Insmed
INSM
271 hedge funds and large institutions have $4.65B invested in Insmed in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 25 closing their positions.
92% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 25
25% more capital invested
Capital invested by funds: $3.72B → $4.65B (+$925M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 252 → 271 (+19)
2.31% more ownership
Funds ownership: 102.49% → 104.8% (+2.3%)
3% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 88
81% less call options, than puts
Call options by funds: $10M | Put options by funds: $53.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$28.6M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$23.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$22.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$22.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$64.2M |
| 2 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$22.6M |
| 3 |
SCM
Suvretta Capital Management
New York
|
-$19.8M |
| 4 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
-$16.9M |
| 5 |
Millennium Management
New York
|
-$14.8M |
INSM Hedge Fund Activity: Q4 2023 in Review
271 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Insmed (INSM) for Q4 2023, worth a combined $4.65B — up 25% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new INSM positions and 25 closed out — a net gain of 23 holders — while 91 added to existing stakes and 88 trimmed.
The largest buyer was BlackRock, adding an estimated $28.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $64.2M.
- 271 institutional investors held Insmed (INSM) as of Q4 2023, up from 252 in Q3 2023.
- Funds reported $4.65B of Insmed stock for Q4 2023, up 25% quarter-over-quarter.
- 48 funds opened new Insmed positions in Q4 2023 and 25 closed out, a net change of +23 holders.
- The largest Insmed buyer in Q4 2023 was BlackRock, an estimated $28.6M added.
- The largest Insmed seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $64.2M sold.
Based on aggregated 13F filings for Q4 2023.