Insmed
INSM
252 hedge funds and large institutions have $3.72B invested in Insmed in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 19 closing their positions.
163% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 19
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
21% more capital invested
Capital invested by funds: $3.09B → $3.72B (+$634M)
13% more funds holding
Funds holding: 223 → 252 (+29)
12% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 76
4.83% less ownership
Funds ownership: 107.32% → 102.49% (-4.8%)
78% less call options, than puts
Call options by funds: $9.28M | Put options by funds: $42.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$47.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.4M |
| 3 |
OCA
Octagon Capital Advisors
New York
|
+$21M |
| 4 |
RI
RTW Investments
New York
|
+$19.8M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$34.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$22.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.9M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$19.5M |
| 5 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$19M |
INSM Hedge Fund Activity: Q3 2023 in Review
252 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q3 2023, worth a combined $3.72B — up 21% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new INSM positions and 19 closed out — a net gain of 31 holders — while 85 added to existing stakes and 76 trimmed.
The largest buyer was Millennium Management, adding an estimated $47.7M. The largest seller was Assenagon Asset Management, cutting an estimated $34.8M.
- 252 institutional investors held Insmed (INSM) as of Q3 2023, up from 223 in Q2 2023.
- Funds reported $3.72B of Insmed stock for Q3 2023, up 21% quarter-over-quarter.
- 50 funds opened new Insmed positions in Q3 2023 and 19 closed out, a net change of +31 holders.
- The largest Insmed buyer in Q3 2023 was Millennium Management, an estimated $47.7M added.
- The largest Insmed seller in Q3 2023 was Assenagon Asset Management, an estimated $34.8M sold.
Based on aggregated 13F filings for Q3 2023.