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127 hedge funds and large institutions have $1.84B invested in Insmed in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

7.68% more ownership

Funds ownership: 99.11%106.79% (+7.7%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 129127 (-2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less capital invested

Capital invested by funds: $2.37B → $1.84B (-$524M)

66% less call options, than puts

Call options by funds: $8.16M | Put options by funds: $24.1M

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
21
Increased
55
Reduced
33
Closed
21
Calls
$8.16M
Puts
$24.1M
Net Calls
-$15.9M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$283M -$11.8M -448,341 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$259M +$106K +4,040 +0%
BlackRock
3
BlackRock
New York
$174M -$2.76M -104,744 -1%
PAI
4
Palo Alto Investors
California
$161M +$19.9M +755,004 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$145M +$3.23M +122,794 +2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$141M +$7.45M +283,136 +5%
State Street
7
State Street
Massachusetts
$77.9M +$14.4M +548,861 +19%
O
8
OrbiMed
New York
$65.9M +$37.7M +1,431,100 +96%
RG
9
Redmile Group
California
$48.8M -$2.18M -82,900 -4%
FCMI
10
Foresite Capital Management IV
California
$40.5M +$24.2M +919,315 +104%
FCMI
11
Foresite Capital Management II
California
$21.8M +$11.8M +448,991 +87%
Northern Trust
12
Northern Trust
Illinois
$21.6M +$83.7K +3,180 +0.3%
NC
13
Nexthera Capital
New York
$20.7M +$11M +419,602 +84%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$20M +$4.47M +169,966 +24%
RSCM
15
Rock Springs Capital Management
Maryland
$18.6M +$5.57M +211,500 +34%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$18M +$2.61M +99,162 +14%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$18M +$3.04M +115,476 +17%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$16.5M +$1.03M +39,247 +6%
Norges Bank
19
Norges Bank
Norway
$16.4M
EA
20
Emerald Advisers
Pennsylvania
$16.4M -$3.48M -132,065 -15%
BBA
21
Baker Bros. Advisors
New York
$15.8M
Morgan Stanley
22
Morgan Stanley
New York
$15.1M +$8.38M +318,503 +91%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.2M -$1.8M -68,553 -10%
Victory Capital Management
24
Victory Capital Management
Texas
$13.3M -$231K -8,790 -1%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$9.55M +$2.91M +110,480 +35%

INSM Hedge Fund Activity: Q1 2018 in Review

127 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2018, worth a combined $1.84B — down 22% from $2.37B a quarter earlier.

Fund positioning in INSM was balanced in Q1 2018: 21 funds opened new positions, 21 closed out, 55 added to existing stakes and 33 trimmed.

The largest buyer was OrbiMed, adding an estimated $37.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.8M.

  • 127 institutional investors held Insmed (INSM) as of Q1 2018, down from 129 in Q4 2017.
  • Funds reported $1.84B of Insmed stock for Q1 2018, down 22% quarter-over-quarter.
  • 21 funds opened new Insmed positions in Q1 2018 and 21 closed out, a net change of 0 holders.
  • The largest Insmed buyer in Q1 2018 was OrbiMed, an estimated $37.7M added.
  • The largest Insmed seller in Q1 2018 was T. Rowe Price Associates, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2018.