INSMED Inc
INSM- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001104506
近 90 天，INSMED Inc 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 667 家機構在 13F 申報持有，市值合計 $238.5 億；Maverick 資本和杜肯家族辦公室兩位大師持有。
2023 年第 1 季 13F 持有人
INSMED Inc 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 230
- 較 2022 年第 4 季 +6 家
- 持有股數
- 1.46 億
- 較 2022 年第 4 季 +205.4 萬 (+1.4%)
- 總市值
- $24.8 億
- 較 2022 年第 4 季 −$3.86 億 (−13.5%)
- 新進機構
- 34
- 另有 88 家加碼
- 清倉機構
- 28
- 另有 72 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 INSM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 667 | $238.5 億 |
| 2026 年第 1 季 | 675 | $357.0 億 |
| 2025 年第 4 季 | 678 | $378.3 億 |
| 2025 年第 3 季 | 566 | $303.2 億 |
| 2025 年第 2 季 | 516 | $211.5 億 |
| 2025 年第 1 季 | 442 | $152.6 億 |
| 2024 年第 4 季 | 439 | $133.0 億 |
| 2024 年第 3 季 | 414 | $137.3 億 |
| 2024 年第 2 季 | 378 | $117.4 億 |
| 2024 年第 1 季 | 288 | $40.7 億 |
| 2023 年第 4 季 | 271 | $46.4 億 |
| 2023 年第 3 季 | 252 | $37.2 億 |
| 2023 年第 2 季 | 223 | $30.9 億 |
| 2023 年第 1 季 | 230 | $24.8 億 |
| 2022 年第 4 季 | 225 | $28.7 億 |
| 2022 年第 3 季 | 238 | $27.4 億 |
| 2022 年第 2 季 | 214 | $25.5 億 |
| 2022 年第 1 季 | 224 | $29.7 億 |
| 2021 年第 4 季 | 214 | $33.6 億 |
| 2021 年第 3 季 | 193 | $34.0 億 |
| 2021 年第 2 季 | 203 | $34.6 億 |
| 2021 年第 1 季 | 199 | $36.3 億 |
2023 年第 1 季持有機構
每家機構持有 INSMED Inc 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,363,311 | $2.28 億 | 0.01% | +322,480+2.5% | 加碼 |
| BlackRock Inc. | 10,087,420 | $1.72 億 | 0.01% | −1,026,367−9.2% | 減碼 |
| Price T Rowe Associates Inc | 9,982,064 | $1.70 億 | 0.03% | +4,1530.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 8,415,430 | $1.43 億 | 0.10% | +40,755+0.5% | 加碼 |
| Deep Track Capital, LP | 6,500,000 | $1.11 億 | 4.71% | +2,235,708+52.4% | 加碼 |
| State Street Corp | 6,325,205 | $1.08 億 | 0.01% | −561,482−8.2% | 減碼 |
| Palo Alto Investors LP | 5,889,491 | $1.00 億 | 8.32% | +18,200+0.3% | 加碼 |
| Macquarie Group Ltd | 4,052,364 | $6,909 萬 | 0.08% | +401,559+11.0% | 加碼 |
| Pictet Asset Management SA | 3,930,763 | $6,702 萬 | 0.08% | −55,786−1.4% | 減碼 |
| William Blair Investment Management, LLC | 3,706,678 | $6,320 萬 | 0.22% | +316,513+9.3% | 加碼 |
| FMR LLC | 3,587,000 | $6,116 萬 | 0.01% | −181,407−4.8% | 減碼 |
| Franklin Resources Inc | 3,507,176 | $5,980 萬 | 0.03% | +8040.0% | 加碼 |
| Bellevue Group AG | 3,293,102 | $5,615 萬 | 0.81% | +15,895+0.5% | 加碼 |
| Suvretta Capital Management, LLC | 2,932,138 | $4,999 萬 | 2.41% | +411,237+16.3% | 加碼 |
| Geode Capital Management, LLC | 2,625,675 | $4,477 萬 | 0.01% | +129,286+5.2% | 加碼 |
| Janus Henderson Group PLC | 2,561,169 | $4,367 萬 | 0.03% | −435,083−14.5% | 減碼 |
| Bank of New York Mellon Corp | 2,493,724 | $4,252 萬 | 0.01% | +1,138,343+84.0% | 加碼 |
| Alliancebernstein L.P. | 2,474,388 | $4,219 萬 | 0.02% | −129,796−5.0% | 減碼 |
| Holocene Advisors, LP | 2,215,147 | $3,777 萬 | 0.19% | +76,280+3.6% | 加碼 |
| Ameriprise Financial Inc | 2,004,917 | $3,418 萬 | 0.01% | −995,384−33.2% | 減碼 |
| Samlyn Capital, LLC | 1,977,556 | $3,372 萬 | 0.62% | +39,261+2.0% | 加碼 |
| Hudson Bay Capital Management LP | 1,737,500 | $2,962 萬 | 0.32% | +340,000+24.3% | 加碼 |
| Polar Capital Holdings Plc | 1,691,349 | $2,884 萬 | 0.21% | +150,000+9.7% | 加碼 |
| Loomis Sayles & Co L P | 1,628,518 | $2,777 萬 | 0.05% | +401,418+32.7% | 加碼 |
| Assenagon Asset Management S.A. | 1,407,339 | $2,400 萬 | 0.09% | +359,175+34.3% | 加碼 |
| Novo Holdings A/S | 1,339,304 | $2,284 萬 | 1.63% | +499,304+59.4% | 加碼 |
| GW&K Investment Management, LLC | 1,305,014 | $2,225 萬 | 0.22% | +309,237+31.1% | 加碼 |
| Northern Trust Corp | 1,303,482 | $2,222 萬 | 0.00% | +2,637+0.2% | 加碼 |
| Principal Financial Group Inc | 1,253,032 | $2,136 萬 | 0.02% | −47,497−3.7% | 減碼 |
| Norges Bank | 1,192,449 | $2,033 萬 | 0.00% | −151,384−11.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,013,546 | $1,728 萬 | 0.06% | +107,372+11.8% | 加碼 |
| Citadel Advisors LLC | 1,012,202 | $1,726 萬 | 0.02% | +486,609+92.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,006,066 | $1,715 萬 | 0.01% | −3910.0% | 減碼 |
| Emerald Advisers, LLC | 990,782 | $1,689 萬 | 0.81% | −4,131−0.4% | 減碼 |
| Bank of America Corp | 984,420 | $1,678 萬 | 0.00% | +297,959+43.4% | 加碼 |
| Barclays PLC | 936,940 | $1,597 萬 | 0.02% | −8,457−0.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 997,092 | $1,565 萬 | 0.11% | −55,108−5.2% | 減碼 |
| Eventide Asset Management, LLC | 912,103 | $1,555 萬 | 0.29% | +213,690+30.6% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 835,624 | $1,425 萬 | 0.84% | +88,478+11.8% | 加碼 |
| Morgan Stanley | 787,481 | $1,343 萬 | 0.00% | −189,459−19.4% | 減碼 |
| AXA S.A. | 764,786 | $1,304 萬 | 0.04% | −3,412−0.4% | 減碼 |
| First Light Asset Management, LLC | 750,883 | $1,280 萬 | 1.15% | +1,913+0.3% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 658,546 | $1,123 萬 | 0.25% | −5,600−0.8% | 減碼 |
| American Century Companies Inc | 583,964 | $993.5 萬 | 0.01% | −73,609−11.2% | 減碼 |
| Goldman Sachs Group Inc | 561,796 | $957.9 萬 | 0.00% | −469,100−45.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 516,374 | $880.4 萬 | 0.05% | −9,905−1.9% | 減碼 |
| Sectoral Asset Management Inc | 516,092 | $879.9 萬 | 1.69% | 00.0% | 不變 |
| Ikarian Capital, LLC | 485,000 | $826.9 萬 | 3.43% | +485,000 | 新進 |
| Two Sigma Investments, LP | 456,720 | $778.7 萬 | 0.02% | +1,684+0.4% | 加碼 |
| Two Sigma Advisers, LP | 449,000 | $765.5 萬 | 0.02% | +140,000+45.3% | 加碼 |
| Panagora Asset Management Inc | 448,581 | $764.8 萬 | 0.05% | +34,862+8.4% | 加碼 |
| FIL Ltd | 439,523 | $749.4 萬 | 0.01% | +143,313+48.4% | 加碼 |
| Voya Investment Management LLC | 431,372 | $735.5 萬 | 0.01% | +136,359+46.2% | 加碼 |
| MPM Oncology Impact Management LP | 399,192 | $680.6 萬 | 1.77% | −11,271−2.7% | 減碼 |
| Eagle Asset Management Inc | 396,368 | $675.8 萬 | 0.04% | −314,897−44.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 379,595 | $647.2 萬 | 0.01% | −150,626−28.4% | 減碼 |
| Rafferty Asset Management, LLC | 378,248 | $644.9 萬 | 0.04% | −58,554−13.4% | 減碼 |
| Long Focus Capital Management, LLC | 361,649 | $616.6 萬 | 0.99% | +36,649+11.3% | 加碼 |
| Peregrine Capital Management LLC | 361,647 | $616.6 萬 | 0.18% | +10,678+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 353,911 | $603.5 萬 | 0.00% | −702,679−66.5% | 減碼 |
| UBS Asset Management Americas Inc | 352,758 | $601.5 萬 | 0.00% | −2,615−0.7% | 減碼 |
| TD Asset Management Inc | 344,917 | $588.1 萬 | 0.01% | −3,263−0.9% | 減碼 |
| C WorldWide Group Holding A/S | 343,110 | $585.0 萬 | 0.08% | 00.0% | 不變 |
| Baker Bros. Advisors LP | 343,000 | $584.8 萬 | 0.03% | +323,050+1,619.3% | 加碼 |
| Citigroup Inc | 322,542 | $549.9 萬 | 0.01% | +110,055+51.8% | 加碼 |
| Scout Investments, Inc. | 315,545 | $538.0 萬 | 0.11% | −3,591−1.1% | 減碼 |
| Susquehanna International Group, LLP | 315,406 | $537.8 萬 | 0.01% | +278,240+748.6% | 加碼 |
| JPMorgan Chase & Co | 292,889 | $499.5 萬 | 0.00% | −97,110−24.9% | 減碼 |
| Swiss National Bank | 292,400 | $498.5 萬 | 0.00% | −30,500−9.4% | 減碼 |
| Granahan Investment Management Inc | 264,190 | $450.4 萬 | 0.14% | +54,233+25.8% | 加碼 |
| WCM Investment Management, LLC | 259,524 | $442.5 萬 | 0.01% | −187−0.1% | 減碼 |
| Twinbeech Capital LP | 248,667 | $424.0 萬 | 0.09% | +248,667 | 新進 |
| Millennium Management LLC | 247,991 | $422.8 萬 | 0.00% | +247,991 | 新進 |
| D. E. Shaw & Co., Inc. | 237,367 | $404.7 萬 | 0.01% | −189,916−44.4% | 減碼 |
| Rice Hall James & Associates, LLC | 231,052 | $393.9 萬 | 0.22% | −16,537−6.7% | 減碼 |
| Deutsche Bank AG | 230,150 | $392.4 萬 | 0.00% | +58,115+33.8% | 加碼 |
| Endurant Capital Management LP | 230,006 | $392.2 萬 | 2.01% | −13,116−5.4% | 減碼 |
| California Public Employees Retirement System | 229,598 | $391.5 萬 | 0.00% | −6,805−2.9% | 減碼 |
| UBS Oconnor LLC | 211,340 | $360.3 萬 | 0.09% | +211,340 | 新進 |
| Manufacturers Life Insurance Company, The | 204,865 | $349.3 萬 | 0.00% | +206+0.1% | 加碼 |
| Alyeska Investment Group, L.P. | 200,000 | $341.0 萬 | 0.03% | +50,000+33.3% | 加碼 |
| Rhumbline Advisers | 187,672 | $320.0 萬 | 0.00% | +5,307+2.9% | 加碼 |
| Putnam Investments LLC | 173,251 | $295.4 萬 | 0.00% | −81,213−31.9% | 減碼 |
| UBS Group AG | 172,705 | $294.5 萬 | 0.00% | −134,193−43.7% | 減碼 |
| California State Teachers Retirement System | 169,310 | $288.7 萬 | 0.00% | −1,010−0.6% | 減碼 |
| Tang Capital Management LLC | 166,203 | $283.4 萬 | 0.42% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 163,160 | $278.2 萬 | 0.01% | +163,160 | 新進 |
| Neuberger Berman Group LLC | 148,808 | $253.7 萬 | 0.00% | +11,245+8.2% | 加碼 |
| Silverarc Capital Management, LLC | 143,794 | $245.2 萬 | 1.10% | +19,329+15.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 136,887 | $233.4 萬 | 0.14% | +7,406+5.7% | 加碼 |
| Legal & General Group Plc | 131,899 | $224.9 萬 | 0.00% | +7,965+6.4% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 127,765 | $217.8 萬 | 0.05% | −14,667−10.3% | 減碼 |
| State of Wisconsin Investment Board | 124,946 | $213.0 萬 | 0.01% | −9,228−6.9% | 減碼 |
| Swedbank AB | 121,257 | $206.7 萬 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 117,931 | $201.1 萬 | 0.00% | +2,330+2.0% | 加碼 |
| Wells Fargo & Company | 116,656 | $198.9 萬 | 0.00% | +95,574+453.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 111,130 | $189.5 萬 | 0.01% | −15,670−12.4% | 減碼 |
| Mutual of America Capital Management LLC | 109,857 | $187.3 萬 | 0.02% | −5,065−4.4% | 減碼 |
| Invesco Ltd. | 103,936 | $177.2 萬 | 0.00% | +10,015+10.7% | 加碼 |
| Boothbay Fund Management, LLC | 97,339 | $166.0 萬 | 0.05% | +97,339 | 新進 |