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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 37,622 | $95.0 萬 | 0.00% | +200+0.5% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 38,230 | $96.5 萬 | 0.02% | −28,673−42.9% | 減碼 |
| Gsa Capital Partners LLP | 38,387 | $96.9 萬 | 0.08% | +38,387 | 新進 |
| Engineers Gate Manager LP | 38,502 | $97.2 萬 | 0.04% | +38,502 | 新進 |
| Teacher Retirement System of Texas | 38,761 | $97.9 萬 | 0.01% | +1,751+4.7% | 加碼 |
| Great West Life Assurance Co | 38,840 | $98.0 萬 | 0.00% | +9,690+33.2% | 加碼 |
| Arizona State Retirement System | 38,846 | $98.1 萬 | 0.01% | +526+1.4% | 加碼 |
| International Biotechnology Trust PLC | 40,100 | $101.2 萬 | 0.34% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 41,337 | $104.4 萬 | 0.00% | +41,337 | 新進 |
| Graham Capital Management, L.P. | 43,605 | $110.1 萬 | 0.03% | +33,969+352.5% | 加碼 |
| Raymond James & Associates | 44,214 | $111.6 萬 | 0.00% | +12,573+39.7% | 加碼 |
| Captrust Financial Advisors | 44,326 | $111.9 萬 | 0.00% | +4,532+11.4% | 加碼 |
| HN Saltoro Capital, LP | 46,550 | $117.5 萬 | 3.03% | +46,550 | 新進 |
| Profund Advisors LLC | 47,687 | $120.4 萬 | 0.07% | −20,828−30.4% | 減碼 |
| Erste Asset Management GmbH | 47,600 | $122.6 萬 | 0.02% | 00.0% | 不變 |
| Moore Capital Management, LP | 50,000 | $126.3 萬 | 0.03% | +50,000 | 新進 |
| Legato Capital Management LLC | 50,258 | $126.9 萬 | 0.18% | −1,311−2.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 50,000 | $128.1 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 51,918 | $131.1 萬 | 0.01% | −8,661−14.3% | 減碼 |
| Seven Eight Capital, LP | 52,051 | $131.4 萬 | 0.15% | +52,051 | 新進 |
| New York State Common Retirement Fund | 52,290 | $132.0 萬 | 0.00% | +1,342+2.6% | 加碼 |
| EFG Asset Management (North America) Corp. | 52,693 | $133.0 萬 | 0.32% | −5,031−8.7% | 減碼 |
| UBS Oconnor LLC | 59,292 | $149.7 萬 | 0.03% | −53,000−47.2% | 減碼 |
| Envestnet Asset Management Inc | 59,982 | $151.5 萬 | 0.00% | +13,389+28.7% | 加碼 |
| EAM Investors, LLC | 64,558 | $163.0 萬 | 0.31% | +64,558 | 新進 |
| Ensign Peak Advisors, Inc | 65,670 | $165.8 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 65,789 | $166.1 萬 | 0.01% | +2,340+3.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 66,573 | $168.1 萬 | 0.11% | 00.0% | 不變 |
| Royal Bank of Canada | 68,823 | $173.8 萬 | 0.00% | +19,111+38.4% | 加碼 |
| MetLife Investment Management | 68,918 | $174.0 萬 | 0.01% | 00.0% | 不變 |
| Lion Point Capital, LP | 70,335 | $177.6 萬 | 1.63% | +20,000+39.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 70,521 | $178.1 萬 | 0.00% | −3,604−4.9% | 減碼 |
| Walleye Capital LLC | 72,070 | $182.0 萬 | 0.03% | +72,070 | 新進 |
| Dimensional Fund Advisors LP | 72,119 | $182.1 萬 | 0.00% | +1,057+1.5% | 加碼 |
| Dark Forest Capital Management LP | 73,129 | $184.7 萬 | 0.15% | +8,776+13.6% | 加碼 |
| Swedbank AB | 74,557 | $188.3 萬 | 0.00% | −18,000−19.4% | 減碼 |
| SEI Investments Co | 74,747 | $188.7 萬 | 0.00% | +41,148+122.5% | 加碼 |
| Endurant Capital Management LP | 79,471 | $200.7 萬 | 1.80% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 80,000 | $202.0 萬 | 1.15% | −15,000−15.8% | 減碼 |
| HighVista Strategies LLC | 80,000 | $202.0 萬 | 0.93% | +80,000 | 新進 |
| Balyasny Asset Management LLC | 81,376 | $205.5 萬 | 0.01% | −912,682−91.8% | 減碼 |
| Squarepoint Ops LLC | 82,247 | $207.7 萬 | 0.01% | +82,247 | 新進 |
| First Trust Advisors LP | 82,991 | $209.6 萬 | 0.00% | +82,991 | 新進 |
| Polar Asset Management Partners Inc. | 90,300 | $228.0 萬 | 0.05% | +90,300 | 新進 |
| Oak Ridge Investments LLC | 95,523 | $241.2 萬 | 0.31% | +20,230+26.9% | 加碼 |
| Mutual of America Capital Management LLC | 96,324 | $243.2 萬 | 0.03% | −5,735−5.6% | 減碼 |
| Invesco Ltd. | 101,888 | $257.3 萬 | 0.00% | −292−0.3% | 減碼 |
| Jump Financial, LLC | 105,949 | $267.5 萬 | 0.10% | +43,234+68.9% | 加碼 |
| Alps Advisors Inc | 106,160 | $268.1 萬 | 0.02% | +5,875+5.9% | 加碼 |
| Voloridge Investment Management, LLC | 106,165 | $268.1 萬 | 0.01% | +90,121+561.7% | 加碼 |
| Neuberger Berman Group LLC | 109,504 | $276.5 萬 | 0.00% | −146,706−57.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 113,152 | $285.7 萬 | 0.01% | −12,745−10.1% | 減碼 |
| Wells Fargo & Company | 113,596 | $286.8 萬 | 0.00% | −30,116−21.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 113,796 | $287.3 萬 | 0.26% | +2,360+2.1% | 加碼 |
| State of Wisconsin Investment Board | 114,564 | $289.3 萬 | 0.01% | −4,093−3.4% | 減碼 |
| UBS Group AG | 122,200 | $308.6 萬 | 0.00% | −46,643−27.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 123,155 | $311.0 萬 | 0.01% | +27,020+28.1% | 加碼 |
| Parkman Healthcare Partners LLC | 125,000 | $315.6 萬 | 0.58% | +125,000 | 新進 |
| Legal & General Group Plc | 134,654 | $340.0 萬 | 0.00% | +1,082+0.8% | 加碼 |
| Credit Suisse AG | 134,699 | $340.1 萬 | 0.00% | −15,871−10.5% | 減碼 |
| Citigroup Inc | 139,659 | $352.6 萬 | 0.01% | −7,401−5.0% | 減碼 |
| Essex Investment Management Co LLC | 148,419 | $374.8 萬 | 0.61% | +39,237+35.9% | 加碼 |
| California State Teachers Retirement System | 149,734 | $378.1 萬 | 0.01% | −14,165−8.6% | 減碼 |
| Silverarc Capital Management, LLC | 150,387 | $379.7 萬 | 1.41% | +5,923+4.1% | 加碼 |
| Ikarian Capital, LLC | 154,900 | $391.1 萬 | 1.45% | −330,100−68.1% | 減碼 |
| Deutsche Bank AG | 165,965 | $419.1 萬 | 0.00% | +8,387+5.3% | 加碼 |
| Tang Capital Management LLC | 166,203 | $419.7 萬 | 0.59% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 171,006 | $431.8 萬 | 0.28% | +14,379+9.2% | 加碼 |
| Barclays PLC | 171,801 | $433.8 萬 | 0.00% | −40,115−18.9% | 減碼 |
| California Public Employees Retirement System | 192,977 | $487.3 萬 | 0.00% | +1,723+0.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 196,727 | $496.7 萬 | 0.01% | +97,823+98.9% | 加碼 |
| Rhumbline Advisers | 197,643 | $499.0 萬 | 0.01% | +4,081+2.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 203,400 | $513.6 萬 | 0.05% | +203,400 | 新進 |
| Manufacturers Life Insurance Company, The | 209,104 | $528.0 萬 | 0.00% | +10,548+5.3% | 加碼 |
| Soleus Capital Management, L.P. | 218,000 | $550.5 萬 | 0.55% | +218,000 | 新進 |
| Rice Hall James & Associates, LLC | 224,465 | $566.8 萬 | 0.36% | −4,827−2.1% | 減碼 |
| Granahan Investment Management Inc | 235,980 | $595.8 萬 | 0.21% | −44,697−15.9% | 減碼 |
| Susquehanna International Group, LLP | 253,842 | $641.0 萬 | 0.01% | −2,463−1.0% | 減碼 |
| Assenagon Asset Management S.A. | 262,136 | $661.9 萬 | 0.02% | −1,519,918−85.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 269,846 | $681.4 萬 | 0.08% | +260,177+2,690.8% | 加碼 |
| Rafferty Asset Management, LLC | 273,524 | $690.6 萬 | 0.04% | −97,602−26.3% | 減碼 |
| WCM Investment Management, LLC | 289,736 | $731.6 萬 | 0.02% | +5,115+1.8% | 加碼 |
| Trexquant Investment LP | 294,993 | $744.9 萬 | 0.19% | +265,457+898.8% | 加碼 |
| Scout Investments, Inc. | 297,797 | $755.5 萬 | 0.17% | −8,650−2.8% | 減碼 |
| Swiss National Bank | 299,900 | $757.2 萬 | 0.01% | +2,900+1.0% | 加碼 |
| Bleichroeder LP | 325,000 | $820.6 萬 | 2.02% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 325,200 | $821.1 萬 | 0.07% | −482,000−59.7% | 減碼 |
| Peregrine Capital Management LLC | 340,125 | $858.8 萬 | 0.26% | −21,396−5.9% | 減碼 |
| Baker Bros. Advisors LP | 343,000 | $866.1 萬 | 0.05% | 00.0% | 不變 |
| C WorldWide Group Holding A/S | 343,110 | $866.4 萬 | 0.12% | 00.0% | 不變 |
| Sectoral Asset Management Inc | 347,392 | $877.2 萬 | 1.71% | −170,449−32.9% | 減碼 |
| Nuveen Asset Management, LLC | 348,766 | $880.6 萬 | 0.00% | −7,076−2.0% | 減碼 |
| AXA S.A. | 360,561 | $910.4 萬 | 0.03% | −489,553−57.6% | 減碼 |
| UBS Asset Management Americas Inc | 363,630 | $918.2 萬 | 0.00% | +10,872+3.1% | 加碼 |
| Long Focus Capital Management, LLC | 371,649 | $938.4 萬 | 1.35% | 00.0% | 不變 |
| Great Point Partners LLC | 394,872 | $997.1 萬 | 1.88% | +394,872 | 新進 |
| JPMorgan Chase & Co | 407,965 | $1,030 萬 | 0.00% | +46,907+13.0% | 加碼 |
| Panagora Asset Management Inc | 432,579 | $1,092 萬 | 0.07% | −26,824−5.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 446,104 | $1,126 萬 | 0.06% | −39,355−8.1% | 減碼 |
| Voya Investment Management LLC | 496,893 | $1,255 萬 | 0.01% | −24,098−4.6% | 減碼 |