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 |
|---|---|---|---|---|---|
| Soros Fund Management LLC大師索羅斯基金管理 | 307,211 | $2,344 萬 | 0.42% | −147,878−32.5% | 減碼 |
| Panagora Asset Management Inc | 306,717 | $2,340 萬 | 0.12% | −10,445−3.3% | 減碼 |
| Sofinnova Investments, Inc. | 304,254 | $2,321 萬 | 1.75% | +47,973+18.7% | 加碼 |
| Rhumbline Advisers | 303,557 | $2,316 萬 | 0.02% | +15,220+5.3% | 加碼 |
| Russell Investments Group, Ltd. | 302,996 | $2,312 萬 | 0.03% | +170,842+129.3% | 加碼 |
| Comerica Bank | 290,275 | $2,215 萬 | 0.09% | +119,495+70.0% | 加碼 |
| Barclays PLC | 279,270 | $2,131 萬 | 0.01% | −75,166−21.2% | 減碼 |
| Citigroup Inc | 277,549 | $2,117 萬 | 0.02% | +30,106+12.2% | 加碼 |
| Soleus Capital Management, L.P. | 274,272 | $2,092 萬 | 1.64% | −46,000−14.4% | 減碼 |
| California Public Employees Retirement System | 265,477 | $2,025 萬 | 0.01% | +9,122+3.6% | 加碼 |
| B Group, Inc. | 262,500 | $2,003 萬 | 17.40% | −87,500−25.0% | 減碼 |
| Deep Track Capital, LP | 254,751 | $1,943 萬 | 0.63% | +254,751 | 新進 |
| Woodline Partners LP | 248,770 | $1,898 萬 | 0.12% | +86,540+53.3% | 加碼 |
| Royal Bank of Canada | 245,262 | $1,871 萬 | 0.00% | +61,190+33.2% | 加碼 |
| Nicholas Investment Partners, LP | 223,931 | $1,708 萬 | 1.76% | +41,188+22.5% | 加碼 |
| Kingdon Capital Management, L.L.C. | 215,000 | $1,640 萬 | 3.40% | −10,000−4.4% | 減碼 |
| Wells Fargo & Company | 205,511 | $1,568 萬 | 0.00% | +44,802+27.9% | 加碼 |
| AXA S.A. | 203,857 | $1,555 萬 | 0.05% | −22,964−10.1% | 減碼 |
| Ra Capital Management, L.P. | 200,000 | $1,526 萬 | 0.25% | 00.0% | 不變 |
| Federated Hermes, Inc. | 192,643 | $1,470 萬 | 0.03% | −43,193−18.3% | 減碼 |
| Granahan Investment Management Inc | 187,802 | $1,433 萬 | 0.71% | −21,552−10.3% | 減碼 |
| Cutter Capital Management, LP | 186,384 | $1,422 萬 | 6.19% | −24,500−11.6% | 減碼 |
| Rhenman & Partners Asset Management AB | 185,500 | $1,415 萬 | 1.63% | +124,000+201.6% | 加碼 |
| Peregrine Capital Management LLC | 180,993 | $1,381 萬 | 0.46% | −12,486−6.5% | 減碼 |
| Legal & General Group Plc | 180,202 | $1,375 萬 | 0.00% | +4,188+2.4% | 加碼 |
| Neuberger Berman Group LLC | 176,633 | $1,348 萬 | 0.01% | +27,392+18.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 170,859 | $1,303 萬 | 0.20% | +31,814+22.9% | 加碼 |
| California State Teachers Retirement System | 157,698 | $1,203 萬 | 0.01% | +4,355+2.8% | 加碼 |
| Two Sigma Advisers, LP | 157,200 | $1,199 萬 | 0.03% | −169,300−51.9% | 減碼 |
| Prudential Financial Inc | 155,177 | $1,184 萬 | 0.02% | +8,455+5.8% | 加碼 |
| Bellevue Group AG | 150,550 | $1,149 萬 | 0.26% | −107,933−41.8% | 減碼 |
| WCM Investment Management, LLC | 144,379 | $1,126 萬 | 0.03% | −361−0.2% | 減碼 |
| Rafferty Asset Management, LLC | 145,984 | $1,114 萬 | 0.05% | −34,929−19.3% | 減碼 |
| Affinity Asset Advisors, LLC | 140,000 | $1,068 萬 | 1.67% | +90,000+180.0% | 加碼 |
| Readystate Asset Management LP | 134,569 | $1,027 萬 | 0.52% | +108,379+413.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 132,925 | $1,014 萬 | 0.17% | −138,035−50.9% | 減碼 |
| Schroder Investment Management Group | 127,495 | $994.3 萬 | 0.01% | −140,568−52.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 129,187 | $985.6 萬 | 0.02% | +30,727+31.2% | 加碼 |
| State of Wisconsin Investment Board | 125,975 | $961.1 萬 | 0.02% | +3,864+3.2% | 加碼 |
| Jane Street Group, LLC | 124,587 | $950.5 萬 | 0.02% | −139,134−52.8% | 減碼 |
| Van Eck Associates Corp | 123,552 | $942.6 萬 | 0.01% | +4,318+3.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 109,489 | $836.4 萬 | 0.02% | +4,176+4.0% | 加碼 |
| Avidity Partners Management LP | 107,000 | $816.3 萬 | 1.68% | −125,800−54.0% | 減碼 |
| Acuta Capital Partners, LLC | 106,074 | $809.2 萬 | 9.38% | +1,274+1.2% | 加碼 |
| Intech Investment Management LLC | 101,979 | $778.0 萬 | 0.08% | +30,752+43.2% | 加碼 |
| Tri Locum Partners LP | 101,859 | $777.1 萬 | 3.99% | +101,859 | 新進 |
| MetLife Investment Management | 100,210 | $764.5 萬 | 0.04% | −3,219−3.1% | 減碼 |
| Tang Capital Management LLC | 100,000 | $762.9 萬 | 0.42% | 00.0% | 不變 |
| Atika Capital Management LLC | 96,000 | $732.4 萬 | 1.12% | +96,000 | 新進 |
| EFG Asset Management (North America) Corp. | 94,225 | $718.3 萬 | 1.19% | −13,400−12.5% | 減碼 |
| Royce & Associates LP | 90,027 | $686.8 萬 | 0.07% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 89,020 | $679.1 萬 | 1.42% | +53,542+150.9% | 加碼 |
| Rice Hall James & Associates, LLC | 88,041 | $671.7 萬 | 0.39% | −819−0.9% | 減碼 |
| ExodusPoint Capital Management, LP | 87,783 | $669.7 萬 | 0.09% | +87,783 | 新進 |
| StemPoint Capital LP | 87,059 | $664.2 萬 | 2.12% | −19,551−18.3% | 減碼 |
| Ally Bridge Group (NY) LLC | 85,110 | $649.3 萬 | 5.85% | −29,250−25.6% | 減碼 |
| Ikarian Capital, LLC | 84,800 | $646.9 萬 | 2.11% | −35,000−29.2% | 減碼 |
| Corebridge Financial, Inc. | 84,466 | $644.4 萬 | 0.04% | −1,253−1.5% | 減碼 |
| Axiom Investors LLC | 79,925 | $609.7 萬 | 0.06% | −3,949−4.7% | 減碼 |
| Mutual of America Capital Management LLC | 79,141 | $603.8 萬 | 0.07% | +2,093+2.7% | 加碼 |
| Allianz Asset Management GmbH | 75,284 | $574.3 萬 | 0.01% | +3,534+4.9% | 加碼 |
| Aquatic Capital Management LLC | 73,614 | $561.6 萬 | 0.14% | −17,654−19.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 72,816 | $555.5 萬 | 0.25% | +13,216+22.2% | 加碼 |
| Creative Planning | 71,744 | $547.3 萬 | 0.01% | +15,034+26.5% | 加碼 |
| EAM Investors, LLC | 71,670 | $546.8 萬 | 0.95% | −294−0.4% | 減碼 |
| Thornburg Investment Management Inc | 68,840 | $525.2 萬 | 0.07% | −5,909−7.9% | 減碼 |
| First Light Asset Management, LLC | 68,153 | $519.9 萬 | 0.59% | −402,039−85.5% | 減碼 |
| Essex Investment Management Co LLC | 66,800 | $509.6 萬 | 1.06% | −530−0.8% | 減碼 |
| EAM Global Investors LLC | 61,508 | $469.2 萬 | 1.28% | +190.0% | 加碼 |
| Bamco Inc | 60,000 | $457.7 萬 | 0.01% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 59,070 | $450.6 萬 | 0.02% | −4,991−7.8% | 減碼 |
| Castleark Management LLC | 53,860 | $410.9 萬 | 0.14% | +1,080+2.0% | 加碼 |
| Nwam LLC | 53,789 | $410.4 萬 | 0.35% | +17,693+49.0% | 加碼 |
| Hillsdale Investment Management Inc. | 51,900 | $395.9 萬 | 0.20% | −5,100−8.9% | 減碼 |
| AQR Capital Management LLC | 51,239 | $390.9 萬 | 0.00% | −12,932−20.2% | 減碼 |
| LPL Financial LLC | 51,213 | $390.7 萬 | 0.00% | +18,456+56.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 50,000 | $386.2 萬 | 0.01% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 49,784 | $379.8 萬 | 0.13% | +887+1.8% | 加碼 |
| Handelsbanken Fonder AB | 49,181 | $375.2 萬 | 0.02% | +3,900+8.6% | 加碼 |
| Arizona State Retirement System | 48,678 | $371.4 萬 | 0.02% | +1,336+2.8% | 加碼 |
| Erste Asset Management GmbH | 47,600 | $371.2 萬 | 0.05% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 45,683 | $348.5 萬 | 0.01% | −2,654−5.5% | 減碼 |
| Pathstone Holdings, LLC | 45,533 | $347.4 萬 | 0.02% | +8,388+22.6% | 加碼 |
| ProShare Advisors LLC | 45,489 | $347.0 萬 | 0.01% | −11,502−20.2% | 減碼 |
| Truist Financial Corp | 45,074 | $343.9 萬 | 0.01% | +15,036+50.1% | 加碼 |
| Algert Global LLC | 44,424 | $338.9 萬 | 0.08% | −31,330−41.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,574 | $332.4 萬 | 0.01% | +98+0.2% | 加碼 |
| Great West Life Assurance Co | 42,458 | $324.6 萬 | 0.01% | +3,079+7.8% | 加碼 |
| Oak Ridge Investments LLC | 41,945 | $320.0 萬 | 0.27% | −14,691−25.9% | 減碼 |
| Legato Capital Management LLC | 41,857 | $319.3 萬 | 0.43% | +4,986+13.5% | 加碼 |
| Hudson Bay Capital Management LP | 40,170 | $306.5 萬 | 0.02% | −169,830−80.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 39,913 | $304.5 萬 | 0.10% | −30,624−43.4% | 減碼 |
| Assenagon Asset Management S.A. | 39,778 | $303.5 萬 | 0.01% | −485,415−92.4% | 減碼 |
| Calamos Advisors LLC | 39,301 | $299.8 萬 | 0.01% | +25,925+193.8% | 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 |
| CIBC World Markets Corp | 38,258 | $291.9 萬 | 0.02% | +22,123+137.1% | 加碼 |
| Parkman Healthcare Partners LLC | 37,901 | $289.1 萬 | 0.34% | +2,233+6.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 37,632 | $287.1 萬 | 0.01% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 37,100 | $283.0 萬 | 0.03% | +362+1.0% | 加碼 |