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 |
|---|---|---|---|---|---|
| Artia Global Partners LP | 53,436 | $358.0 萬 | 0.92% | −64,800−54.8% | 減碼 |
| Comerica Bank | 53,775 | $360.3 萬 | 0.01% | +4,235+8.5% | 加碼 |
| EFG Asset Management (North America) Corp. | 53,898 | $361.1 萬 | 0.63% | −18,640−25.7% | 減碼 |
| Citigroup Inc | 54,939 | $368.1 萬 | 0.00% | −271,627−83.2% | 減碼 |
| Russell Investments Group, Ltd. | 55,164 | $369.6 萬 | 0.01% | +33,063+149.6% | 加碼 |
| First Trust Advisors LP | 55,448 | $371.5 萬 | 0.00% | −1,381,726−96.1% | 減碼 |
| Prudential Financial Inc | 56,094 | $375.8 萬 | 0.01% | +45,657+437.5% | 加碼 |
| Hillsdale Investment Management Inc. | 56,600 | $379.2 萬 | 0.30% | +56,600 | 新進 |
| State of New Jersey Common Pension Fund D | 56,661 | $379.6 萬 | 0.02% | −40,317−41.6% | 減碼 |
| Exome Asset Management LLC | 56,800 | $380.6 萬 | 3.39% | −14,900−20.8% | 減碼 |
| AQR Capital Management LLC | 60,527 | $405.5 萬 | 0.01% | +22,616+59.7% | 加碼 |
| Oak Ridge Investments LLC | 60,851 | $407.7 萬 | 0.39% | −23,330−27.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 61,608 | $412.8 萬 | 0.00% | −178,376−74.3% | 減碼 |
| Raymond James & Associates | 64,944 | $435.1 萬 | 0.00% | +2,943+4.7% | 加碼 |
| Ghost Tree Capital, LLC | 65,000 | $435.5 萬 | 1.52% | −85,000−56.7% | 減碼 |
| FORA Capital, LLC | 69,487 | $465.6 萬 | 0.57% | +69,487 | 新進 |
| Lion Point Capital, LP | 70,335 | $471.2 萬 | 14.75% | 00.0% | 不變 |
| Acuta Capital Partners, LLC | 72,100 | $483.1 萬 | 4.07% | +10,382+16.8% | 加碼 |
| Picton Mahoney Asset Management | 73,792 | $494.5 萬 | 0.21% | +73,792 | 新進 |
| Nicholas Investment Partners, LP | 74,871 | $501.6 萬 | 0.52% | +74,871 | 新進 |
| Mutual of America Capital Management LLC | 77,839 | $521.5 萬 | 0.06% | +6,691+9.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 77,972 | $522.4 萬 | 0.04% | −291,946−78.9% | 減碼 |
| Parkman Healthcare Partners LLC | 80,271 | $537.8 萬 | 0.73% | −12,761−13.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 80,734 | $540.9 萬 | 0.01% | +80,734 | 新進 |
| Corebridge Financial, Inc. | 83,567 | $559.9 萬 | 0.03% | +83,567 | 新進 |
| StemPoint Capital LP | 86,980 | $582.8 萬 | 1.71% | −185,468−68.1% | 減碼 |
| MetLife Investment Management | 89,570 | $600.1 萬 | 0.04% | +18,545+26.1% | 加碼 |
| WCM Investment Management, LLC | 93,524 | $626.1 萬 | 0.01% | −226,477−70.8% | 減碼 |
| EAM Global Investors LLC | 94,392 | $632.4 萬 | 1.42% | +94,392 | 新進 |
| Jump Financial, LLC | 94,960 | $636.2 萬 | 0.13% | +94,960 | 新進 |
| Royce & Associates LP | 95,027 | $636.7 萬 | 0.06% | +95,027 | 新進 |
| Rice Hall James & Associates, LLC | 96,824 | $648.7 萬 | 0.39% | −82,508−46.0% | 減碼 |
| Rhenman & Partners Asset Management AB | 99,513 | $666.7 萬 | 0.64% | +99,513 | 新進 |
| Tang Capital Management LLC | 100,000 | $670.0 萬 | 0.68% | +100,000 | 新進 |
| Soleus Capital Management, L.P. | 102,472 | $686.6 萬 | 0.61% | −147,528−59.0% | 減碼 |
| Essex Investment Management Co LLC | 103,184 | $691.3 萬 | 1.29% | −5,445−5.0% | 減碼 |
| State of Wisconsin Investment Board | 103,239 | $691.7 萬 | 0.02% | +3,791+3.8% | 加碼 |
| Driehaus Capital Management LLC | 104,041 | $697.1 萬 | 0.07% | +104,041 | 新進 |
| Two Sigma Investments, LP | 107,744 | $721.9 萬 | 0.02% | −352,429−76.6% | 減碼 |
| EAM Investors, LLC | 107,781 | $722.1 萬 | 1.17% | +107,781 | 新進 |
| Barclays PLC | 108,595 | $727.6 萬 | 0.00% | −119,341−52.4% | 減碼 |
| Standard Life Aberdeen plc | 111,612 | $747.8 萬 | 0.01% | −21,887−16.4% | 減碼 |
| Rafferty Asset Management, LLC | 112,214 | $751.8 萬 | 0.03% | −217,421−66.0% | 減碼 |
| Scout Investments, Inc. | 113,431 | $760.0 萬 | 0.20% | −162,239−58.9% | 減碼 |
| Neuberger Berman Group LLC | 113,748 | $762.1 萬 | 0.01% | −57,169−33.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 114,651 | $768.2 萬 | 0.39% | −32,261−22.0% | 減碼 |
| Allianz Asset Management GmbH | 115,177 | $771.7 萬 | 0.01% | +24,500+27.0% | 加碼 |
| Affinity Asset Advisors, LLC | 125,000 | $837.5 萬 | 1.32% | +125,000 | 新進 |
| Axiom Investors LLC | 125,598 | $841.5 萬 | 0.07% | +61,547+96.1% | 加碼 |
| HighVista Strategies LLC | 126,780 | $849.4 萬 | 3.10% | 00.0% | 不變 |
| Ally Bridge Group (NY) LLC | 129,000 | $864.3 萬 | 5.15% | −121,000−48.4% | 減碼 |
| California State Teachers Retirement System | 138,734 | $929.5 萬 | 0.01% | +2,627+1.9% | 加碼 |
| Silverarc Capital Management, LLC | 140,000 | $938.0 萬 | 2.32% | +26,384+23.2% | 加碼 |
| Cinctive Capital Management LP | 145,557 | $975.2 萬 | 0.52% | +85,294+141.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 146,676 | $982.7 萬 | 0.17% | +146,676 | 新進 |
| Victory Capital Management Inc | 147,140 | $985.8 萬 | 0.01% | +128,098+672.7% | 加碼 |
| Legal & General Group Plc | 149,563 | $1,002 萬 | 0.00% | +7,739+5.5% | 加碼 |
| Susquehanna International Group, LLP | 151,024 | $1,012 萬 | 0.02% | +5,526+3.8% | 加碼 |
| Woodline Partners LP | 155,155 | $1,040 萬 | 0.10% | +155,155 | 新進 |
| Balyasny Asset Management LLC | 160,747 | $1,077 萬 | 0.03% | −289,647−64.3% | 減碼 |
| Algert Global LLC | 161,375 | $1,081 萬 | 0.36% | +49,815+44.7% | 加碼 |
| Envestnet Asset Management Inc | 175,464 | $1,176 萬 | 0.00% | +119,214+211.9% | 加碼 |
| Peregrine Capital Management LLC | 179,932 | $1,206 萬 | 0.35% | −110,242−38.0% | 減碼 |
| Perceptive Advisors LLC | 180,000 | $1,206 萬 | 0.29% | +180,000 | 新進 |
| Parallax Volatility Advisers, L.P. | 183,005 | $1,226 萬 | 0.31% | +182,973+571,790.6% | 加碼 |
| Royal Bank of Canada | 189,076 | $1,267 萬 | 0.00% | +151,628+404.9% | 加碼 |
| Altium Capital Management LP | 190,000 | $1,273 萬 | 5.26% | +70,000+58.3% | 加碼 |
| California Public Employees Retirement System | 195,062 | $1,307 萬 | 0.01% | +4,345+2.3% | 加碼 |
| Schroder Investment Management Group | 196,917 | $1,319 萬 | 0.01% | +156,817+391.1% | 加碼 |
| Ra Capital Management, L.P. | 200,000 | $1,340 萬 | 0.18% | +200,000 | 新進 |
| Wells Fargo & Company | 209,130 | $1,401 萬 | 0.00% | +137,677+192.7% | 加碼 |
| AXA S.A. | 227,118 | $1,522 萬 | 0.05% | −61,481−21.3% | 減碼 |
| Cutter Capital Management, LP | 227,637 | $1,525 萬 | 4.65% | +300+0.1% | 加碼 |
| Sofinnova Investments, Inc. | 227,747 | $1,526 萬 | 0.96% | +227,747 | 新進 |
| UBS Group AG | 233,989 | $1,568 萬 | 0.00% | −147,074−38.6% | 減碼 |
| Rhumbline Advisers | 236,527 | $1,585 萬 | 0.01% | +28,865+13.9% | 加碼 |
| PFM Health Sciences, LP | 241,315 | $1,617 萬 | 0.88% | +241,315 | 新進 |
| Great Point Partners LLC | 250,000 | $1,675 萬 | 3.21% | −525,585−67.8% | 減碼 |
| Polar Capital Holdings Plc | 255,000 | $1,709 萬 | 0.10% | +3,300+1.3% | 加碼 |
| Deutsche Bank AG | 255,989 | $1,715 萬 | 0.01% | +1,429+0.6% | 加碼 |
| Granahan Investment Management Inc | 259,275 | $1,737 萬 | 0.69% | +125,520+93.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 270,960 | $1,815 萬 | 0.42% | +104,551+62.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 271,535 | $1,819 萬 | 0.84% | +271,535 | 新進 |
| Swiss National Bank | 277,500 | $1,859 萬 | 0.01% | +9,100+3.4% | 加碼 |
| SEI Investments Co | 277,712 | $1,861 萬 | 0.03% | +196,639+242.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 283,011 | $1,896 萬 | 0.02% | +50,330+21.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 288,551 | $1,933 萬 | 0.03% | +114,529+65.8% | 加碼 |
| Two Sigma Advisers, LP | 295,400 | $1,979 萬 | 0.04% | −421,000−58.8% | 減碼 |
| Eagle Asset Management Inc | 314,690 | $2,088 萬 | 0.11% | −209,682−40.0% | 減碼 |
| Tri Locum Partners LP | 316,501 | $2,121 萬 | 5.36% | +316,501 | 新進 |
| New York State Common Retirement Fund | 322,299 | $2,159 萬 | 0.03% | +267,090+483.8% | 加碼 |
| First Turn Management, LLC | 323,360 | $2,167 萬 | 3.52% | +323,360 | 新進 |
| Allspring Global Investments Holdings, LLC | 328,073 | $2,198 萬 | 0.04% | +323,772+7,527.8% | 加碼 |
| C WorldWide Group Holding A/S | 343,110 | $2,299 萬 | 0.25% | 00.0% | 不變 |
| Panagora Asset Management Inc | 356,135 | $2,386 萬 | 0.12% | −158,694−30.8% | 減碼 |
| Ensign Peak Advisors, Inc | 359,029 | $2,405 萬 | 0.04% | +17,455+5.1% | 加碼 |
| Samlyn Capital, LLC | 359,254 | $2,407 萬 | 0.41% | −228,380−38.9% | 減碼 |
| Assenagon Asset Management S.A. | 391,054 | $2,620 萬 | 0.07% | −820,506−67.7% | 減碼 |
| Iron Triangle Partners LP | 413,196 | $2,768 萬 | 2.90% | +413,196 | 新進 |
| Alyeska Investment Group, L.P. | 428,804 | $2,873 萬 | 0.17% | +228,804+114.4% | 加碼 |