Insmed
INSM
223 hedge funds and large institutions have $3.09B invested in Insmed in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 32 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $2.48B → $3.09B (+$608M)
4% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 77
0.66% more ownership
Funds ownership: 106.66% → 107.32% (+0.66%)
3% less funds holding
Funds holding: 230 → 223 (-7)
22% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 32
48% less call options, than puts
Call options by funds: $9.69M | Put options by funds: $18.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
+$19M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$11M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.42M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$8.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$13.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$12M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$6.94M |
| 4 |
Morgan Stanley
New York
|
-$6.87M |
| 5 |
State Street
Boston,
Massachusetts
|
-$5.78M |
INSM Hedge Fund Activity: Q2 2023 in Review
223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q2 2023, worth a combined $3.09B — up 25% from $2.48B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of INSM and 25 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 80 added.
The largest buyer was RTW Investments, opening a new position worth an estimated $19M. The largest seller was Barclays, cutting an estimated $13.8M.
- 223 institutional investors held Insmed (INSM) as of Q2 2023, down from 230 in Q1 2023.
- Funds reported $3.09B of Insmed stock for Q2 2023, up 25% quarter-over-quarter.
- 25 funds opened new Insmed positions in Q2 2023 and 32 closed out, a net change of -7 holders.
- The largest Insmed buyer in Q2 2023 was RTW Investments, an estimated $19M added.
- The largest Insmed seller in Q2 2023 was Barclays, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2023.