3.72M -129,405 -14%
PC
31
Polar Capital
United Kingdom
$24.5M +$8.71M +303,026 +66%
Charles Schwab
32
Charles Schwab
California
$22.5M +$775K +26,977 +4%
SI
33
Sofinnova Investments
California
$19.8M +$3.77M +131,176 +27%
N
34
Nuveen
North Carolina
$17.3M -$1.04M -36,077 -6%
Principal Financial Group
35
Principal Financial Group
Iowa
$17.3M +$212K +7,387 +1%
Axa
36
Axa
France
$16.7M -$2.95M -102,635 -16%
American Century Companies
37
American Century Companies
Missouri
$15.8M +$1.33M +46,436 +10%
RHJA
38
Rice Hall James & Associates
California
$15.5M +$1.58M +55,111 +13%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$15.1M +$54.8K +1,907 +0.4%
CWG
40
C WorldWide Group
Denmark
$14.2M – – –
Bank of New York Mellon
41
Bank of New York Mellon
New York
$14.1M -$306K -10,647 -2%
Morgan Stanley
42
Morgan Stanley
New York
$13.9M -$2.43M -84,410 -16%
NHAS
43
Novo Holdings A/S
Denmark
$13.8M – – –
GIM
44
Granahan Investment Management
Massachusetts
$13.3M -$1.69M -58,921 -12%
SA
45
Sycale Advisors
New York
$11.6M +$1.33M +46,321 +15%
CAM
46
Cormorant Asset Management
Massachusetts
$11.2M -$2.87M -100,000 -22%
SCM
47
Suvretta Capital Management
New York
$10.8M -$16.1M -558,415 -62%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$9.79M +$7.56M +262,874 +631%
Deutsche Bank
49
Deutsche Bank
Germany
$9.64M -$5.02M -174,814 -37%
CS
50
Candriam SCA
Luxembourg
$9.38M – – –
1
2
3 4 5

INSM Hedge Fund Activity: Q3 2020 in Review

200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2020, worth a combined $3.5B — up 15% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INSM positions and 18 closed out — a net gain of 10 holders — while 76 added to existing stakes and 63 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $45.1M. The largest seller was Janus Henderson Group, cutting an estimated $88.3M.

  • 200 institutional investors held Insmed (INSM) as of Q3 2020, up from 191 in Q2 2020.
  • Funds reported $3.5B of Insmed stock for Q3 2020, up 15% quarter-over-quarter.
  • 28 funds opened new Insmed positions in Q3 2020 and 18 closed out, a net change of +10 holders.
  • The largest Insmed buyer in Q3 2020 was William Blair Investment Management, an estimated $45.1M added.
  • The largest Insmed seller in Q3 2020 was Janus Henderson Group, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2020.