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。
2024 年第 2 季 13F 持有人
INSMED Inc 在 2024/6/30 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
- 378
- 較 2024 年第 1 季 +93 家
- 持有股數
- 1.75 億
- 較 2024 年第 1 季 +2,545 萬 (+17.0%)
- 總市值
- $117.4 億
- 較 2024 年第 1 季 +$76.8 億 (+189.0%)
- 新進機構
- 130
- 另有 132 家加碼
- 清倉機構
- 37
- 另有 100 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,013,010 | $10.7 億 | 0.02% | +1,503,775+10.4% | 加碼 |
| BlackRock Inc. | 14,264,495 | $9.56 億 | 0.02% | +2,464,794+20.9% | 加碼 |
| Price T Rowe Associates Inc | 12,163,368 | $8.15 億 | 0.10% | +1,394,002+12.9% | 加碼 |
| FMR LLC | 7,305,130 | $4.89 億 | 0.03% | −2,013,764−21.6% | 減碼 |
| Capital International Investors | 5,869,888 | $3.93 億 | 0.08% | +4,249,074+262.2% | 加碼 |
| State Street Corp | 4,662,439 | $3.12 億 | 0.01% | −1,242,688−21.0% | 減碼 |
| Geode Capital Management, LLC | 3,640,720 | $2.44 億 | 0.02% | +476,969+15.1% | 加碼 |
| RTW Investments, LP | 3,640,108 | $2.44 億 | 3.78% | +1,775,000+95.2% | 加碼 |
| Baker Bros. Advisors LP | 3,576,038 | $2.40 億 | 3.06% | +3,233,038+942.6% | 加碼 |
| Darwin Global Management, Ltd. | 3,541,095 | $2.37 億 | 27.58% | +3,541,095 | 新進 |
| William Blair Investment Management, LLC | 3,469,728 | $2.32 億 | 0.61% | −744,991−17.7% | 減碼 |
| JPMorgan Chase & Co | 2,926,185 | $1.96 億 | 0.02% | +2,636,654+910.7% | 加碼 |
| Macquarie Group Ltd | 2,746,628 | $1.84 億 | 0.21% | −1,152,876−29.6% | 減碼 |
| Franklin Resources Inc | 2,718,290 | $1.82 億 | 0.06% | −848,723−23.8% | 減碼 |
| Ameriprise Financial Inc | 2,530,994 | $1.70 億 | 0.05% | −204,344−7.5% | 減碼 |
| Suvretta Capital Management, LLC | 2,521,800 | $1.69 億 | 6.90% | +498,800+24.7% | 加碼 |
| Alliancebernstein L.P. | 2,492,275 | $1.67 億 | 0.06% | +345,796+16.1% | 加碼 |
| Artisan Partners Limited Partnership | 2,489,431 | $1.67 億 | 0.25% | +2,489,431 | 新進 |
| T. Rowe Price Investment Management, Inc. | 2,435,962 | $1.63 億 | 0.10% | −1,015,618−29.4% | 減碼 |
| Palo Alto Investors LP | 2,138,963 | $1.43 億 | 16.61% | −2,284,406−51.6% | 減碼 |
| Janus Henderson Group PLC | 2,091,778 | $1.40 億 | 0.08% | −137,685−6.2% | 減碼 |
| Deep Track Capital, LP | 2,000,000 | $1.34 億 | 4.00% | −2,783,679−58.2% | 減碼 |
| Bank of New York Mellon Corp | 1,807,370 | $1.21 億 | 0.02% | −243,941−11.9% | 減碼 |
| Norges Bank | 1,757,425 | $1.18 億 | 0.02% | +168,884+10.6% | 加碼 |
| Principal Financial Group Inc | 1,657,760 | $1.11 億 | 0.07% | +218,480+15.2% | 加碼 |
| Clearbridge Investments, LLC | 1,644,948 | $1.10 億 | 0.09% | +714,539+76.8% | 加碼 |
| Integral Health Asset Management, LLC | 1,550,000 | $1.04 億 | 10.34% | +250,000+19.2% | 加碼 |
| FIL Ltd | 1,518,114 | $1.02 億 | 0.10% | +797,869+110.8% | 加碼 |
| Pictet Asset Management Holding SA | 1,491,135 | $9,991 萬 | 0.11% | −38,873−2.5% | 減碼 |
| Northern Trust Corp | 1,392,107 | $9,327 萬 | 0.02% | +55,310+4.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,329,947 | $8,911 萬 | 0.03% | +792,716+147.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,325,000 | $8,878 萬 | 0.16% | +1,075,000+430.0% | 加碼 |
| Hood River Capital Management LLC | 1,315,392 | $8,813 萬 | 1.83% | +352,891+36.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,306,596 | $8,754 萬 | 0.02% | +179,829+16.0% | 加碼 |
| Marshall Wace, LLP | 1,249,351 | $8,371 萬 | 0.12% | −80,697−6.1% | 減碼 |
| Loomis Sayles & Co L P | 1,226,726 | $8,219 萬 | 0.11% | −265,068−17.8% | 減碼 |
| Millennium Management LLC | 1,198,510 | $8,030 萬 | 0.07% | +921,892+333.3% | 加碼 |
| Goldman Sachs Group Inc | 1,189,901 | $7,972 萬 | 0.02% | +436,291+57.9% | 加碼 |
| Eversept Partners, LP | 1,155,588 | $7,742 萬 | 5.93% | +1,155,588 | 新進 |
| Bank of America Corp | 1,119,208 | $7,499 萬 | 0.01% | +123,080+12.4% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 1,035,970 | $6,941 萬 | 0.27% | +1,035,970 | 新進 |
| Bellevue Group AG | 1,021,700 | $6,845 萬 | 1.11% | −1,120,143−52.3% | 減碼 |
| Wellington Management Group LLP | 938,434 | $6,288 萬 | 0.01% | +938,434 | 新進 |
| Voloridge Investment Management, LLC | 922,002 | $6,177 萬 | 0.23% | +866,276+1,554.5% | 加碼 |
| Point72 Asset Management, L.P. | 858,300 | $5,751 萬 | 0.19% | +858,300 | 新進 |
| Jane Street Group, LLC | 840,000 | $5,628 萬 | 0.06% | +569,027+210.0% | 加碼 |
| Morgan Stanley | 822,804 | $5,513 萬 | 0.00% | −116,799−12.4% | 減碼 |
| Rock Springs Capital Management LP | 808,356 | $5,416 萬 | 1.63% | +808,356 | 新進 |
| Novo Holdings A/S | 800,000 | $5,360 萬 | 2.89% | −539,304−40.3% | 減碼 |
| Citadel Advisors LLC | 799,746 | $5,358 萬 | 0.05% | −127,817−13.8% | 減碼 |
| Frontier Capital Management Co LLC | 774,404 | $5,189 萬 | 0.51% | +27,073+3.6% | 加碼 |
| GW&K Investment Management, LLC | 761,732 | $5,104 萬 | 0.47% | −508,166−40.0% | 減碼 |
| Invesco Ltd. | 756,241 | $5,067 萬 | 0.01% | +588,678+351.3% | 加碼 |
| American Century Companies Inc | 755,271 | $5,060 萬 | 0.03% | +52,647+7.5% | 加碼 |
| Vestal Point Capital, LP | 750,000 | $5,025 萬 | 3.75% | 00.0% | 不變 |
| Jennison Associates LLC | 744,280 | $4,987 萬 | 0.03% | +625,768+528.0% | 加碼 |
| Voya Investment Management LLC | 743,725 | $4,983 萬 | 0.05% | +271,719+57.6% | 加碼 |
| Long Focus Capital Management, LLC | 740,900 | $4,964 萬 | 5.13% | +309,251+71.6% | 加碼 |
| Eventide Asset Management, LLC | 675,185 | $4,524 萬 | 0.77% | +40,000+6.3% | 加碼 |
| Cormorant Asset Management, LP | 675,000 | $4,523 萬 | 2.63% | +100,000+17.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 654,348 | $4,384 萬 | 0.11% | −317,965−32.7% | 減碼 |
| Octagon Capital Advisors LP | 650,216 | $4,356 萬 | 7.19% | −489,784−43.0% | 減碼 |
| Emerald Advisers, LLC | 640,267 | $4,290 萬 | 1.80% | +10,088+1.6% | 加碼 |
| Kingdon Capital Management, L.L.C. | 625,000 | $4,188 萬 | 6.47% | +170,000+37.4% | 加碼 |
| MPM Oncology Impact Management LP | 615,391 | $4,123 萬 | 6.41% | +84,597+15.9% | 加碼 |
| Fiera Capital Corp | 605,527 | $4,057 萬 | 0.13% | +605,527 | 新進 |
| Lord, Abbett & Co. LLC | 582,577 | $3,903 萬 | 0.13% | +582,577 | 新進 |
| Farallon Capital Management, L.L.C. | 568,000 | $3,806 萬 | 0.22% | +568,000 | 新進 |
| Candriam Luxembourg S.C.A. | 555,934 | $3,725 萬 | 0.23% | +165,734+42.5% | 加碼 |
| First Light Asset Management, LLC | 551,303 | $3,694 萬 | 3.24% | +268,537+95.0% | 加碼 |
| TD Asset Management Inc | 525,682 | $3,522 萬 | 0.03% | +98,504+23.1% | 加碼 |
| Eagle Health Investments LP | 513,700 | $3,442 萬 | 6.15% | +513,700 | 新進 |
| Fred Alger Management, LLC | 498,572 | $3,340 萬 | 0.16% | +498,572 | 新進 |
| Emerald Mutual Fund Advisers Trust | 493,849 | $3,309 萬 | 1.73% | +9,135+1.9% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 470,700 | $3,154 萬 | 0.71% | +470,700 | 新進 |
| Hudson Bay Capital Management LP | 467,500 | $3,132 萬 | 0.24% | −159,310−25.4% | 減碼 |
| UBS Asset Management Americas Inc | 437,255 | $2,930 萬 | 0.01% | +30,230+7.4% | 加碼 |
| Avidity Partners Management LP | 430,000 | $2,881 萬 | 1.22% | +430,000 | 新進 |
| Alyeska Investment Group, L.P. | 428,804 | $2,873 萬 | 0.17% | +228,804+114.4% | 加碼 |
| Iron Triangle Partners LP | 413,196 | $2,768 萬 | 2.90% | +413,196 | 新進 |
| Assenagon Asset Management S.A. | 391,054 | $2,620 萬 | 0.07% | −820,506−67.7% | 減碼 |
| Samlyn Capital, LLC | 359,254 | $2,407 萬 | 0.41% | −228,380−38.9% | 減碼 |
| Ensign Peak Advisors, Inc | 359,029 | $2,405 萬 | 0.04% | +17,455+5.1% | 加碼 |
| Panagora Asset Management Inc | 356,135 | $2,386 萬 | 0.12% | −158,694−30.8% | 減碼 |
| C WorldWide Group Holding A/S | 343,110 | $2,299 萬 | 0.25% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 328,073 | $2,198 萬 | 0.04% | +323,772+7,527.8% | 加碼 |
| First Turn Management, LLC | 323,360 | $2,167 萬 | 3.52% | +323,360 | 新進 |
| New York State Common Retirement Fund | 322,299 | $2,159 萬 | 0.03% | +267,090+483.8% | 加碼 |
| Tri Locum Partners LP | 316,501 | $2,121 萬 | 5.36% | +316,501 | 新進 |
| Eagle Asset Management Inc | 314,690 | $2,088 萬 | 0.11% | −209,682−40.0% | 減碼 |
| Two Sigma Advisers, LP | 295,400 | $1,979 萬 | 0.04% | −421,000−58.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 288,551 | $1,933 萬 | 0.03% | +114,529+65.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 283,011 | $1,896 萬 | 0.02% | +50,330+21.6% | 加碼 |
| SEI Investments Co | 277,712 | $1,861 萬 | 0.03% | +196,639+242.5% | 加碼 |
| Swiss National Bank | 277,500 | $1,859 萬 | 0.01% | +9,100+3.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 271,535 | $1,819 萬 | 0.84% | +271,535 | 新進 |
| Susquehanna Fundamental Investments, LLC | 270,960 | $1,815 萬 | 0.42% | +104,551+62.8% | 加碼 |
| Granahan Investment Management Inc | 259,275 | $1,737 萬 | 0.69% | +125,520+93.8% | 加碼 |
| Deutsche Bank AG | 255,989 | $1,715 萬 | 0.01% | +1,429+0.6% | 加碼 |
| Polar Capital Holdings Plc | 255,000 | $1,709 萬 | 0.10% | +3,300+1.3% | 加碼 |