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 3 季 13F 持有人
INSMED Inc 在 2024/9/30 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
- 414
- 較 2024 年第 2 季 +39 家
- 持有股數
- 1.88 億
- 較 2024 年第 2 季 +2,735 萬 (+17.0%)
- 總市值
- $137.3 億
- 較 2024 年第 2 季 +$29.7 億 (+27.6%)
- 新進機構
- 77
- 另有 185 家加碼
- 清倉機構
- 38
- 另有 113 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,143,177 | $12.5 億 | 0.02% | +1,130,167+7.1% | 加碼 |
| BlackRock, Inc. | 14,970,152 | $10.9 億 | 0.02% | +14,970,152 | 新進 |
| Price T Rowe Associates Inc | 12,580,981 | $9.18 億 | 0.11% | +417,613+3.4% | 加碼 |
| Darwin Global Management, Ltd. | 10,497,277 | $7.66 億 | 62.31% | +6,956,182+196.4% | 加碼 |
| FMR LLC | 7,191,518 | $5.25 億 | 0.03% | −113,612−1.6% | 減碼 |
| Capital International Investors | 6,523,791 | $4.76 億 | 0.09% | +653,903+11.1% | 加碼 |
| State Street Corp | 6,178,230 | $4.51 億 | 0.02% | +1,515,791+32.5% | 加碼 |
| Baker Bros. Advisors LP | 4,415,918 | $3.22 億 | 3.34% | +839,880+23.5% | 加碼 |
| Geode Capital Management, LLC | 3,813,384 | $2.78 億 | 0.02% | +172,664+4.7% | 加碼 |
| JPMorgan Chase & Co | 3,306,346 | $2.41 億 | 0.02% | +380,161+13.0% | 加碼 |
| RTW Investments, LP | 3,272,008 | $2.39 億 | 3.46% | −368,100−10.1% | 減碼 |
| Artisan Partners Limited Partnership | 2,884,097 | $2.11 億 | 0.32% | +394,666+15.9% | 加碼 |
| Franklin Resources Inc | 2,721,389 | $2.04 億 | 0.06% | +3,099+0.1% | 加碼 |
| Ameriprise Financial Inc | 2,580,419 | $1.88 億 | 0.05% | +49,425+2.0% | 加碼 |
| Alliancebernstein L.P. | 2,450,093 | $1.79 億 | 0.06% | −42,182−1.7% | 減碼 |
| FIL Ltd | 2,439,748 | $1.78 億 | 0.16% | +921,634+60.7% | 加碼 |
| William Blair Investment Management, LLC | 2,420,908 | $1.77 億 | 0.44% | −1,048,820−30.2% | 減碼 |
| Macquarie Group Ltd | 2,285,921 | $1.67 億 | 0.18% | −460,707−16.8% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,277,143 | $1.66 億 | 0.10% | −158,819−6.5% | 減碼 |
| Palo Alto Investors LP | 1,940,993 | $1.42 億 | 18.40% | −197,970−9.3% | 減碼 |
| Principal Financial Group Inc | 1,871,890 | $1.37 億 | 0.07% | +214,130+12.9% | 加碼 |
| Pictet Asset Management Holding SA | 1,863,341 | $1.36 億 | 0.15% | +372,206+25.0% | 加碼 |
| Clearbridge Investments, LLC | 1,808,767 | $1.32 億 | 0.10% | +163,819+10.0% | 加碼 |
| Norges Bank | 1,656,767 | $1.21 億 | 0.02% | −100,658−5.7% | 減碼 |
| Suvretta Capital Management, LLC | 1,635,709 | $1.19 億 | 4.29% | −886,091−35.1% | 減碼 |
| Vestal Point Capital, LP | 1,600,000 | $1.17 億 | 9.22% | +850,000+113.3% | 加碼 |
| Janus Henderson Group PLC | 1,488,904 | $1.09 億 | 0.06% | −602,874−28.8% | 減碼 |
| Hood River Capital Management LLC | 1,472,555 | $1.07 億 | 1.74% | +157,163+11.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,470,961 | $1.07 億 | 0.34% | +888,384+152.5% | 加碼 |
| Bank of New York Mellon Corp | 1,470,217 | $1.07 億 | 0.02% | −337,153−18.7% | 減碼 |
| Northern Trust Corp | 1,459,964 | $1.07 億 | 0.02% | +67,857+4.9% | 加碼 |
| Integral Health Asset Management, LLC | 1,450,000 | $1.06 億 | 12.46% | −100,000−6.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,444,266 | $1.05 億 | 0.02% | +137,670+10.5% | 加碼 |
| Goldman Sachs Group Inc | 1,393,049 | $1.02 億 | 0.02% | +203,148+17.1% | 加碼 |
| Morgan Stanley | 1,320,991 | $9,643 萬 | 0.01% | +498,187+60.5% | 加碼 |
| Loomis Sayles & Co L P | 1,210,187 | $8,834 萬 | 0.12% | −16,539−1.3% | 減碼 |
| Bank of America Corp | 1,153,898 | $8,423 萬 | 0.01% | +34,690+3.1% | 加碼 |
| GW&K Investment Management, LLC | 1,153,515 | $8,421 萬 | 0.72% | +391,783+51.4% | 加碼 |
| Eversept Partners, LP | 1,089,404 | $7,953 萬 | 6.10% | −66,184−5.7% | 減碼 |
| Invesco Ltd. | 1,062,395 | $7,755 萬 | 0.01% | +306,154+40.5% | 加碼 |
| Nuveen Asset Management, LLC | 1,061,157 | $7,746 萬 | 0.02% | −268,790−20.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,032,562 | $7,538 萬 | 0.13% | −292,438−22.1% | 減碼 |
| Wellington Management Group LLP | 962,459 | $7,026 萬 | 0.01% | +24,025+2.6% | 加碼 |
| Eventide Asset Management, LLC | 906,395 | $6,617 萬 | 1.14% | +231,210+34.2% | 加碼 |
| Assenagon Asset Management S.A. | 857,360 | $6,259 萬 | 0.13% | +466,306+119.2% | 加碼 |
| Two Sigma Investments, LP | 801,139 | $5,848 萬 | 0.13% | +693,395+643.6% | 加碼 |
| Marshall Wace, LLP | 771,211 | $5,630 萬 | 0.07% | −478,140−38.3% | 減碼 |
| Jennison Associates LLC | 769,253 | $5,616 萬 | 0.03% | +24,973+3.4% | 加碼 |
| Alyeska Investment Group, L.P. | 747,402 | $5,456 萬 | 0.28% | +318,598+74.3% | 加碼 |
| Voya Investment Management LLC | 745,794 | $5,444 萬 | 0.06% | +2,069+0.3% | 加碼 |
| Voloridge Investment Management, LLC | 738,951 | $5,394 萬 | 0.20% | −183,051−19.9% | 減碼 |
| Novo Holdings A/S | 724,666 | $5,290 萬 | 2.63% | −75,334−9.4% | 減碼 |
| American Century Companies Inc | 723,683 | $5,283 萬 | 0.03% | −31,588−4.2% | 減碼 |
| Emerald Advisers, LLC | 689,807 | $5,036 萬 | 1.95% | +49,540+7.7% | 加碼 |
| First Light Asset Management, LLC | 688,910 | $5,029 萬 | 4.18% | +137,607+25.0% | 加碼 |
| Rock Springs Capital Management LP | 683,344 | $4,988 萬 | 1.62% | −125,012−15.5% | 減碼 |
| Polar Capital Holdings Plc | 680,000 | $4,964 萬 | 0.29% | +425,000+166.7% | 加碼 |
| Jane Street Group, LLC | 659,675 | $4,816 萬 | 0.08% | −180,325−21.5% | 減碼 |
| Long Focus Capital Management, LLC | 628,900 | $4,591 萬 | 4.06% | −112,000−15.1% | 減碼 |
| Man Group plc | 615,946 | $4,496 萬 | 0.13% | +575,513+1,423.4% | 加碼 |
| MPM Oncology Impact Management LP | 615,391 | $4,492 萬 | 6.74% | 00.0% | 不變 |
| Frontier Capital Management Co LLC | 594,106 | $4,337 萬 | 0.41% | −180,298−23.3% | 減碼 |
| Fiera Capital Corp | 592,415 | $4,325 萬 | 0.13% | −13,112−2.2% | 減碼 |
| Avidity Partners Management LP | 592,000 | $4,322 萬 | 2.20% | +162,000+37.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 578,356 | $4,222 萬 | 1.90% | +306,821+113.0% | 加碼 |
| Millennium Management LLC | 564,856 | $4,123 萬 | 0.04% | −633,654−52.9% | 減碼 |
| Bellevue Group AG | 525,434 | $3,836 萬 | 0.62% | −496,266−48.6% | 減碼 |
| Eagle Health Investments LP | 513,700 | $3,750 萬 | 7.23% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 509,439 | $3,719 萬 | 0.09% | −144,909−22.1% | 減碼 |
| TD Asset Management Inc | 513,082 | $3,719 萬 | 0.03% | −12,600−2.4% | 減碼 |
| Cormorant Asset Management, LP | 500,000 | $3,650 萬 | 1.94% | −175,000−25.9% | 減碼 |
| Qube Research & Technologies Ltd | 489,307 | $3,572 萬 | 0.07% | +489,307 | 新進 |
| Emerald Mutual Fund Advisers Trust | 487,664 | $3,560 萬 | 1.85% | −6,185−1.3% | 減碼 |
| Squarepoint Ops LLC | 485,618 | $3,545 萬 | 0.12% | +435,071+860.7% | 加碼 |
| Ensign Peak Advisors, Inc | 484,121 | $3,534 萬 | 0.06% | +125,092+34.8% | 加碼 |
| TimesSquare Capital Management, LLC | 483,869 | $3,532 萬 | 0.53% | +483,869 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 478,601 | $3,494 萬 | 0.70% | +7,901+1.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 476,494 | $3,478 萬 | 0.20% | −79,440−14.3% | 減碼 |
| Victory Capital Management Inc | 455,959 | $3,329 萬 | 0.03% | +308,819+209.9% | 加碼 |
| Fred Alger Management, LLC | 452,316 | $3,302 萬 | 0.16% | −46,256−9.3% | 減碼 |
| Octagon Capital Advisors LP | 436,820 | $3,189 萬 | 5.11% | −213,396−32.8% | 減碼 |
| UBS Asset Management Americas Inc | 422,936 | $3,087 萬 | 0.01% | −14,319−3.3% | 減碼 |
| Kingdon Capital Management, L.L.C. | 400,000 | $2,920 萬 | 4.29% | −225,000−36.0% | 減碼 |
| Two Sigma Advisers, LP | 392,700 | $2,867 萬 | 0.07% | +97,300+32.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 390,134 | $2,848 萬 | 0.04% | +62,061+18.9% | 加碼 |
| Dimensional Fund Advisors LP | 367,252 | $2,681 萬 | 0.01% | +355,163+2,937.9% | 加碼 |
| First Turn Management, LLC | 356,451 | $2,602 萬 | 4.12% | +33,091+10.2% | 加碼 |
| Silverarc Capital Management, LLC | 347,695 | $2,538 萬 | 5.72% | +207,695+148.4% | 加碼 |
| C WorldWide Group Holding A/S | 343,110 | $2,505 萬 | 0.26% | 00.0% | 不變 |
| Citadel Advisors LLC | 336,562 | $2,457 萬 | 0.03% | −463,184−57.9% | 減碼 |
| SEI Investments Co | 333,597 | $2,435 萬 | 0.03% | +55,885+20.1% | 加碼 |
| Barclays PLC | 332,063 | $2,424 萬 | 0.01% | +223,468+205.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 316,876 | $2,313 萬 | 0.02% | +255,268+414.3% | 加碼 |
| Point72 Asset Management, L.P. | 315,151 | $2,301 萬 | 0.08% | −543,149−63.3% | 減碼 |
| UBS Group AG | 309,992 | $2,263 萬 | 0.01% | +76,003+32.5% | 加碼 |
| Swiss National Bank | 302,500 | $2,208 萬 | 0.01% | +25,000+9.0% | 加碼 |
| New York State Common Retirement Fund | 292,779 | $2,137 萬 | 0.03% | −29,520−9.2% | 減碼 |
| Panagora Asset Management Inc | 290,470 | $2,120 萬 | 0.10% | −65,665−18.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 288,073 | $2,103 萬 | 0.02% | +5,062+1.8% | 加碼 |
| Sofinnova Investments, Inc. | 286,307 | $2,090 萬 | 1.73% | +58,560+25.7% | 加碼 |