Insmed
INSM
111 hedge funds and large institutions have $573M invested in Insmed in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
91% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 22
72% more call options, than puts
Call options by funds: $64.5M | Put options by funds: $37.4M
25% more funds holding
Funds holding: 89 → 111 (+22)
22% more capital invested
Capital invested by funds: $470M → $573M (+$103M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$18.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$8.69M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$6.48M |
| 4 |
PA
Perceptive Advisors
New York
|
+$6.46M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.2M |
| 2 |
VAM
Visium Asset Management
New York
|
-$6.83M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$6.14M |
| 4 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$6.08M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$5.51M |
INSM Hedge Fund Activity: Q1 2014 in Review
111 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2014, worth a combined $573M — up 22% from $470M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new INSM positions and 13 closed out — a net gain of 22 holders — while 42 added to existing stakes and 22 trimmed.
The largest buyer was Deerfield Management, adding an estimated $18.3M. The largest seller was JP Morgan Chase, cutting an estimated $7.2M.
- 111 institutional investors held Insmed (INSM) as of Q1 2014, up from 89 in Q4 2013.
- Funds reported $573M of Insmed stock for Q1 2014, up 22% quarter-over-quarter.
- 35 funds opened new Insmed positions in Q1 2014 and 13 closed out, a net change of +22 holders.
- The largest Insmed buyer in Q1 2014 was Deerfield Management, an estimated $18.3M added.
- The largest Insmed seller in Q1 2014 was JP Morgan Chase, an estimated $7.2M sold.
Based on aggregated 13F filings for Q1 2014.