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146 hedge funds and large institutions have $2.3B invested in Insmed in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

330% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 10

187% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 23

137% more capital invested

Capital invested by funds: $970M → $2.3B (+$1.33B)

28% more funds holding

Funds holding: 114146 (+32)

5.04% more ownership

Funds ownership: 91.04%96.08% (+5%)

9% more call options, than puts

Call options by funds: $65.6M | Put options by funds: $60.4M

Holders
146
Holders Change
+32
Holders Change %
+28.07%
% of All Funds
3.64%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.12%
New
43
Increased
66
Reduced
23
Closed
10
Calls
$65.6M
Puts
$60.4M
Net Calls
+$5.26M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$401M +$48.9M +2,565,133 +25%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$358M +$41.4M +2,171,118 +23%
BlackRock
3
BlackRock
New York
$219M +$44.1M +2,313,492 +49%
PAI
4
Palo Alto Investors
California
$193M +$10.5M +550,000 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$146M +$16M +838,781 +22%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$124M +$44M +2,312,045 +140%
RG
7
Redmile Group
California
$62.2M +$37.7M +1,979,266 +15,988%
O
8
OrbiMed
New York
$58.5M -$48M -2,518,493 -57%
State Street
9
State Street
Massachusetts
$55.4M +$881K +46,264 +3%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$47.1M +$28.7M +1,507,710 New
Jennison Associates
11
Jennison Associates
New York
$47M +$6.45M +338,877 +29%
Northern Trust
12
Northern Trust
Illinois
$29.6M +$2.33M +122,498 +15%
EA
13
Emerald Advisers
Pennsylvania
$26.9M -$8.04M -422,292 -33%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$25.4M +$12.6M +662,332 +438%
RCM
15
RA Capital Management
Massachusetts
$22.6M +$13.8M +722,714 New
BBA
16
Baker Bros. Advisors
New York
$21.8M +$5.71M +300,000 +75%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.6M -$6.53M -342,921 -33%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$21M +$2.69M +141,121 +27%
RSCM
19
Rock Springs Capital Management
Maryland
$20.3M +$3.47M +182,000 +39%
Victory Capital Management
20
Victory Capital Management
Texas
$18M +$10.3M +541,270 +1,577%
Norges Bank
21
Norges Bank
Norway
$16.5M -$1.65M -86,638 -14%
Deutsche Bank
22
Deutsche Bank
Germany
$14.7M +$4.47M +234,435 +99%
CWG
23
C WorldWide Group
Denmark
$14M +$5.83M +305,958 +216%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.8M -$10.4M -547,777 -55%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.1M +$1.68M +88,076 +27%

INSM Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2017, worth a combined $2.3B — up 137% from $970M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new INSM positions and 10 closed out — a net gain of 33 holders — while 66 added to existing stakes and 23 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.9M. The largest seller was OrbiMed, cutting an estimated $48M.

  • 146 institutional investors held Insmed (INSM) as of Q3 2017, up from 114 in Q2 2017.
  • Funds reported $2.3B of Insmed stock for Q3 2017, up 137% quarter-over-quarter.
  • 43 funds opened new Insmed positions in Q3 2017 and 10 closed out, a net change of +33 holders.
  • The largest Insmed buyer in Q3 2017 was T. Rowe Price Associates, an estimated $48.9M added.
  • The largest Insmed seller in Q3 2017 was OrbiMed, an estimated $48M sold.

Based on aggregated 13F filings for Q3 2017.