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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 15,991 | $122.0 萬 | 0.08% | +6,600+70.3% | 加碼 |
| Virginia Retirement Systems Et Al | 16,065 | $122.6 萬 | 0.01% | +16,065 | 新進 |
| Schonfeld Strategic Advisors LLC | 16,221 | $123.7 萬 | 0.01% | +7,961+96.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,551 | $133.9 萬 | 0.05% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 17,928 | $136.8 萬 | 0.06% | +17,928 | 新進 |
| Dana Investment Advisors, Inc. | 18,446 | $140.7 萬 | 0.05% | −2,747−13.0% | 減碼 |
| New York Life Investment Management LLC | 18,804 | $143.5 萬 | 0.01% | +929+5.2% | 加碼 |
| Springhill Fund Asset Management (HK) Co Ltd | 19,192 | $146.4 萬 | 7.02% | −50,308−72.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,574 | $149.3 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 19,935 | $152.1 萬 | 0.02% | +5,453+37.7% | 加碼 |
| Simplify Asset Management Inc. | 20,630 | $157.4 萬 | 0.07% | +110+0.5% | 加碼 |
| Cetera Investment Advisers | 20,679 | $157.8 萬 | 0.00% | +10,525+103.7% | 加碼 |
| HSBC Holdings PLC | 21,423 | $161.3 萬 | 0.00% | +315+1.5% | 加碼 |
| XTX Topco Ltd | 21,250 | $162.1 萬 | 0.08% | +21,250 | 新進 |
| HighVista Strategies LLC | 21,440 | $163.6 萬 | 0.63% | −6,172−22.4% | 減碼 |
| Cinctive Capital Management LP | 23,553 | $179.7 萬 | 0.14% | −1,699−6.7% | 減碼 |
| Boothbay Fund Management, LLC | 24,415 | $186.3 萬 | 0.07% | −9,390−27.8% | 減碼 |
| Atomi Financial Group, Inc. | 25,426 | $194.0 萬 | 0.09% | +652+2.6% | 加碼 |
| UBS Oconnor LLC | 25,427 | $194.0 萬 | 0.05% | −1,188−4.5% | 減碼 |
| STRS Ohio | 25,700 | $196.1 萬 | 0.01% | +800+3.2% | 加碼 |
| F/M Investments LLC | 26,153 | $199.5 萬 | 0.08% | −16,640−38.9% | 減碼 |
| First Trust Advisors LP | 26,216 | $200.0 萬 | 0.00% | −40,474−60.7% | 減碼 |
| Assetmark, Inc | 26,233 | $200.1 萬 | 0.01% | −111−0.4% | 減碼 |
| Verition Fund Management LLC | 26,474 | $202.0 萬 | 0.01% | −2,059−7.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 27,789 | $212.0 萬 | 0.01% | +6,705+31.8% | 加碼 |
| OrbiMed Advisors LLC | 28,659 | $218.6 萬 | 0.05% | −65,900−69.7% | 減碼 |
| Natixis Advisors, L.P. | 29,862 | $227.8 萬 | 0.00% | +8,537+40.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 30,000 | $228.9 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 30,406 | $232.0 萬 | 0.00% | −7,347−19.5% | 減碼 |
| Lion Point Capital, LP | 30,500 | $232.7 萬 | 14.84% | −6,200−16.9% | 減碼 |
| MML Investors Services, LLC | 31,209 | $238.1 萬 | 0.01% | +8,254+36.0% | 加碼 |
| Cerity Partners LLC | 31,438 | $239.8 萬 | 0.00% | +13,180+72.2% | 加碼 |
| Mariner, LLC | 31,848 | $243.0 萬 | 0.00% | +1,060+3.4% | 加碼 |
| Profund Advisors LLC | 32,097 | $244.9 萬 | 0.11% | −4,988−13.5% | 減碼 |
| KLP Kapitalforvaltning AS | 34,200 | $260.9 萬 | 0.01% | +1,200+3.6% | 加碼 |
| Kennedy Capital Management, Inc. | 34,397 | $262.4 萬 | 0.06% | −1,661−4.6% | 減碼 |
| Walleye Capital LLC | 34,478 | $263.0 萬 | 0.03% | +34,478 | 新進 |
| Stifel Financial Corp | 35,237 | $268.8 萬 | 0.00% | +8,357+31.1% | 加碼 |
| Guggenheim Capital LLC | 35,446 | $270.4 萬 | 0.03% | +1,104+3.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 35,704 | $272.4 萬 | 0.12% | −8,230−18.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 36,305 | $277.0 萬 | 0.26% | −1,629−4.3% | 減碼 |
| LMR Partners LLP | 36,928 | $281.7 萬 | 0.06% | +36,928 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 37,100 | $283.0 萬 | 0.03% | +362+1.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 37,632 | $287.1 萬 | 0.01% | 00.0% | 不變 |
| Parkman Healthcare Partners LLC | 37,901 | $289.1 萬 | 0.34% | +2,233+6.3% | 加碼 |
| CIBC World Markets Corp | 38,258 | $291.9 萬 | 0.02% | +22,123+137.1% | 加碼 |
| Brinker Capital Investments, LLC | 38,735 | $295.5 萬 | 0.03% | +10,973+39.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 38,735 | $295.5 萬 | 0.03% | +10,973+39.5% | 加碼 |
| Calamos Advisors LLC | 39,301 | $299.8 萬 | 0.01% | +25,925+193.8% | 加碼 |
| Assenagon Asset Management S.A. | 39,778 | $303.5 萬 | 0.01% | −485,415−92.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 39,913 | $304.5 萬 | 0.10% | −30,624−43.4% | 減碼 |
| Hudson Bay Capital Management LP | 40,170 | $306.5 萬 | 0.02% | −169,830−80.9% | 減碼 |
| Legato Capital Management LLC | 41,857 | $319.3 萬 | 0.43% | +4,986+13.5% | 加碼 |
| Oak Ridge Investments LLC | 41,945 | $320.0 萬 | 0.27% | −14,691−25.9% | 減碼 |
| Great West Life Assurance Co | 42,458 | $324.6 萬 | 0.01% | +3,079+7.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,574 | $332.4 萬 | 0.01% | +98+0.2% | 加碼 |
| Algert Global LLC | 44,424 | $338.9 萬 | 0.08% | −31,330−41.4% | 減碼 |
| Truist Financial Corp | 45,074 | $343.9 萬 | 0.01% | +15,036+50.1% | 加碼 |
| ProShare Advisors LLC | 45,489 | $347.0 萬 | 0.01% | −11,502−20.2% | 減碼 |
| Pathstone Holdings, LLC | 45,533 | $347.4 萬 | 0.02% | +8,388+22.6% | 加碼 |
| Teacher Retirement System of Texas | 45,683 | $348.5 萬 | 0.01% | −2,654−5.5% | 減碼 |
| Erste Asset Management GmbH | 47,600 | $371.2 萬 | 0.05% | 00.0% | 不變 |
| Arizona State Retirement System | 48,678 | $371.4 萬 | 0.02% | +1,336+2.8% | 加碼 |
| Handelsbanken Fonder AB | 49,181 | $375.2 萬 | 0.02% | +3,900+8.6% | 加碼 |
| Picton Mahoney Asset Management | 49,784 | $379.8 萬 | 0.13% | +887+1.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 50,000 | $386.2 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 51,213 | $390.7 萬 | 0.00% | +18,456+56.3% | 加碼 |
| AQR Capital Management LLC | 51,239 | $390.9 萬 | 0.00% | −12,932−20.2% | 減碼 |
| Hillsdale Investment Management Inc. | 51,900 | $395.9 萬 | 0.20% | −5,100−8.9% | 減碼 |
| Nwam LLC | 53,789 | $410.4 萬 | 0.35% | +17,693+49.0% | 加碼 |
| Castleark Management LLC | 53,860 | $410.9 萬 | 0.14% | +1,080+2.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 59,070 | $450.6 萬 | 0.02% | −4,991−7.8% | 減碼 |
| Bamco Inc | 60,000 | $457.7 萬 | 0.01% | 00.0% | 不變 |
| EAM Global Investors LLC | 61,508 | $469.2 萬 | 1.28% | +190.0% | 加碼 |
| Essex Investment Management Co LLC | 66,800 | $509.6 萬 | 1.06% | −530−0.8% | 減碼 |
| First Light Asset Management, LLC | 68,153 | $519.9 萬 | 0.59% | −402,039−85.5% | 減碼 |
| Thornburg Investment Management Inc | 68,840 | $525.2 萬 | 0.07% | −5,909−7.9% | 減碼 |
| EAM Investors, LLC | 71,670 | $546.8 萬 | 0.95% | −294−0.4% | 減碼 |
| Creative Planning | 71,744 | $547.3 萬 | 0.01% | +15,034+26.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 72,816 | $555.5 萬 | 0.25% | +13,216+22.2% | 加碼 |
| Aquatic Capital Management LLC | 73,614 | $561.6 萬 | 0.14% | −17,654−19.3% | 減碼 |
| Allianz Asset Management GmbH | 75,284 | $574.3 萬 | 0.01% | +3,534+4.9% | 加碼 |
| Mutual of America Capital Management LLC | 79,141 | $603.8 萬 | 0.07% | +2,093+2.7% | 加碼 |
| Axiom Investors LLC | 79,925 | $609.7 萬 | 0.06% | −3,949−4.7% | 減碼 |
| Corebridge Financial, Inc. | 84,466 | $644.4 萬 | 0.04% | −1,253−1.5% | 減碼 |
| Ikarian Capital, LLC | 84,800 | $646.9 萬 | 2.11% | −35,000−29.2% | 減碼 |
| Ally Bridge Group (NY) LLC | 85,110 | $649.3 萬 | 5.85% | −29,250−25.6% | 減碼 |
| StemPoint Capital LP | 87,059 | $664.2 萬 | 2.12% | −19,551−18.3% | 減碼 |
| ExodusPoint Capital Management, LP | 87,783 | $669.7 萬 | 0.09% | +87,783 | 新進 |
| Rice Hall James & Associates, LLC | 88,041 | $671.7 萬 | 0.39% | −819−0.9% | 減碼 |
| Moody Aldrich Partners LLC | 89,020 | $679.1 萬 | 1.42% | +53,542+150.9% | 加碼 |
| Royce & Associates LP | 90,027 | $686.8 萬 | 0.07% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 94,225 | $718.3 萬 | 1.19% | −13,400−12.5% | 減碼 |
| Atika Capital Management LLC | 96,000 | $732.4 萬 | 1.12% | +96,000 | 新進 |
| Tang Capital Management LLC | 100,000 | $762.9 萬 | 0.42% | 00.0% | 不變 |
| MetLife Investment Management | 100,210 | $764.5 萬 | 0.04% | −3,219−3.1% | 減碼 |
| Tri Locum Partners LP | 101,859 | $777.1 萬 | 3.99% | +101,859 | 新進 |
| Intech Investment Management LLC | 101,979 | $778.0 萬 | 0.08% | +30,752+43.2% | 加碼 |
| Acuta Capital Partners, LLC | 106,074 | $809.2 萬 | 9.38% | +1,274+1.2% | 加碼 |
| Avidity Partners Management LP | 107,000 | $816.3 萬 | 1.68% | −125,800−54.0% | 減碼 |