Insmed
INSM
191 hedge funds and large institutions have $3.05B invested in Insmed in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 37 reducing their positions, and 16 closing their positions.
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
138% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 37
95% more capital invested
Capital invested by funds: $1.56B → $3.05B (+$1.48B)
82% more call options, than puts
Call options by funds: $8.24M | Put options by funds: $4.53M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more funds holding
Funds holding: 165 → 191 (+26)
0.83% more ownership
Funds ownership: 108.78% → 109.61% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$61.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$37.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.8M |
| 4 |
BlackRock
New York
|
+$30.8M |
| 5 |
DFO
Duquesne Family Office
New York
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$77.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21M |
| 3 |
D.E. Shaw & Co
New York
|
-$11.6M |
| 4 |
FCMI
Foresite Capital Management IV
Larkspur,
California
|
-$10.9M |
| 5 |
IC
Ikarian Capital
Dallas,
Texas
|
-$4.03M |
INSM Hedge Fund Activity: Q2 2020 in Review
191 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q2 2020, worth a combined $3.05B — up 95% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new INSM positions and 16 closed out — a net gain of 27 holders — while 88 added to existing stakes and 37 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $61.4M. The largest seller was Point72 Asset Management, cutting an estimated $77.9M.
- 191 institutional investors held Insmed (INSM) as of Q2 2020, up from 165 in Q1 2020.
- Funds reported $3.05B of Insmed stock for Q2 2020, up 95% quarter-over-quarter.
- 43 funds opened new Insmed positions in Q2 2020 and 16 closed out, a net change of +27 holders.
- The largest Insmed buyer in Q2 2020 was T. Rowe Price Associates, an estimated $61.4M added.
- The largest Insmed seller in Q2 2020 was Point72 Asset Management, an estimated $77.9M sold.
Based on aggregated 13F filings for Q2 2020.