Insmed
INSM
89 hedge funds and large institutions have $470M invested in Insmed in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 20 closing their positions.
7% more capital inflows, than outflows
Capital inflows: $90.8M | Capital outflows: $84.9M
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0.93% more ownership
Funds ownership: 69.49% → 70.42% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
1% less funds holding
Funds holding: 90 → 89 (-1)
15% less call options, than puts
Call options by funds: $6.55M | Put options by funds: $7.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$11M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$6.89M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$5.53M |
| 5 |
Millennium Management
New York
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA Capital Management
Boston,
Massachusetts
|
-$46.6M |
| 2 |
SCM
Sigma Capital Management
Stamford,
Connecticut
|
-$5.46M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$4.24M |
| 4 |
JP Morgan Chase
New York
|
-$3.88M |
| 5 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$3.75M |
INSM Hedge Fund Activity: Q4 2013 in Review
89 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q4 2013, worth a combined $470M — up 11% from $424M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of INSM and 19 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.
The largest buyer was Wells Fargo, opening a new position worth an estimated $29.2M. The largest seller was RA Capital Management, exiting entirely with an estimated $46.6M sold.
- 89 institutional investors held Insmed (INSM) as of Q4 2013, down from 90 in Q3 2013.
- Funds reported $470M of Insmed stock for Q4 2013, up 11% quarter-over-quarter.
- 19 funds opened new Insmed positions in Q4 2013 and 20 closed out, a net change of -1 holder.
- The largest Insmed buyer in Q4 2013 was Wells Fargo, an estimated $29.2M added.
- The largest Insmed seller in Q4 2013 was RA Capital Management, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2013.