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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$45.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$32.3M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$15.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.7M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$88.3M |
| 2 |
DFO
Duquesne Family Office
New York
|
-$33.8M |
| 3 |
BBA
Baker Bros. Advisors
New York
|
-$21.6M |
| 4 |
BlackRock
New York
|
-$16.9M |
| 5 |
SCM
Suvretta Capital Management
New York
|
-$16.1M |
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.