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 |
|---|---|---|---|---|---|
| Barclays PLC | 334,529 | $1,037 萬 | 0.01% | +162,728+94.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 338,491 | $1,049 萬 | 0.57% | +338,491 | 新進 |
| Baker Bros. Advisors LP | 343,000 | $1,063 萬 | 0.12% | 00.0% | 不變 |
| C WorldWide Group Holding A/S | 343,110 | $1,063 萬 | 0.14% | 00.0% | 不變 |
| Integral Health Asset Management, LLC | 350,000 | $1,085 萬 | 1.57% | +350,000 | 新進 |
| AXA S.A. | 352,046 | $1,091 萬 | 0.04% | −8,515−2.4% | 減碼 |
| Two Sigma Investments, LP | 352,612 | $1,093 萬 | 0.03% | −241,548−40.7% | 減碼 |
| Long Focus Capital Management, LLC | 371,649 | $1,152 萬 | 1.49% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 377,215 | $1,169 萬 | 0.00% | +28,449+8.2% | 加碼 |
| JPMorgan Chase & Co | 382,494 | $1,185 萬 | 0.00% | −25,471−6.2% | 減碼 |
| Putnam Investments LLC | 387,674 | $1,201 萬 | 0.02% | +387,674 | 新進 |
| Kingdon Capital Management, L.L.C. | 405,000 | $1,255 萬 | 2.39% | +405,000 | 新進 |
| UBS Asset Management Americas Inc | 407,570 | $1,263 萬 | 0.00% | +43,940+12.1% | 加碼 |
| Cutter Capital Management, LP | 413,499 | $1,281 萬 | 6.13% | +413,499 | 新進 |
| Panagora Asset Management Inc | 429,003 | $1,329 萬 | 0.07% | −3,576−0.8% | 減碼 |
| TD Asset Management Inc | 463,532 | $1,436 萬 | 0.01% | −59,600−11.4% | 減碼 |
| Hudson Bay Capital Management LP | 467,500 | $1,449 萬 | 0.13% | −380,000−44.8% | 減碼 |
| Voya Investment Management LLC | 504,237 | $1,563 萬 | 0.02% | +7,344+1.5% | 加碼 |
| Polar Capital Holdings Plc | 504,275 | $1,563 萬 | 0.11% | −357,125−41.5% | 減碼 |
| MPM Oncology Impact Management LP | 528,150 | $1,637 萬 | 3.83% | +692+0.1% | 加碼 |
| Eagle Asset Management Inc | 548,633 | $1,700 萬 | 0.09% | +29,555+5.7% | 加碼 |
| Cormorant Asset Management, LP | 575,000 | $1,782 萬 | 0.85% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 600,000 | $1,859 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 629,200 | $1,950 萬 | 0.05% | −196,200−23.8% | 減碼 |
| Eventide Asset Management, LLC | 635,185 | $1,968 萬 | 0.32% | 00.0% | 不變 |
| First Light Asset Management, LLC | 646,057 | $2,002 萬 | 1.61% | +2,469+0.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 646,907 | $2,005 萬 | 0.03% | +450,180+228.8% | 加碼 |
| American Century Companies Inc | 662,200 | $2,052 萬 | 0.01% | +47,674+7.8% | 加碼 |
| FIL Ltd | 691,431 | $2,143 萬 | 0.02% | −139,771−16.8% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 748,344 | $2,319 萬 | 1.23% | +3,611+0.5% | 加碼 |
| Goldman Sachs Group Inc | 761,772 | $2,361 萬 | 0.01% | −101,746−11.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 895,946 | $2,777 萬 | 0.08% | +39,748+4.6% | 加碼 |
| Vestal Point Capital, LP | 900,000 | $2,789 萬 | 2.95% | +900,000 | 新進 |
| Hood River Capital Management LLC | 905,819 | $2,807 萬 | 0.77% | +905,819 | 新進 |
| Emerald Advisers, LLC | 930,849 | $2,885 萬 | 1.23% | −6,667−0.7% | 減碼 |
| Balyasny Asset Management LLC | 943,431 | $2,924 萬 | 0.08% | +862,055+1,059.3% | 加碼 |
| Bank of America Corp | 1,043,831 | $3,235 萬 | 0.00% | −165,195−13.7% | 減碼 |
| Citadel Advisors LLC | 1,046,214 | $3,242 萬 | 0.03% | +466,832+80.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,128,436 | $3,497 萬 | 0.01% | +28,629+2.6% | 加碼 |
| Octagon Capital Advisors LP | 1,284,000 | $3,979 萬 | 6.37% | 00.0% | 不變 |
| Samlyn Capital, LLC | 1,286,868 | $3,988 萬 | 0.87% | −94,189−6.8% | 減碼 |
| GW&K Investment Management, LLC | 1,291,772 | $4,003 萬 | 0.37% | −60,497−4.5% | 減碼 |
| Novo Holdings A/S | 1,339,304 | $4,151 萬 | 2.77% | 00.0% | 不變 |
| Principal Financial Group Inc | 1,359,563 | $4,213 萬 | 0.03% | +69,281+5.4% | 加碼 |
| Northern Trust Corp | 1,372,245 | $4,253 萬 | 0.01% | +25,813+1.9% | 加碼 |
| Janus Henderson Group PLC | 1,403,091 | $4,348 萬 | 0.03% | −511,711−26.7% | 減碼 |
| Marshall Wace, LLP | 1,439,769 | $4,462 萬 | 0.09% | +874,006+154.5% | 加碼 |
| Norges Bank | 1,453,025 | $4,503 萬 | 0.01% | +260,576+21.9% | 加碼 |
| Morgan Stanley | 1,534,747 | $4,756 萬 | 0.00% | +856,021+126.1% | 加碼 |
| Millennium Management LLC | 1,605,001 | $4,974 萬 | 0.05% | −569,828−26.2% | 減碼 |
| Holocene Advisors, LP | 1,614,862 | $5,004 萬 | 0.20% | −193,626−10.7% | 減碼 |
| RTW Investments, LP | 1,865,108 | $5,780 萬 | 0.90% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 1,961,801 | $6,080 萬 | 0.07% | −451,637−18.7% | 減碼 |
| Alliancebernstein L.P. | 2,147,902 | $6,656 萬 | 0.03% | −146,894−6.4% | 減碼 |
| Ameriprise Financial Inc | 2,282,491 | $7,073 萬 | 0.02% | +405,778+21.6% | 加碼 |
| Bellevue Group AG | 2,290,958 | $7,100 萬 | 1.09% | −871,777−27.6% | 減碼 |
| Loomis Sayles & Co L P | 2,331,505 | $7,225 萬 | 0.11% | −51,534−2.2% | 減碼 |
| Bank of New York Mellon Corp | 2,356,862 | $7,304 萬 | 0.01% | −174,857−6.9% | 減碼 |
| Suvretta Capital Management, LLC | 2,684,487 | $8,319 萬 | 3.80% | −761,847−22.1% | 減碼 |
| Geode Capital Management, LLC | 3,069,378 | $9,513 萬 | 0.01% | +195,681+6.8% | 加碼 |
| Franklin Resources Inc | 3,396,727 | $1.05 億 | 0.05% | −15,110−0.4% | 減碼 |
| William Blair Investment Management, LLC | 4,256,687 | $1.32 億 | 0.38% | +14,752+0.3% | 加碼 |
| Macquarie Group Ltd | 4,651,492 | $1.44 億 | 0.17% | −2,2800.0% | 減碼 |
| FMR LLC | 5,091,614 | $1.58 億 | 0.01% | +786,660+18.3% | 加碼 |
| Deep Track Capital, LP | 5,350,000 | $1.66 億 | 5.81% | −650,000−10.8% | 減碼 |
| Palo Alto Investors LP | 5,511,721 | $1.71 億 | 15.39% | −377,770−6.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 5,850,606 | $1.81 億 | 0.12% | −2,474,278−29.7% | 減碼 |
| State Street Corp | 5,929,933 | $1.84 億 | 0.01% | +875,550+17.3% | 加碼 |
| Price T Rowe Associates Inc | 10,763,771 | $3.34 億 | 0.04% | +356,555+3.4% | 加碼 |
| BlackRock Inc. | 11,492,282 | $3.56 億 | 0.01% | +1,101,592+10.6% | 加碼 |
| Vanguard Group Inc | 14,125,521 | $4.38 億 | 0.01% | −219,991−1.5% | 減碼 |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −154,900−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −106,160−100.0% | 清倉 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −79,471−100.0% | 清倉 |
| Swedbank AB | 0 | $0 | 0.00% | −74,557−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −73,129−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −66,573−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −41,337−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,165−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −31,089−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,800−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −27,867−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,981−100.0% | 清倉 |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,218−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,327−100.0% | 清倉 |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −2,717−100.0% | 清倉 |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −2,099−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −1,130−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −115−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| International Biotechnology Trust PLC | – | – | – | – | 本季未申報 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| Quantamental Technologies LLC | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |