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165 hedge funds and large institutions have $1.56B invested in Insmed in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $3.08M

1.27% less ownership

Funds ownership: 110.06%108.79% (-1.3%)

6% less funds holding

Funds holding: 176165 (-11)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

33% less capital invested

Capital invested by funds: $2.35B → $1.56B (-$784M)

Holders
165
Holders Change
-11
Holders Change %
-6.25%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
34
Increased
49
Reduced
59
Closed
41
Calls
$10.8M
Puts
$3.08M
Net Calls
+$7.7M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$216M +$1.53M +64,606 +0.5%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$142M -$67.2M -2,835,922 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$135M +$6.19M +261,085 +3%
BlackRock
4
BlackRock
New York
$119M -$460K -19,412 -0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$112M +$10.6M +445,634 +7%
PAI
6
Palo Alto Investors
California
$97.1M -$18.8M -793,137 -12%
State Street
7
State Street
Massachusetts
$55.4M +$305K +12,855 +0.4%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$53.4M +$73.2M +3,087,841 +1,282%
Citadel Advisors
9
Citadel Advisors
Florida
$50.9M +$13.1M +552,566 +21%
BBA
10
Baker Bros. Advisors
New York
$48.5M +$13.8M +580,119 +24%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$35.9M -$17.9M -754,627 -25%
Ameriprise
12
Ameriprise
Minnesota
$32.7M -$5.82M -245,387 -11%
Franklin Resources
13
Franklin Resources
California
$31.9M +$30.5M +1,287,785 +183%
BG
14
Bellevue Group
Switzerland
$25.9M +$709K +29,910 +2%
EAM
15
Eagle Asset Management
Florida
$24.1M -$250K -10,566 -0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.3M +$2.73M +114,973 +9%
Norges Bank
17
Norges Bank
Norway
$18.4M +$1.67M +70,247 +7%
Northern Trust
18
Northern Trust
Illinois
$17.3M +$378K +15,944 +1%
FFM
19
Fairmount Funds Management
Pennsylvania
$16.4M +$754K +31,798 +3%
FLAM
20
First Light Asset Management
Minnesota
$16.3M -$6.49M -273,811 -21%
CTA
21
Carillon Tower Advisers
Florida
$16.1M +$1.91M +80,400 +8%
Holocene Advisors
22
Holocene Advisors
New York
$13.8M +$20.4M +860,913 New
Goldman Sachs
23
Goldman Sachs
New York
$12.3M -$3.87M -163,441 -18%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$11.5M +$17M +715,568 New
RCMNY
25
Rubric Capital Management (New York)
New York
$11M +$16.2M +684,888 New

INSM Hedge Fund Activity: Q1 2020 in Review

165 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q1 2020, worth a combined $1.56B — down 33% from $2.35B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of INSM and 34 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 49 added.

The largest buyer was Point72 Asset Management, adding an estimated $73.2M. The largest seller was Janus Henderson Group, cutting an estimated $67.2M.

  • 165 institutional investors held Insmed (INSM) as of Q1 2020, down from 176 in Q4 2019.
  • Funds reported $1.56B of Insmed stock for Q1 2020, down 33% quarter-over-quarter.
  • 34 funds opened new Insmed positions in Q1 2020 and 41 closed out, a net change of -7 holders.
  • The largest Insmed buyer in Q1 2020 was Point72 Asset Management, an estimated $73.2M added.
  • The largest Insmed seller in Q1 2020 was Janus Henderson Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2020.