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Insmed
INSM

102 hedge funds and large institutions have $538M invested in Insmed in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $4.84M | Put options by funds: $1.96M

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

1% less funds holding

Funds holding: 103 → 102 (-1)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

13% less capital invested

Capital invested by funds: $619M → $538M (-$81.2M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
102
Holders Change
-1
Holders Change %
-0.97%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
21
Increased
40
Reduced
28
Closed
22
Calls
$4.84M
Puts
$1.96M
Net Calls
+$2.88M
Net Calls Change
-$3.4M

Top Buyers

1
PAI
Palo Alto Investors
California
+$44.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$28.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.1M
4
JHIU
Janus Henderson Investors US
Colorado
+$18.1M
5
RG
Redmile Group
California
+$16.4M

Top Sellers

1
PA
Perceptive Advisors
New York
-$18.1M
2
Franklin Resources
Franklin Resources
California
-$17.3M
3
O
OrbiMed
New York
-$10.8M
4
Millennium Management
Millennium Management
New York
-$7.61M
5
OAM
Oxford Asset Management
United Kingdom
-$7.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
101
Sabby Management
Florida
$131 +$151K +10,000 New
Franklin Resources
102
Franklin Resources
California
– -$17.3M -864,610 Closed
O
103
OrbiMed
New York
– -$10.8M -538,500 Closed
OAM
104
Oxford Asset Management
United Kingdom
– -$7.53M -377,173 Closed
Lord, Abbett & Co
105
Lord, Abbett & Co
New Jersey
– -$5.44M -272,075 Closed
GTC
106
Ghost Tree Capital
New York
– -$4M -200,000 Closed
WC
107
Wexford Capital
Florida
– -$2.06M -103,365 Closed
SFM
108
Sphera Funds Management
Israel
– -$1.59M -79,400 Closed
SGAM
109
Smith Group Asset Management
Texas
– -$1.09M -54,580 Closed
EAM
110
EverPoint Asset Management
Connecticut
– -$999K -50,000 Closed
Renaissance Technologies
111
Renaissance Technologies
New York
– -$971K -48,587 Closed
NCCM
112
Nine Chapters Capital Management
New Jersey
– -$521K -26,100 Closed
American Century Companies
113
American Century Companies
Missouri
– -$473K -23,658 Closed
TC
114
TFS Capital
Pennsylvania
– -$403K -20,193 Closed
PCM
115
Piermont Capital Management
Missouri
– -$224K -11,220 Closed
MTIP
116
Magee Thomson Investment Partners
California
– -$198K -9,884 Closed
JGC
117
J. Goldman & Co
New York
– -$175K -8,750 Closed
Parallax Volatility Advisers
118
Parallax Volatility Advisers
California
– -$34K -1,708 Closed
BJ
119
BlackRock Japan
Japan
– -$23K -1,131 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$18K -880 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -749 Closed
LTFS
122
Ladenburg Thalmann Financial Services
Florida
– -$8K -400 Closed
MFS
123
MSI Financial Services
Massachusetts
– -$8K -400 Closed
1 2 3 4
5

INSM Hedge Fund Activity: Q3 2014 in Review

102 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2014, worth a combined $538M — down 13% from $619M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INSM and 21 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 40 added.

The largest buyer was Palo Alto Investors, adding an estimated $44.2M. The largest seller was Perceptive Advisors, cutting an estimated $18.1M.

  • 102 institutional investors held Insmed (INSM) as of Q3 2014, down from 103 in Q2 2014.
  • Funds reported $538M of Insmed stock for Q3 2014, down 13% quarter-over-quarter.
  • 21 funds opened new Insmed positions in Q3 2014 and 22 closed out, a net change of -1 holder.
  • The largest Insmed buyer in Q3 2014 was Palo Alto Investors, an estimated $44.2M added.
  • The largest Insmed seller in Q3 2014 was Perceptive Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2014.