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 3 季 13F 持有人
INSMED Inc 在 2023/9/30 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
- 252
- 較 2023 年第 2 季 +31 家
- 持有股數
- 1.47 億
- 較 2023 年第 2 季 +467.0 萬 (+3.3%)
- 總市值
- $37.2 億
- 較 2023 年第 2 季 +$7.12 億 (+23.7%)
- 新進機構
- 50
- 另有 85 家加碼
- 清倉機構
- 19
- 另有 76 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,345,512 | $3.62 億 | 0.01% | +1,024,956+7.7% | 加碼 |
| Price T Rowe Associates Inc | 10,407,216 | $2.63 億 | 0.04% | +234,920+2.3% | 加碼 |
| BlackRock Inc. | 10,390,690 | $2.62 億 | 0.01% | +132,408+1.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 8,324,884 | $2.10 億 | 0.15% | +20,570+0.2% | 加碼 |
| Deep Track Capital, LP | 6,000,000 | $1.51 億 | 5.87% | −500,000−7.7% | 減碼 |
| Palo Alto Investors LP | 5,889,491 | $1.49 億 | 14.07% | 00.0% | 不變 |
| State Street Corp | 5,054,383 | $1.28 億 | 0.01% | −966,196−16.0% | 減碼 |
| Macquarie Group Ltd | 4,653,772 | $1.18 億 | 0.15% | +262,692+6.0% | 加碼 |
| FMR LLC | 4,304,954 | $1.09 億 | 0.01% | +221,659+5.4% | 加碼 |
| William Blair Investment Management, LLC | 4,241,935 | $1.07 億 | 0.36% | −43,984−1.0% | 減碼 |
| Suvretta Capital Management, LLC | 3,446,334 | $8,702 萬 | 4.70% | +337,000+10.8% | 加碼 |
| Franklin Resources Inc | 3,411,837 | $8,615 萬 | 0.04% | −21,803−0.6% | 減碼 |
| Bellevue Group AG | 3,162,735 | $7,986 萬 | 1.29% | −138,176−4.2% | 減碼 |
| Geode Capital Management, LLC | 2,873,697 | $7,257 萬 | 0.01% | +170,154+6.3% | 加碼 |
| Bank of New York Mellon Corp | 2,531,719 | $6,393 萬 | 0.01% | +83,255+3.4% | 加碼 |
| Pictet Asset Management Holding SA | 2,413,438 | $6,094 萬 | 0.08% | +2,413,438 | 新進 |
| Loomis Sayles & Co L P | 2,383,039 | $6,017 萬 | 0.10% | +769,443+47.7% | 加碼 |
| Alliancebernstein L.P. | 2,294,796 | $5,794 萬 | 0.02% | −229,847−9.1% | 減碼 |
| Millennium Management LLC | 2,174,829 | $5,491 萬 | 0.06% | +2,083,967+2,293.6% | 加碼 |
| Janus Henderson Group PLC | 1,914,802 | $4,835 萬 | 0.03% | −280,386−12.8% | 減碼 |
| Ameriprise Financial Inc | 1,876,713 | $4,739 萬 | 0.02% | +17,509+0.9% | 加碼 |
| RTW Investments, LP | 1,865,108 | $4,709 萬 | 0.99% | +865,108+86.5% | 加碼 |
| Holocene Advisors, LP | 1,808,488 | $4,566 萬 | 0.20% | −274,390−13.2% | 減碼 |
| Samlyn Capital, LLC | 1,381,057 | $3,487 萬 | 0.62% | −596,233−30.2% | 減碼 |
| GW&K Investment Management, LLC | 1,352,269 | $3,415 萬 | 0.34% | −995−0.1% | 減碼 |
| Northern Trust Corp | 1,346,432 | $3,400 萬 | 0.01% | +21,875+1.7% | 加碼 |
| Novo Holdings A/S | 1,339,304 | $3,382 萬 | 2.50% | 00.0% | 不變 |
| Principal Financial Group Inc | 1,290,282 | $3,258 萬 | 0.02% | +29,187+2.3% | 加碼 |
| Octagon Capital Advisors LP | 1,284,000 | $3,242 萬 | 5.71% | +917,000+249.9% | 加碼 |
| Bank of America Corp | 1,209,026 | $3,053 萬 | 0.00% | +367,014+43.6% | 加碼 |
| Norges Bank | 1,192,449 | $3,011 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,099,807 | $2,777 萬 | 0.01% | +88,589+8.8% | 加碼 |
| Emerald Advisers, LLC | 937,516 | $2,367 萬 | 1.15% | −51,510−5.2% | 減碼 |
| Goldman Sachs Group Inc | 863,518 | $2,180 萬 | 0.01% | +69,834+8.8% | 加碼 |
| Polar Capital Holdings Plc | 861,400 | $2,175 萬 | 0.16% | −829,949−49.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 856,198 | $2,162 萬 | 0.07% | −8,437−1.0% | 減碼 |
| Hudson Bay Capital Management LP | 847,500 | $2,140 萬 | 0.20% | −852,500−50.1% | 減碼 |
| FIL Ltd | 831,202 | $2,099 萬 | 0.02% | +474,805+133.2% | 加碼 |
| Two Sigma Advisers, LP | 825,400 | $2,084 萬 | 0.05% | +256,300+45.0% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 744,733 | $1,880 萬 | 1.13% | −90,563−10.8% | 減碼 |
| Morgan Stanley | 678,726 | $1,714 萬 | 0.00% | +253,242+59.5% | 加碼 |
| First Light Asset Management, LLC | 643,588 | $1,625 萬 | 1.54% | −2,098−0.3% | 減碼 |
| Eventide Asset Management, LLC | 635,185 | $1,604 萬 | 0.29% | −276,918−30.4% | 減碼 |
| American Century Companies Inc | 614,526 | $1,552 萬 | 0.01% | +9,439+1.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 600,000 | $1,515 萬 | 0.03% | +600,000 | 新進 |
| Two Sigma Investments, LP | 594,160 | $1,500 萬 | 0.04% | +105,388+21.6% | 加碼 |
| Citadel Advisors LLC | 579,382 | $1,463 萬 | 0.02% | +199,090+52.4% | 加碼 |
| Cormorant Asset Management, LP | 575,000 | $1,452 萬 | 0.85% | +575,000 | 新進 |
| Marshall Wace, LLP | 565,763 | $1,429 萬 | 0.03% | +119,549+26.8% | 加碼 |
| MPM Oncology Impact Management LP | 527,458 | $1,332 萬 | 3.56% | −2,285−0.4% | 減碼 |
| TD Asset Management Inc | 523,132 | $1,321 萬 | 0.02% | +194,145+59.0% | 加碼 |
| Eagle Asset Management Inc | 519,078 | $1,311 萬 | 0.08% | −9,266−1.8% | 減碼 |
| Voya Investment Management LLC | 496,893 | $1,255 萬 | 0.01% | −24,098−4.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 446,104 | $1,126 萬 | 0.06% | −39,355−8.1% | 減碼 |
| Panagora Asset Management Inc | 432,579 | $1,092 萬 | 0.07% | −26,824−5.8% | 減碼 |
| JPMorgan Chase & Co | 407,965 | $1,030 萬 | 0.00% | +46,907+13.0% | 加碼 |
| Great Point Partners LLC | 394,872 | $997.1 萬 | 1.88% | +394,872 | 新進 |
| Long Focus Capital Management, LLC | 371,649 | $938.4 萬 | 1.35% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 363,630 | $918.2 萬 | 0.00% | +10,872+3.1% | 加碼 |
| AXA S.A. | 360,561 | $910.4 萬 | 0.03% | −489,553−57.6% | 減碼 |
| Nuveen Asset Management, LLC | 348,766 | $880.6 萬 | 0.00% | −7,076−2.0% | 減碼 |
| Sectoral Asset Management Inc | 347,392 | $877.2 萬 | 1.71% | −170,449−32.9% | 減碼 |
| C WorldWide Group Holding A/S | 343,110 | $866.4 萬 | 0.12% | 00.0% | 不變 |
| Baker Bros. Advisors LP | 343,000 | $866.1 萬 | 0.05% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 340,125 | $858.8 萬 | 0.26% | −21,396−5.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 325,200 | $821.1 萬 | 0.07% | −482,000−59.7% | 減碼 |
| Bleichroeder LP | 325,000 | $820.6 萬 | 2.02% | 00.0% | 不變 |
| Swiss National Bank | 299,900 | $757.2 萬 | 0.01% | +2,900+1.0% | 加碼 |
| Scout Investments, Inc. | 297,797 | $755.5 萬 | 0.17% | −8,650−2.8% | 減碼 |
| Trexquant Investment LP | 294,993 | $744.9 萬 | 0.19% | +265,457+898.8% | 加碼 |
| WCM Investment Management, LLC | 289,736 | $731.6 萬 | 0.02% | +5,115+1.8% | 加碼 |
| Rafferty Asset Management, LLC | 273,524 | $690.6 萬 | 0.04% | −97,602−26.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 269,846 | $681.4 萬 | 0.08% | +260,177+2,690.8% | 加碼 |
| Assenagon Asset Management S.A. | 262,136 | $661.9 萬 | 0.02% | −1,519,918−85.3% | 減碼 |
| Susquehanna International Group, LLP | 253,842 | $641.0 萬 | 0.01% | −2,463−1.0% | 減碼 |
| Granahan Investment Management Inc | 235,980 | $595.8 萬 | 0.21% | −44,697−15.9% | 減碼 |
| Rice Hall James & Associates, LLC | 224,465 | $566.8 萬 | 0.36% | −4,827−2.1% | 減碼 |
| Soleus Capital Management, L.P. | 218,000 | $550.5 萬 | 0.55% | +218,000 | 新進 |
| Manufacturers Life Insurance Company, The | 209,104 | $528.0 萬 | 0.00% | +10,548+5.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 203,400 | $513.6 萬 | 0.05% | +203,400 | 新進 |
| Rhumbline Advisers | 197,643 | $499.0 萬 | 0.01% | +4,081+2.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 196,727 | $496.7 萬 | 0.01% | +97,823+98.9% | 加碼 |
| California Public Employees Retirement System | 192,977 | $487.3 萬 | 0.00% | +1,723+0.9% | 加碼 |
| Barclays PLC | 171,801 | $433.8 萬 | 0.00% | −40,115−18.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 171,006 | $431.8 萬 | 0.28% | +14,379+9.2% | 加碼 |
| Tang Capital Management LLC | 166,203 | $419.7 萬 | 0.59% | 00.0% | 不變 |
| Deutsche Bank AG | 165,965 | $419.1 萬 | 0.00% | +8,387+5.3% | 加碼 |
| Ikarian Capital, LLC | 154,900 | $391.1 萬 | 1.45% | −330,100−68.1% | 減碼 |
| Silverarc Capital Management, LLC | 150,387 | $379.7 萬 | 1.41% | +5,923+4.1% | 加碼 |
| California State Teachers Retirement System | 149,734 | $378.1 萬 | 0.01% | −14,165−8.6% | 減碼 |
| Essex Investment Management Co LLC | 148,419 | $374.8 萬 | 0.61% | +39,237+35.9% | 加碼 |
| Citigroup Inc | 139,659 | $352.6 萬 | 0.01% | −7,401−5.0% | 減碼 |
| Credit Suisse AG | 134,699 | $340.1 萬 | 0.00% | −15,871−10.5% | 減碼 |
| Legal & General Group Plc | 134,654 | $340.0 萬 | 0.00% | +1,082+0.8% | 加碼 |
| Parkman Healthcare Partners LLC | 125,000 | $315.6 萬 | 0.58% | +125,000 | 新進 |
| BNP Paribas Arbitrage, SA | 123,155 | $311.0 萬 | 0.01% | +27,020+28.1% | 加碼 |
| UBS Group AG | 122,200 | $308.6 萬 | 0.00% | −46,643−27.6% | 減碼 |
| State of Wisconsin Investment Board | 114,564 | $289.3 萬 | 0.01% | −4,093−3.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 113,796 | $287.3 萬 | 0.26% | +2,360+2.1% | 加碼 |
| Wells Fargo & Company | 113,596 | $286.8 萬 | 0.00% | −30,116−21.0% | 減碼 |