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214 hedge funds and large institutions have $2.54B invested in Insmed in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $2.2M

1.69% more ownership

Funds ownership: 106.41%108.1% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

4% less funds holding

Funds holding: 224214 (-10)

12% less capital invested

Capital invested by funds: $2.89B → $2.54B (-$355M)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
75
Reduced
79
Closed
28
Calls
$2.54M
Puts
$2.2M
Net Calls
+$337K
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$320M +$7.63M +364,362 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$3.12M +148,938 +1%
BlackRock
3
BlackRock
New York
$186M +$1.74M +82,926 +0.9%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$138M -$14.2M -677,929 -9%
PAI
5
Palo Alto Investors
California
$115M -$857K -40,901 -0.7%
State Street
6
State Street
Massachusetts
$115M +$14.6M +697,428 +14%
PAMS
7
Pictet Asset Management (Switzerland)
Switzerland
$74.9M +$5.07M +242,092 +7%
BG
8
Bellevue Group
Switzerland
$71.4M +$1.46M +69,786 +2%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$69.6M -$1.44M -68,537 -2%
Franklin Resources
10
Franklin Resources
California
$69M +$3.57M +170,607 +5%
Macquarie Group
11
Macquarie Group
Australia
$69M +$2.6M +123,905 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$67.6M +$1.33M +63,548 +2%
Holocene Advisors
13
Holocene Advisors
New York
$57.1M +$3.15M +150,243 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$55.4M -$2.91M -138,825 -5%
Ameriprise
15
Ameriprise
Minnesota
$53.4M -$16.2M -775,049 -22%
BBA
16
Baker Bros. Advisors
New York
$42.5M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$41.4M -$450K -21,486 -1%
SCM
18
Suvretta Capital Management
New York
$41M +$15.9M +760,248 +58%
CS
19
Candriam SCA
Luxembourg
$37.1M +$8.88M +423,974 +29%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$32.8M -$14.7M -703,806 -30%
FFM
21
Fairmount Funds Management
Pennsylvania
$26.2M -$13M -622,416 -32%
RCMNY
22
Rubric Capital Management (New York)
New York
$25.4M +$13.5M +646,153 +101%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$25.1M -$136K -6,471 -0.5%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$24.8M +$9.54M +455,186 +57%
Northern Trust
25
Northern Trust
Illinois
$22.9M -$521K -24,845 -2%

INSM Hedge Fund Activity: Q2 2022 in Review

214 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q2 2022, worth a combined $2.54B — down 12% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of INSM and 22 opened new positions — a net loss of 6 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was Suvretta Capital Management, adding an estimated $15.9M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $31.8M sold.

  • 214 institutional investors held Insmed (INSM) as of Q2 2022, down from 224 in Q1 2022.
  • Funds reported $2.54B of Insmed stock for Q2 2022, down 12% quarter-over-quarter.
  • 22 funds opened new Insmed positions in Q2 2022 and 28 closed out, a net change of -6 holders.
  • The largest Insmed buyer in Q2 2022 was Suvretta Capital Management, an estimated $15.9M added.
  • The largest Insmed seller in Q2 2022 was Avidity Partners Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2022.