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。
2025 年第 1 季 13F 持有人
INSMED Inc 在 2025/3/31 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
- 442
- 較 2024 年第 4 季 +9 家
- 持有股數
- 2.00 億
- 較 2024 年第 4 季 +834.2 萬 (+4.4%)
- 總市值
- $152.6 億
- 較 2024 年第 4 季 +$20.5 億 (+15.5%)
- 新進機構
- 57
- 另有 184 家加碼
- 清倉機構
- 48
- 另有 150 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 18,268,122 | $13.9 億 | 0.03% | +49,149+0.3% | 加碼 |
| BlackRock, Inc. | 16,048,882 | $12.2 億 | 0.03% | +15,938+0.1% | 加碼 |
| Darwin Global Management, Ltd. | 15,397,975 | $12.0 億 | 82.08% | +2,437,437+18.8% | 加碼 |
| Price T Rowe Associates Inc | 12,923,541 | $9.86 億 | 0.12% | +219,131+1.7% | 加碼 |
| Capital International Investors | 7,198,485 | $5.49 億 | 0.11% | +81,488+1.1% | 加碼 |
| JPMorgan Chase & Co | 6,354,022 | $4.85 億 | 0.04% | +3,067,774+93.4% | 加碼 |
| State Street Corp | 5,747,293 | $4.38 億 | 0.02% | −358,860−5.9% | 減碼 |
| Baker Bros. Advisors LP | 5,380,626 | $4.10 億 | 4.54% | +373,763+7.5% | 加碼 |
| Geode Capital Management, LLC | 4,288,735 | $3.27 億 | 0.03% | +201,592+4.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 3,446,944 | $2.63 億 | 0.49% | +1,799,382+109.2% | 加碼 |
| FMR LLC | 3,394,384 | $2.59 億 | 0.02% | −1,461,865−30.1% | 減碼 |
| Artisan Partners Limited Partnership | 3,217,268 | $2.45 億 | 0.40% | +90,929+2.9% | 加碼 |
| RTW Investments, LP | 3,014,558 | $2.30 億 | 3.52% | 00.0% | 不變 |
| Ameriprise Financial Inc | 2,951,622 | $2.25 億 | 0.06% | +101,525+3.6% | 加碼 |
| Alliancebernstein L.P. | 2,423,513 | $1.85 億 | 0.07% | +59,952+2.5% | 加碼 |
| FIL Ltd | 2,390,201 | $1.82 億 | 0.17% | −247,959−9.4% | 減碼 |
| Macquarie Group Ltd | 2,362,105 | $1.80 億 | 0.22% | +48,946+2.1% | 加碼 |
| William Blair Investment Management, LLC | 2,313,217 | $1.76 億 | 0.50% | −120,226−4.9% | 減碼 |
| Franklin Resources Inc | 2,148,284 | $1.64 億 | 0.05% | −11,819−0.5% | 減碼 |
| Holocene Advisors, LP | 2,026,422 | $1.55 億 | 0.46% | +1,338,710+194.7% | 加碼 |
| Pictet Asset Management Holding SA | 2,013,329 | $1.54 億 | 0.17% | +53,611+2.7% | 加碼 |
| Clearbridge Investments, LLC | 1,828,728 | $1.40 億 | 0.12% | −49,722−2.6% | 減碼 |
| Invesco Ltd. | 1,791,324 | $1.37 億 | 0.03% | +775,234+76.3% | 加碼 |
| Principal Financial Group Inc | 1,755,373 | $1.34 億 | 0.08% | −62,270−3.4% | 減碼 |
| Norges Bank | 1,742,843 | $1.33 億 | 0.02% | −90,967−5.0% | 減碼 |
| Northern Trust Corp | 1,683,838 | $1.28 億 | 0.02% | −66,804−3.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,602,655 | $1.22 億 | 0.02% | +56,048+3.6% | 加碼 |
| Janus Henderson Group PLC | 1,545,419 | $1.21 億 | 0.07% | +99,723+6.9% | 加碼 |
| Hood River Capital Management LLC | 1,558,286 | $1.19 億 | 2.03% | +32,658+2.1% | 加碼 |
| Integral Health Asset Management, LLC | 1,550,000 | $1.18 億 | 13.10% | 00.0% | 不變 |
| Suvretta Capital Management, LLC | 1,492,383 | $1.14 億 | 4.61% | −119,178−7.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 1,476,948 | $1.13 億 | 0.07% | −505,759−25.5% | 減碼 |
| Westfield Capital Management Co LP | 1,406,609 | $1.07 億 | 0.52% | +468,058+49.9% | 加碼 |
| Goldman Sachs Group Inc | 1,402,621 | $1.07 億 | 0.02% | −317,428−18.5% | 減碼 |
| GW&K Investment Management, LLC | 1,377,726 | $1.05 億 | 0.97% | +242,333+21.3% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,369,050 | $1.04 億 | 3.50% | +775,580+130.7% | 加碼 |
| Bank of America Corp | 1,352,999 | $1.03 億 | 0.01% | +245,333+22.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,350,587 | $1.03 億 | 0.37% | −106,623−7.3% | 減碼 |
| Wellington Management Group LLP | 1,222,627 | $9,327 萬 | 0.02% | +470,401+62.5% | 加碼 |
| Eventide Asset Management, LLC | 1,181,675 | $9,016 萬 | 1.80% | +80,682+7.3% | 加碼 |
| Nuveen, LLC | 1,158,094 | $8,835 萬 | 0.03% | +1,158,094 | 新進 |
| Bank of New York Mellon Corp | 1,156,750 | $8,825 萬 | 0.02% | −281,716−19.6% | 減碼 |
| Vestal Point Capital, LP | 1,075,000 | $8,201 萬 | 5.86% | +175,000+19.4% | 加碼 |
| TimesSquare Capital Management, LLC | 1,064,148 | $8,118 萬 | 1.31% | +379,764+55.5% | 加碼 |
| Morgan Stanley | 1,059,656 | $8,084 萬 | 0.01% | −291,709−21.6% | 減碼 |
| Loomis Sayles & Co L P | 1,009,466 | $7,701 萬 | 0.11% | −165,325−14.1% | 減碼 |
| Palo Alto Investors LP | 987,153 | $7,531 萬 | 14.34% | −616,312−38.4% | 減碼 |
| American Century Companies Inc | 872,123 | $6,653 萬 | 0.04% | +59,343+7.3% | 加碼 |
| Jennison Associates LLC | 748,313 | $5,709 萬 | 0.04% | −25,500−3.3% | 減碼 |
| Alyeska Investment Group, L.P. | 735,000 | $5,607 萬 | 0.22% | −200,779−21.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 734,880 | $5,606 萬 | 0.07% | +226,093+44.4% | 加碼 |
| Polar Capital Holdings Plc | 728,755 | $5,560 萬 | 0.34% | −1,245−0.2% | 減碼 |
| Novo Holdings A/S | 724,666 | $5,528 萬 | 4.21% | 00.0% | 不變 |
| Summit Partners Public Asset Management, LLC | 704,366 | $5,374 萬 | 2.58% | +65,518+10.3% | 加碼 |
| Marshall Wace, LLP | 696,237 | $5,312 萬 | 0.07% | −367,978−34.6% | 減碼 |
| Millennium Management LLC | 679,191 | $5,182 萬 | 0.05% | −19,815−2.8% | 減碼 |
| Brown Advisory Inc | 672,450 | $5,130 萬 | 0.07% | +9,453+1.4% | 加碼 |
| Long Focus Capital Management, LLC | 630,800 | $4,812 萬 | 3.27% | −20,000−3.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 613,269 | $4,679 萬 | 0.13% | −41,632−6.4% | 減碼 |
| Emerald Advisers, LLC | 594,013 | $4,532 萬 | 2.04% | −90,623−13.2% | 減碼 |
| Ensign Peak Advisors, Inc | 589,399 | $4,497 萬 | 0.09% | +60,350+11.4% | 加碼 |
| Voya Investment Management LLC | 585,428 | $4,466 萬 | 0.05% | +36,561+6.7% | 加碼 |
| Fiera Capital Corp | 579,237 | $4,419 萬 | 0.16% | −2,617−0.4% | 減碼 |
| Frontier Capital Management Co LLC | 557,587 | $4,254 萬 | 0.47% | +122,581+28.2% | 加碼 |
| UBS Asset Management Americas Inc | 539,484 | $4,116 萬 | 0.01% | +52,637+10.8% | 加碼 |
| Cormorant Asset Management, LP | 525,000 | $4,005 萬 | 3.03% | −125,000−19.2% | 減碼 |
| Rock Springs Capital Management LP | 515,900 | $3,936 萬 | 2.25% | −34,100−6.2% | 減碼 |
| Perceptive Advisors LLC | 509,300 | $3,885 萬 | 1.38% | +365,300+253.7% | 加碼 |
| TD Asset Management Inc | 502,232 | $3,832 萬 | 0.04% | −24,658−4.7% | 減碼 |
| 1832 Asset Management L.P. | 487,800 | $3,721 萬 | 0.07% | +487,800 | 新進 |
| UBS Group AG | 477,636 | $3,644 萬 | 0.01% | +71,911+17.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 461,663 | $3,522 萬 | 0.03% | +274,647+146.9% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 458,000 | $3,494 萬 | 0.69% | +458,000 | 新進 |
| Candriam Luxembourg S.C.A. | 455,408 | $3,474 萬 | 0.22% | +1,888+0.4% | 加碼 |
| Paradigm Biocapital Advisors LP | 451,359 | $3,443 萬 | 1.59% | +451,359 | 新進 |
| Nwi Management LP | 450,000 | $3,433 萬 | 4.58% | +171,000+61.3% | 加碼 |
| Susquehanna International Group, LLP | 448,614 | $3,422 萬 | 0.06% | +4,179+0.9% | 加碼 |
| Eagle Health Investments LP | 443,300 | $3,382 萬 | 8.78% | −70,400−13.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 425,125 | $3,243 萬 | 0.58% | +425,125 | 新進 |
| Allspring Global Investments Holdings, LLC | 438,674 | $3,158 萬 | 0.05% | +15,580+3.7% | 加碼 |
| Victory Capital Management Inc | 409,114 | $3,121 萬 | 0.03% | −1,463−0.4% | 減碼 |
| Raymond James Financial Inc | 408,937 | $3,120 萬 | 0.01% | +45,491+12.5% | 加碼 |
| Two Sigma Investments, LP | 406,903 | $3,104 萬 | 0.07% | −187,093−31.5% | 減碼 |
| First Turn Management, LLC | 401,629 | $3,064 萬 | 6.18% | −45,351−10.1% | 減碼 |
| SEI Investments Co | 395,979 | $3,021 萬 | 0.04% | +33,363+9.2% | 加碼 |
| Fred Alger Management, LLC | 378,331 | $2,886 萬 | 0.16% | −7,129−1.8% | 減碼 |
| Citadel Advisors LLC | 374,815 | $2,859 萬 | 0.03% | +51,080+15.8% | 加碼 |
| Dimensional Fund Advisors LP | 372,000 | $2,839 萬 | 0.01% | +21,061+6.0% | 加碼 |
| New York State Common Retirement Fund | 355,722 | $2,714 萬 | 0.04% | +37,969+11.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 353,831 | $2,699 萬 | 1.92% | −46,793−11.7% | 減碼 |
| Standard Life Aberdeen plc | 336,357 | $2,566 萬 | 0.05% | +46,704+16.1% | 加碼 |
| Driehaus Capital Management LLC | 331,459 | $2,529 萬 | 0.24% | +160,170+93.5% | 加碼 |
| Patient Square Capital LP | 330,250 | $2,519 萬 | 10.42% | +23,083+7.5% | 加碼 |
| Swiss National Bank | 329,300 | $2,512 萬 | 0.02% | +8,200+2.6% | 加碼 |
| Envestnet Asset Management Inc | 325,307 | $2,482 萬 | 0.01% | +68,949+26.9% | 加碼 |
| Silverarc Capital Management, LLC | 321,366 | $2,452 萬 | 5.12% | −50,864−13.7% | 減碼 |
| C WorldWide Group Holding A/S | 321,110 | $2,450 萬 | 0.30% | −22,000−6.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 318,392 | $2,429 萬 | 0.02% | +5,211+1.7% | 加碼 |
| Artia Global Partners LP | 318,239 | $2,428 萬 | 7.12% | +150,300+89.5% | 加碼 |
| Deutsche Bank AG | 310,618 | $2,370 萬 | 0.01% | −178,348−36.5% | 減碼 |