Insmed
INSM
123 hedge funds and large institutions have $1.64B invested in Insmed in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 22 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.35% less ownership
Funds ownership: 107.61% → 105.26% (-2.3%)
3% less funds holding
Funds holding: 127 → 123 (-4)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
16% less capital invested
Capital invested by funds: $1.95B → $1.64B (-$311M)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
64% less call options, than puts
Call options by funds: $14.3M | Put options by funds: $40.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$41.8M |
| 2 |
BBA
Baker Bros. Advisors
New York
|
+$26M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$14.4M |
| 5 |
JP Morgan Chase
New York
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
-$48.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$45.1M |
| 3 |
O
OrbiMed
New York
|
-$24.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.7M |
| 5 |
BlackRock
New York
|
-$13.1M |
INSM Hedge Fund Activity: Q3 2018 in Review
123 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2018, worth a combined $1.64B — down 16% from $1.95B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of INSM and 18 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 36 added.
The largest buyer was Janus Henderson Group, adding an estimated $41.8M. The largest seller was Redmile Group, exiting entirely with an estimated $48.1M sold.
- 123 institutional investors held Insmed (INSM) as of Q3 2018, down from 127 in Q2 2018.
- Funds reported $1.64B of Insmed stock for Q3 2018, down 16% quarter-over-quarter.
- 18 funds opened new Insmed positions in Q3 2018 and 22 closed out, a net change of -4 holders.
- The largest Insmed buyer in Q3 2018 was Janus Henderson Group, an estimated $41.8M added.
- The largest Insmed seller in Q3 2018 was Redmile Group, an estimated $48.1M sold.
Based on aggregated 13F filings for Q3 2018.