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 4 季 13F 持有人
INSMED Inc 在 2023/12/31 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
- 271
- 較 2023 年第 3 季 +23 家
- 持有股數
- 1.50 億
- 較 2023 年第 3 季 +245.6 萬 (+1.7%)
- 總市值
- $46.4 億
- 較 2023 年第 3 季 +$9.22 億 (+24.8%)
- 新進機構
- 48
- 另有 91 家加碼
- 清倉機構
- 25
- 另有 88 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| J. Goldman & Co LP | 26,014 | $80.6 萬 | 0.05% | −647−2.4% | 減碼 |
| Laurion Capital Management LP | 28,173 | $87.3 萬 | 0.03% | +28,173 | 新進 |
| Handelsbanken Fonder AB | 28,581 | $88.6 萬 | 0.00% | +700+2.5% | 加碼 |
| Allianz Asset Management GmbH | 29,000 | $89.9 萬 | 0.00% | +6,600+29.5% | 加碼 |
| Atomi Financial Group, Inc. | 29,350 | $91.0 萬 | 0.13% | +29,350 | 新進 |
| Captrust Financial Advisors | 29,481 | $91.4 萬 | 0.00% | −14,845−33.5% | 減碼 |
| Acuta Capital Partners, LLC | 29,500 | $91.4 萬 | 0.51% | +29,500 | 新進 |
| Bayesian Capital Management, LP | 29,565 | $91.6 萬 | 0.10% | +29,565 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,772 | $95.4 萬 | 0.00% | +2,095+7.3% | 加碼 |
| Teacher Retirement System of Texas | 31,609 | $98.0 萬 | 0.01% | −7,152−18.5% | 減碼 |
| ProShare Advisors LLC | 32,023 | $99.2 萬 | 0.00% | +5,498+20.7% | 加碼 |
| AQR Capital Management LLC | 36,425 | $112.9 萬 | 0.00% | +4,454+13.9% | 加碼 |
| HN Saltoro Capital, LP | 36,550 | $113.3 萬 | 4.34% | −10,000−21.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 37,622 | $116.6 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 38,189 | $118.3 萬 | 0.01% | −657−1.7% | 減碼 |
| Jump Financial, LLC | 39,743 | $123.2 萬 | 0.04% | −66,206−62.5% | 減碼 |
| Schroder Investment Management Group | 40,100 | $124.3 萬 | 0.00% | +40,100 | 新進 |
| Raymond James & Associates | 41,116 | $127.4 萬 | 0.00% | −3,098−7.0% | 減碼 |
| Guggenheim Capital LLC | 44,010 | $136.4 萬 | 0.01% | −7,908−15.2% | 減碼 |
| Erste Asset Management GmbH | 47,600 | $151.1 萬 | 0.02% | 00.0% | 不變 |
| Great West Life Assurance Co | 50,198 | $154.6 萬 | 0.00% | +11,358+29.2% | 加碼 |
| Legato Capital Management LLC | 50,258 | $155.7 萬 | 0.20% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 50,000 | $158.0 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 54,027 | $167.4 萬 | 0.07% | +6,340+13.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 54,928 | $170.2 萬 | 0.15% | +54,928 | 新進 |
| New York State Common Retirement Fund | 56,131 | $173.9 萬 | 0.00% | +3,841+7.3% | 加碼 |
| Man Group plc | 56,568 | $175.3 萬 | 0.01% | +56,568 | 新進 |
| UBS Oconnor LLC | 56,727 | $175.8 萬 | 0.06% | −2,565−4.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 59,724 | $185.1 萬 | 0.35% | +7,031+13.3% | 加碼 |
| Axiom Investors LLC | 60,027 | $186.0 萬 | 0.02% | +60,027 | 新進 |
| Exome Asset Management LLC | 61,500 | $190.6 萬 | 1.88% | +61,500 | 新進 |
| Envestnet Asset Management Inc | 61,905 | $191.8 萬 | 0.00% | +1,923+3.2% | 加碼 |
| American International Group, Inc. | 68,710 | $212.9 萬 | 0.01% | +2,921+4.4% | 加碼 |
| Gsa Capital Partners LLP | 68,984 | $213.8 萬 | 0.18% | +30,597+79.7% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 70,000 | $216.9 萬 | 0.06% | +31,770+83.1% | 加碼 |
| Ensign Peak Advisors, Inc | 70,010 | $217.0 萬 | 0.00% | +4,340+6.6% | 加碼 |
| Lion Point Capital, LP | 70,335 | $218.0 萬 | 1.95% | 00.0% | 不變 |
| MetLife Investment Management | 72,448 | $224.5 萬 | 0.02% | +3,530+5.1% | 加碼 |
| Dimensional Fund Advisors LP | 73,073 | $226.5 萬 | 0.00% | +954+1.3% | 加碼 |
| Royal Bank of Canada | 73,155 | $226.6 萬 | 0.00% | +4,332+6.3% | 加碼 |
| Artia Global Partners LP | 74,936 | $232.2 萬 | 0.92% | +74,936 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 76,904 | $238.3 萬 | 0.00% | +6,383+9.1% | 加碼 |
| Mutual of America Capital Management LLC | 76,928 | $238.4 萬 | 0.03% | −19,396−20.1% | 減碼 |
| Squarepoint Ops LLC | 78,325 | $242.7 萬 | 0.01% | −3,922−4.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 79,374 | $246.0 萬 | 0.02% | −124,026−61.0% | 減碼 |
| Oak Ridge Investments LLC | 87,348 | $270.7 萬 | 0.31% | −8,175−8.6% | 減碼 |
| Voloridge Investment Management, LLC | 88,545 | $274.4 萬 | 0.01% | −17,620−16.6% | 減碼 |
| Polar Asset Management Partners Inc. | 90,300 | $279.8 萬 | 0.08% | 00.0% | 不變 |
| First Trust Advisors LP | 95,932 | $297.3 萬 | 0.00% | +12,941+15.6% | 加碼 |
| Wells Fargo & Company | 96,347 | $298.6 萬 | 0.00% | −17,249−15.2% | 減碼 |
| Seven Eight Capital, LP | 96,777 | $299.9 萬 | 0.35% | +44,726+85.9% | 加碼 |
| SEI Investments Co | 98,276 | $304.5 萬 | 0.00% | +23,529+31.5% | 加碼 |
| Standard Life Aberdeen plc | 100,000 | $309.9 萬 | 0.01% | +100,000 | 新進 |
| Invesco Ltd. | 101,524 | $314.6 萬 | 0.00% | −364−0.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 105,147 | $325.9 萬 | 0.01% | −8,005−7.1% | 減碼 |
| Trexquant Investment LP | 105,482 | $326.9 萬 | 0.07% | −189,511−64.2% | 減碼 |
| HRT Financial LP | 106,735 | $330.7 萬 | 0.02% | +106,735 | 新進 |
| Essex Investment Management Co LLC | 108,007 | $334.7 萬 | 0.66% | −40,412−27.2% | 減碼 |
| State of Wisconsin Investment Board | 112,329 | $348.1 萬 | 0.01% | −2,235−2.0% | 減碼 |
| Jane Street Group, LLC | 112,974 | $350.1 萬 | 0.00% | +77,459+218.1% | 加碼 |
| Susquehanna International Group, LLP | 116,446 | $360.9 萬 | 0.01% | −137,396−54.1% | 減碼 |
| Walleye Capital LLC | 118,411 | $367.0 萬 | 0.05% | +46,341+64.3% | 加碼 |
| Altium Capital Management LP | 120,000 | $371.9 萬 | 2.56% | +120,000 | 新進 |
| Jennison Associates LLC | 120,831 | $374.5 萬 | 0.00% | +120,831 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 125,000 | $387.4 萬 | 0.07% | +125,000 | 新進 |
| HighVista Strategies LLC | 126,780 | $392.9 萬 | 1.43% | +46,780+58.5% | 加碼 |
| EAM Investors, LLC | 132,979 | $412.1 萬 | 0.74% | +68,421+106.0% | 加碼 |
| Credit Suisse AG | 134,356 | $416.4 萬 | 0.00% | −343−0.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 138,035 | $427.8 萬 | 0.25% | −32,971−19.3% | 減碼 |
| Legal & General Group Plc | 141,478 | $438.4 萬 | 0.00% | +6,824+5.1% | 加碼 |
| Citigroup Inc | 143,281 | $444.0 萬 | 0.01% | +3,622+2.6% | 加碼 |
| California State Teachers Retirement System | 144,431 | $447.6 萬 | 0.01% | −5,303−3.5% | 減碼 |
| Parkman Healthcare Partners LLC | 150,816 | $467.4 萬 | 0.66% | +25,816+20.7% | 加碼 |
| Silverarc Capital Management, LLC | 155,504 | $481.9 萬 | 1.49% | +5,117+3.4% | 加碼 |
| Deutsche Bank AG | 164,232 | $509.0 萬 | 0.00% | −1,733−1.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 164,496 | $509.8 萬 | 0.09% | +164,496 | 新進 |
| Tang Capital Management LLC | 166,203 | $515.1 萬 | 0.48% | 00.0% | 不變 |
| Soleus Capital Management, L.P. | 167,100 | $517.8 萬 | 0.57% | −50,900−23.3% | 減碼 |
| Neuberger Berman Group LLC | 168,928 | $523.5 萬 | 0.00% | +59,424+54.3% | 加碼 |
| StemPoint Capital LP | 173,579 | $537.9 萬 | 1.45% | +173,579 | 新進 |
| Cubist Systematic Strategies, LLC | 174,695 | $541.4 萬 | 0.07% | −95,151−35.3% | 減碼 |
| Cinctive Capital Management LP | 175,000 | $542.3 萬 | 0.38% | +175,000 | 新進 |
| California Public Employees Retirement System | 191,305 | $592.9 萬 | 0.00% | −1,672−0.9% | 減碼 |
| Granahan Investment Management Inc | 202,193 | $626.6 萬 | 0.21% | −33,787−14.3% | 減碼 |
| Rhumbline Advisers | 203,696 | $631.3 萬 | 0.01% | +6,053+3.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 212,035 | $657.1 萬 | 0.00% | +2,931+1.4% | 加碼 |
| Rice Hall James & Associates, LLC | 221,270 | $685.7 萬 | 0.40% | −3,195−1.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 221,572 | $686.7 萬 | 0.01% | +98,417+79.9% | 加碼 |
| Great Point Partners LLC | 225,912 | $700.1 萬 | 1.19% | −168,960−42.8% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 228,783 | $709.0 萬 | 0.46% | +114,987+101.0% | 加碼 |
| Swiss National Bank | 269,200 | $834.3 萬 | 0.01% | −30,700−10.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 271,312 | $840.8 萬 | 0.04% | −174,792−39.2% | 減碼 |
| Assenagon Asset Management S.A. | 284,520 | $881.7 萬 | 0.03% | +22,384+8.5% | 加碼 |
| Peregrine Capital Management LLC | 290,088 | $899.0 萬 | 0.27% | −50,037−14.7% | 減碼 |
| Scout Investments, Inc. | 293,197 | $908.6 萬 | 0.23% | −4,600−1.5% | 減碼 |
| UBS Group AG | 300,181 | $930.3 萬 | 0.00% | +177,981+145.6% | 加碼 |
| WCM Investment Management, LLC | 295,328 | $937.4 萬 | 0.03% | +5,592+1.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 310,200 | $961.4 萬 | 0.07% | −15,000−4.6% | 減碼 |
| Rafferty Asset Management, LLC | 321,087 | $995.0 萬 | 0.04% | +47,563+17.4% | 加碼 |
| Bleichroeder LP | 325,000 | $1,007 萬 | 2.24% | 00.0% | 不變 |