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 2 季 13F 持有人
INSMED Inc 在 2023/6/30 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
- 223
- 較 2023 年第 1 季 −7 家
- 持有股數
- 1.46 億
- 較 2023 年第 1 季 +91.5 萬 (+0.6%)
- 總市值
- $30.9 億
- 較 2023 年第 1 季 +$6.08 億 (+24.5%)
- 新進機構
- 25
- 另有 80 家加碼
- 清倉機構
- 32
- 另有 77 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,320,556 | $2.81 億 | 0.01% | −42,755−0.3% | 減碼 |
| BlackRock Inc. | 10,258,282 | $2.16 億 | 0.01% | +170,862+1.7% | 加碼 |
| Price T Rowe Associates Inc | 10,172,296 | $2.15 億 | 0.03% | +190,232+1.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 8,304,314 | $1.75 億 | 0.12% | −111,116−1.3% | 減碼 |
| Deep Track Capital, LP | 6,500,000 | $1.37 億 | 6.41% | 00.0% | 不變 |
| State Street Corp | 6,020,579 | $1.27 億 | 0.01% | −304,626−4.8% | 減碼 |
| Palo Alto Investors LP | 5,889,491 | $1.24 億 | 10.04% | 00.0% | 不變 |
| Macquarie Group Ltd | 4,391,080 | $9,265 萬 | 0.11% | +338,716+8.4% | 加碼 |
| William Blair Investment Management, LLC | 4,285,919 | $9,043 萬 | 0.29% | +579,241+15.6% | 加碼 |
| FMR LLC | 4,083,295 | $8,616 萬 | 0.01% | +496,295+13.8% | 加碼 |
| Pictet Asset Management SA | 3,696,315 | $7,799 萬 | 0.09% | −234,448−6.0% | 減碼 |
| Franklin Resources Inc | 3,433,640 | $7,245 萬 | 0.03% | −73,536−2.1% | 減碼 |
| Bellevue Group AG | 3,300,911 | $6,965 萬 | 0.99% | +7,809+0.2% | 加碼 |
| Suvretta Capital Management, LLC | 3,109,334 | $6,561 萬 | 3.51% | +177,196+6.0% | 加碼 |
| Geode Capital Management, LLC | 2,703,543 | $5,704 萬 | 0.01% | +77,868+3.0% | 加碼 |
| Alliancebernstein L.P. | 2,524,643 | $5,327 萬 | 0.02% | +50,255+2.0% | 加碼 |
| Bank of New York Mellon Corp | 2,448,464 | $5,166 萬 | 0.01% | −45,260−1.8% | 減碼 |
| Janus Henderson Group PLC | 2,195,188 | $4,632 萬 | 0.03% | −365,981−14.3% | 減碼 |
| Holocene Advisors, LP | 2,082,878 | $4,395 萬 | 0.19% | −132,269−6.0% | 減碼 |
| Samlyn Capital, LLC | 1,977,290 | $4,172 萬 | 0.72% | −2660.0% | 減碼 |
| Ameriprise Financial Inc | 1,859,204 | $3,923 萬 | 0.01% | −145,713−7.3% | 減碼 |
| Assenagon Asset Management S.A. | 1,782,054 | $3,760 萬 | 0.15% | +374,715+26.6% | 加碼 |
| Hudson Bay Capital Management LP | 1,700,000 | $3,587 萬 | 0.36% | −37,500−2.2% | 減碼 |
| Polar Capital Holdings Plc | 1,691,349 | $3,569 萬 | 0.24% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 1,613,596 | $3,405 萬 | 0.05% | −14,922−0.9% | 減碼 |
| GW&K Investment Management, LLC | 1,353,264 | $2,855 萬 | 0.27% | +48,250+3.7% | 加碼 |
| Novo Holdings A/S | 1,339,304 | $2,826 萬 | 2.18% | 00.0% | 不變 |
| Northern Trust Corp | 1,324,557 | $2,795 萬 | 0.01% | +21,075+1.6% | 加碼 |
| Principal Financial Group Inc | 1,261,095 | $2,661 萬 | 0.02% | +8,063+0.6% | 加碼 |
| Norges Bank | 1,192,449 | $2,516 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,011,218 | $2,134 萬 | 0.01% | +5,152+0.5% | 加碼 |
| RTW Investments, LP | 1,000,000 | $2,110 萬 | 0.40% | +1,000,000 | 新進 |
| Balyasny Asset Management LLC | 994,058 | $2,097 萬 | 0.06% | +994,058 | 新進 |
| Emerald Advisers, LLC | 989,026 | $2,087 萬 | 0.91% | −1,756−0.2% | 減碼 |
| Eventide Asset Management, LLC | 912,103 | $1,925 萬 | 0.33% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 864,635 | $1,824 萬 | 0.06% | −148,911−14.7% | 減碼 |
| AXA S.A. | 850,114 | $1,794 萬 | 0.06% | +85,328+11.2% | 加碼 |
| Bank of America Corp | 842,012 | $1,777 萬 | 0.00% | −142,408−14.5% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 835,296 | $1,762 萬 | 0.96% | −3280.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 807,200 | $1,703 萬 | 0.12% | −189,892−19.0% | 減碼 |
| Goldman Sachs Group Inc | 793,684 | $1,675 萬 | 0.00% | +231,888+41.3% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 658,546 | $1,390 萬 | 0.30% | 00.0% | 不變 |
| First Light Asset Management, LLC | 645,686 | $1,362 萬 | 1.07% | −105,197−14.0% | 減碼 |
| American Century Companies Inc | 605,087 | $1,277 萬 | 0.01% | +21,123+3.6% | 加碼 |
| Two Sigma Advisers, LP | 569,100 | $1,201 萬 | 0.03% | +120,100+26.7% | 加碼 |
| MPM Oncology Impact Management LP | 529,743 | $1,118 萬 | 2.25% | +130,551+32.7% | 加碼 |
| Eagle Asset Management Inc | 528,344 | $1,115 萬 | 0.06% | +131,976+33.3% | 加碼 |
| Voya Investment Management LLC | 520,991 | $1,099 萬 | 0.01% | +89,619+20.8% | 加碼 |
| Sectoral Asset Management Inc | 517,841 | $1,093 萬 | 1.82% | +1,749+0.3% | 加碼 |
| Two Sigma Investments, LP | 488,772 | $1,031 萬 | 0.03% | +32,052+7.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 485,459 | $1,024 萬 | 0.05% | −30,915−6.0% | 減碼 |
| Ikarian Capital, LLC | 485,000 | $1,023 萬 | 3.61% | 00.0% | 不變 |
| Panagora Asset Management Inc | 459,403 | $969.3 萬 | 0.06% | +10,822+2.4% | 加碼 |
| Marshall Wace, LLP | 446,214 | $941.5 萬 | 0.02% | +446,214 | 新進 |
| Morgan Stanley | 425,484 | $897.8 萬 | 0.00% | −361,997−46.0% | 減碼 |
| Citadel Advisors LLC | 380,292 | $802.4 萬 | 0.01% | −631,910−62.4% | 減碼 |
| Long Focus Capital Management, LLC | 371,649 | $784.2 萬 | 1.19% | +10,000+2.8% | 加碼 |
| Rafferty Asset Management, LLC | 371,126 | $783.1 萬 | 0.04% | −7,122−1.9% | 減碼 |
| Octagon Capital Advisors LP | 367,000 | $774.4 萬 | 1.08% | +367,000 | 新進 |
| Peregrine Capital Management LLC | 361,521 | $762.8 萬 | 0.21% | −1260.0% | 減碼 |
| JPMorgan Chase & Co | 361,058 | $761.8 萬 | 0.00% | +68,169+23.3% | 加碼 |
| FIL Ltd | 356,397 | $752.0 萬 | 0.01% | −83,126−18.9% | 減碼 |
| Nuveen Asset Management, LLC | 355,842 | $750.8 萬 | 0.00% | +1,931+0.5% | 加碼 |
| C WorldWide Group Holding A/S | 343,110 | $724.0 萬 | 0.09% | 00.0% | 不變 |
| Baker Bros. Advisors LP | 343,000 | $723.7 萬 | 0.04% | 00.0% | 不變 |
| TD Asset Management Inc | 328,987 | $694.2 萬 | 0.01% | −15,930−4.6% | 減碼 |
| Bleichroeder LP | 325,000 | $685.8 萬 | 1.39% | +299,399+1,169.5% | 加碼 |
| Swiss National Bank | 297,000 | $626.7 萬 | 0.00% | +4,600+1.6% | 加碼 |
| Scout Investments, Inc. | 306,447 | $623.9 萬 | 0.13% | −9,098−2.9% | 減碼 |
| UBS Asset Management Americas Inc | 352,758 | $601.5 萬 | 0.00% | 00.0% | 不變 |
| WCM Investment Management, LLC | 284,621 | $598.6 萬 | 0.02% | +25,097+9.7% | 加碼 |
| Granahan Investment Management Inc | 280,677 | $592.2 萬 | 0.18% | +16,487+6.2% | 加碼 |
| Susquehanna International Group, LLP | 256,305 | $540.8 萬 | 0.01% | −59,101−18.7% | 減碼 |
| Neuberger Berman Group LLC | 256,210 | $540.6 萬 | 0.00% | +107,402+72.2% | 加碼 |
| Rice Hall James & Associates, LLC | 229,292 | $483.8 萬 | 0.27% | −1,760−0.8% | 減碼 |
| Barclays PLC | 211,916 | $447.1 萬 | 0.00% | −725,024−77.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 198,556 | $419.0 萬 | 0.00% | −6,309−3.1% | 減碼 |
| Rhumbline Advisers | 193,562 | $408.4 萬 | 0.00% | +5,890+3.1% | 加碼 |
| California Public Employees Retirement System | 191,254 | $403.5 萬 | 0.00% | −38,344−16.7% | 減碼 |
| SG Americas Securities, LLC | 171,753 | $362.4 萬 | 0.03% | +116,601+211.4% | 加碼 |
| UBS Group AG | 168,843 | $356.3 萬 | 0.00% | −3,862−2.2% | 減碼 |
| Tang Capital Management LLC | 166,203 | $350.7 萬 | 0.52% | 00.0% | 不變 |
| California State Teachers Retirement System | 163,899 | $345.8 萬 | 0.00% | −5,411−3.2% | 減碼 |
| Deutsche Bank AG | 157,578 | $332.5 萬 | 0.00% | −72,572−31.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 156,627 | $330.5 萬 | 0.20% | +19,740+14.4% | 加碼 |
| Credit Suisse AG | 150,570 | $317.7 萬 | 0.00% | +32,639+27.7% | 加碼 |
| Jane Street Group, LLC | 147,538 | $311.3 萬 | 0.00% | +87,684+146.5% | 加碼 |
| Citigroup Inc | 147,060 | $310.3 萬 | 0.00% | −175,482−54.4% | 減碼 |
| Silverarc Capital Management, LLC | 144,464 | $304.8 萬 | 1.03% | +670+0.5% | 加碼 |
| Wells Fargo & Company | 143,712 | $303.2 萬 | 0.00% | +27,056+23.2% | 加碼 |
| Legal & General Group Plc | 133,572 | $281.8 萬 | 0.00% | +1,673+1.3% | 加碼 |
| Alyeska Investment Group, L.P. | 127,484 | $269.0 萬 | 0.02% | −72,516−36.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 125,897 | $265.6 萬 | 0.01% | +14,767+13.3% | 加碼 |
| State of Wisconsin Investment Board | 118,657 | $250.4 萬 | 0.01% | −6,289−5.0% | 減碼 |
| UBS Oconnor LLC | 112,292 | $236.9 萬 | 0.05% | −99,048−46.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 111,436 | $235.1 萬 | 0.21% | +14,504+15.0% | 加碼 |
| Essex Investment Management Co LLC | 109,182 | $230.4 萬 | 0.32% | +16,022+17.2% | 加碼 |
| Invesco Ltd. | 102,180 | $215.6 萬 | 0.00% | −1,756−1.7% | 減碼 |
| Mutual of America Capital Management LLC | 102,059 | $215.3 萬 | 0.02% | −7,798−7.1% | 減碼 |
| Alps Advisors Inc | 100,285 | $211.6 萬 | 0.02% | +100,285 | 新進 |