Insmed
INSM
101 hedge funds and large institutions have $722M invested in Insmed in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 22 closing their positions.
32% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $2.76M
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 114 → 101 (-13)
30% less capital invested
Capital invested by funds: $1.03B → $722M (-$310M)
59% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Visium Asset Management
New York
|
+$17.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$7.44M |
| 3 |
BBA
Baker Bros. Advisors
New York
|
+$6.57M |
| 4 |
SAM
Senzar Asset Management
New York
|
+$5.47M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
-$25.3M |
| 2 |
TCP
Tourbillon Capital Partners
New York
|
-$9.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.01M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.85M |
INSM Hedge Fund Activity: Q1 2016 in Review
101 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2016, worth a combined $722M — down 30% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of INSM and 9 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 39 added.
The largest buyer was Visium Asset Management, adding an estimated $17.6M. The largest seller was Redmile Group, exiting entirely with an estimated $25.3M sold.
- 101 institutional investors held Insmed (INSM) as of Q1 2016, down from 114 in Q4 2015.
- Funds reported $722M of Insmed stock for Q1 2016, down 30% quarter-over-quarter.
- 9 funds opened new Insmed positions in Q1 2016 and 22 closed out, a net change of -13 holders.
- The largest Insmed buyer in Q1 2016 was Visium Asset Management, an estimated $17.6M added.
- The largest Insmed seller in Q1 2016 was Redmile Group, an estimated $25.3M sold.
Based on aggregated 13F filings for Q1 2016.