Insmed
INSM
225 hedge funds and large institutions have $2.86B invested in Insmed in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 61 reducing their positions, and 45 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 61
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more capital invested
Capital invested by funds: $2.78B → $2.86B (+$81M)
2% less call options, than puts
Call options by funds: $3.22M | Put options by funds: $3.29M
2.97% less ownership
Funds ownership: 108.86% → 105.88% (-3%)
5% less funds holding
Funds holding: 238 → 225 (-13)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
+$82.4M |
| 2 |
BlackRock
New York
|
+$35.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$27.7M |
| 5 |
SCM
Suvretta Capital Management
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$74.3M |
| 2 |
FFM
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
-$28.8M |
| 3 |
Millennium Management
New York
|
-$19.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$10.2M |
INSM Hedge Fund Activity: Q4 2022 in Review
225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q4 2022, worth a combined $2.86B — up 2.9% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of INSM and 35 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 101 added.
The largest buyer was Deep Track Capital, opening a new position worth an estimated $82.4M. The largest seller was Janus Henderson Group, cutting an estimated $74.3M.
- 225 institutional investors held Insmed (INSM) as of Q4 2022, down from 238 in Q3 2022.
- Funds reported $2.86B of Insmed stock for Q4 2022, up 2.9% quarter-over-quarter.
- 35 funds opened new Insmed positions in Q4 2022 and 45 closed out, a net change of -10 holders.
- The largest Insmed buyer in Q4 2022 was Deep Track Capital, an estimated $82.4M added.
- The largest Insmed seller in Q4 2022 was Janus Henderson Group, an estimated $74.3M sold.
Based on aggregated 13F filings for Q4 2022.