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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 519,078 | $1,311 萬 | 0.08% | −9,266−1.8% | 減碼 |
| TD Asset Management Inc | 523,132 | $1,321 萬 | 0.02% | +194,145+59.0% | 加碼 |
| MPM Oncology Impact Management LP | 527,458 | $1,332 萬 | 3.56% | −2,285−0.4% | 減碼 |
| Marshall Wace, LLP | 565,763 | $1,429 萬 | 0.03% | +119,549+26.8% | 加碼 |
| Cormorant Asset Management, LP | 575,000 | $1,452 萬 | 0.85% | +575,000 | 新進 |
| Citadel Advisors LLC | 579,382 | $1,463 萬 | 0.02% | +199,090+52.4% | 加碼 |
| Two Sigma Investments, LP | 594,160 | $1,500 萬 | 0.04% | +105,388+21.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 600,000 | $1,515 萬 | 0.03% | +600,000 | 新進 |
| American Century Companies Inc | 614,526 | $1,552 萬 | 0.01% | +9,439+1.6% | 加碼 |
| Eventide Asset Management, LLC | 635,185 | $1,604 萬 | 0.29% | −276,918−30.4% | 減碼 |
| First Light Asset Management, LLC | 643,588 | $1,625 萬 | 1.54% | −2,098−0.3% | 減碼 |
| Morgan Stanley | 678,726 | $1,714 萬 | 0.00% | +253,242+59.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 744,733 | $1,880 萬 | 1.13% | −90,563−10.8% | 減碼 |
| Two Sigma Advisers, LP | 825,400 | $2,084 萬 | 0.05% | +256,300+45.0% | 加碼 |
| FIL Ltd | 831,202 | $2,099 萬 | 0.02% | +474,805+133.2% | 加碼 |
| Hudson Bay Capital Management LP | 847,500 | $2,140 萬 | 0.20% | −852,500−50.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 856,198 | $2,162 萬 | 0.07% | −8,437−1.0% | 減碼 |
| Polar Capital Holdings Plc | 861,400 | $2,175 萬 | 0.16% | −829,949−49.1% | 減碼 |
| Goldman Sachs Group Inc | 863,518 | $2,180 萬 | 0.01% | +69,834+8.8% | 加碼 |
| Emerald Advisers, LLC | 937,516 | $2,367 萬 | 1.15% | −51,510−5.2% | 減碼 |
| Charles Schwab Investment Management Inc | 1,099,807 | $2,777 萬 | 0.01% | +88,589+8.8% | 加碼 |
| Norges Bank | 1,192,449 | $3,011 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 1,209,026 | $3,053 萬 | 0.00% | +367,014+43.6% | 加碼 |
| Octagon Capital Advisors LP | 1,284,000 | $3,242 萬 | 5.71% | +917,000+249.9% | 加碼 |
| Principal Financial Group Inc | 1,290,282 | $3,258 萬 | 0.02% | +29,187+2.3% | 加碼 |
| Novo Holdings A/S | 1,339,304 | $3,382 萬 | 2.50% | 00.0% | 不變 |
| Northern Trust Corp | 1,346,432 | $3,400 萬 | 0.01% | +21,875+1.7% | 加碼 |
| GW&K Investment Management, LLC | 1,352,269 | $3,415 萬 | 0.34% | −995−0.1% | 減碼 |
| Samlyn Capital, LLC | 1,381,057 | $3,487 萬 | 0.62% | −596,233−30.2% | 減碼 |
| Holocene Advisors, LP | 1,808,488 | $4,566 萬 | 0.20% | −274,390−13.2% | 減碼 |
| RTW Investments, LP | 1,865,108 | $4,709 萬 | 0.99% | +865,108+86.5% | 加碼 |
| Ameriprise Financial Inc | 1,876,713 | $4,739 萬 | 0.02% | +17,509+0.9% | 加碼 |
| Janus Henderson Group PLC | 1,914,802 | $4,835 萬 | 0.03% | −280,386−12.8% | 減碼 |
| Millennium Management LLC | 2,174,829 | $5,491 萬 | 0.06% | +2,083,967+2,293.6% | 加碼 |
| Alliancebernstein L.P. | 2,294,796 | $5,794 萬 | 0.02% | −229,847−9.1% | 減碼 |
| Loomis Sayles & Co L P | 2,383,039 | $6,017 萬 | 0.10% | +769,443+47.7% | 加碼 |
| Pictet Asset Management Holding SA | 2,413,438 | $6,094 萬 | 0.08% | +2,413,438 | 新進 |
| Bank of New York Mellon Corp | 2,531,719 | $6,393 萬 | 0.01% | +83,255+3.4% | 加碼 |
| Geode Capital Management, LLC | 2,873,697 | $7,257 萬 | 0.01% | +170,154+6.3% | 加碼 |
| Bellevue Group AG | 3,162,735 | $7,986 萬 | 1.29% | −138,176−4.2% | 減碼 |
| Franklin Resources Inc | 3,411,837 | $8,615 萬 | 0.04% | −21,803−0.6% | 減碼 |
| Suvretta Capital Management, LLC | 3,446,334 | $8,702 萬 | 4.70% | +337,000+10.8% | 加碼 |
| William Blair Investment Management, LLC | 4,241,935 | $1.07 億 | 0.36% | −43,984−1.0% | 減碼 |
| FMR LLC | 4,304,954 | $1.09 億 | 0.01% | +221,659+5.4% | 加碼 |
| Macquarie Group Ltd | 4,653,772 | $1.18 億 | 0.15% | +262,692+6.0% | 加碼 |
| State Street Corp | 5,054,383 | $1.28 億 | 0.01% | −966,196−16.0% | 減碼 |
| Palo Alto Investors LP | 5,889,491 | $1.49 億 | 14.07% | 00.0% | 不變 |
| Deep Track Capital, LP | 6,000,000 | $1.51 億 | 5.87% | −500,000−7.7% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 8,324,884 | $2.10 億 | 0.15% | +20,570+0.2% | 加碼 |
| BlackRock Inc. | 10,390,690 | $2.62 億 | 0.01% | +132,408+1.3% | 加碼 |
| Price T Rowe Associates Inc | 10,407,216 | $2.63 億 | 0.04% | +234,920+2.3% | 加碼 |
| Vanguard Group Inc | 14,345,512 | $3.62 億 | 0.01% | +1,024,956+7.7% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −658,546−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −127,484−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Rockwood Wealth Management, LLC | 0 | $0 | 0.00% | −42,001−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −31,521−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,304−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −20,753−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −14,521−100.0% | 清倉 |
| NinePointTwo Capital | 0 | $0 | 0.00% | −13,843−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −10,581−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,316−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,649−100.0% | 清倉 |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −2,745−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,312−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,175−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −259−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| PFS Investments Inc. | – | – | – | – | 本季未申報 |