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 2 季 13F 持有人
INSMED Inc 在 2025/6/30 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
- 516
- 較 2025 年第 1 季 +78 家
- 持有股數
- 2.10 億
- 較 2025 年第 1 季 +1,083 萬 (+5.4%)
- 總市值
- $211.5 億
- 較 2025 年第 1 季 +$59.0 億 (+38.7%)
- 新進機構
- 130
- 另有 166 家加碼
- 清倉機構
- 52
- 另有 188 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Acuta Capital Partners, LLC | 37,070 | $373.1 萬 | 5.21% | −69,004−65.1% | 減碼 |
| KLP Kapitalforvaltning AS | 37,800 | $380.4 萬 | 0.02% | +3,600+10.5% | 加碼 |
| Pathstone Holdings, LLC | 38,627 | $388.7 萬 | 0.02% | −6,906−15.2% | 減碼 |
| Monashee Investment Management LLC | 40,000 | $402.6 萬 | 2.12% | +40,000 | 新進 |
| Guggenheim Capital LLC | 41,391 | $416.6 萬 | 0.03% | +5,945+16.8% | 加碼 |
| Brinker Capital Investments, LLC | 41,817 | $420.8 萬 | 0.04% | +3,082+8.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 45,235 | $455.2 萬 | 0.12% | +37,820+510.0% | 加碼 |
| Great West Life Assurance Co | 46,250 | $466.4 萬 | 0.01% | +3,792+8.9% | 加碼 |
| Truist Financial Corp | 46,483 | $467.8 萬 | 0.01% | +1,409+3.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 46,786 | $470.9 萬 | 0.20% | −26,030−35.7% | 減碼 |
| Erste Asset Management GmbH | 47,600 | $473.6 萬 | 0.04% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 47,175 | $474.8 萬 | 1.31% | +47,175 | 新進 |
| First Trust Advisors LP | 47,392 | $477.0 萬 | 0.00% | +21,176+80.8% | 加碼 |
| Ally Bridge Group (NY) LLC | 47,710 | $480.2 萬 | 4.00% | −37,400−43.9% | 減碼 |
| Handelsbanken Fonder AB | 48,081 | $483.9 萬 | 0.02% | −1,100−2.2% | 減碼 |
| Teacher Retirement System of Texas | 49,013 | $493.3 萬 | 0.02% | +3,330+7.3% | 加碼 |
| MML Investors Services, LLC | 49,018 | $493.3 萬 | 0.01% | +17,809+57.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 50,000 | $496.0 萬 | 0.01% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 49,700 | $500.2 萬 | 0.18% | −2,200−4.2% | 減碼 |
| AQR Capital Management LLC | 49,715 | $500.3 萬 | 0.00% | −1,524−3.0% | 減碼 |
| EAM Global Investors LLC | 50,206 | $505.3 萬 | 1.31% | −11,302−18.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,467 | $518.0 萬 | 0.01% | +7,893+18.1% | 加碼 |
| Boothbay Fund Management, LLC | 52,751 | $530.9 萬 | 0.17% | +28,336+116.1% | 加碼 |
| Arizona State Retirement System | 53,033 | $533.7 萬 | 0.03% | +4,355+8.9% | 加碼 |
| Nwam LLC | 49,860 | $534.9 萬 | 0.31% | −3,929−7.3% | 減碼 |
| Thornburg Investment Management Inc | 53,248 | $535.9 萬 | 0.07% | −15,592−22.6% | 減碼 |
| Stifel Financial Corp | 54,002 | $543.5 萬 | 0.01% | +18,765+53.3% | 加碼 |
| Virtu Financial LLC | 54,302 | $546.5 萬 | 0.28% | +54,302 | 新進 |
| Public Employees Retirement System of Ohio | 55,425 | $557.8 萬 | 0.02% | +55,425 | 新進 |
| XTX Topco Ltd | 56,380 | $567.4 萬 | 0.24% | +35,130+165.3% | 加碼 |
| Avidity Partners Management LP | 59,000 | $593.8 萬 | 1.19% | −48,000−44.9% | 減碼 |
| EAM Investors, LLC | 59,912 | $603.0 萬 | 0.91% | −11,758−16.4% | 減碼 |
| Axiom Investors LLC | 60,741 | $611.3 萬 | 0.05% | −19,184−24.0% | 減碼 |
| StemPoint Capital LP | 61,578 | $619.7 萬 | 2.00% | −25,481−29.3% | 減碼 |
| First Light Asset Management, LLC | 62,901 | $633.0 萬 | 0.82% | −5,252−7.7% | 減碼 |
| EFG Asset Management (North America) Corp. | 63,529 | $639.3 萬 | 0.90% | −30,696−32.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 64,097 | $645.1 萬 | 0.03% | +5,027+8.5% | 加碼 |
| Essex Investment Management Co LLC | 66,345 | $667.7 萬 | 1.21% | −455−0.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 67,903 | $683.4 萬 | 0.06% | +30,803+83.0% | 加碼 |
| LMR Partners LLP | 69,000 | $694.4 萬 | 0.11% | +32,072+86.9% | 加碼 |
| Point72 Hong Kong Ltd | 69,814 | $702.6 萬 | 0.49% | +69,814 | 新進 |
| Iron Triangle Partners LP | 70,000 | $704.5 萬 | 1.11% | +70,000 | 新進 |
| LPL Financial LLC | 71,412 | $718.7 萬 | 0.00% | +20,199+39.4% | 加碼 |
| Creative Planning | 72,176 | $726.4 萬 | 0.01% | +432+0.6% | 加碼 |
| Soleus Capital Management, L.P. | 72,772 | $732.4 萬 | 0.51% | −201,500−73.5% | 減碼 |
| Assenagon Asset Management S.A. | 73,404 | $738.7 萬 | 0.01% | +33,626+84.5% | 加碼 |
| Trexquant Investment LP | 75,265 | $757.5 萬 | 0.09% | +75,265 | 新進 |
| Quantessence Capital LLC | 75,728 | $762.1 萬 | 2.24% | +75,728 | 新進 |
| Allianz Asset Management GmbH | 80,422 | $809.4 萬 | 0.01% | +5,138+6.8% | 加碼 |
| Bellevue Group AG | 81,397 | $819.2 萬 | 0.18% | −69,153−45.9% | 減碼 |
| Hudson Bay Capital Management LP | 81,743 | $822.7 萬 | 0.05% | +41,573+103.5% | 加碼 |
| Algert Global LLC | 81,924 | $824.5 萬 | 0.17% | +37,500+84.4% | 加碼 |
| Treasurer of the State of North Carolina | 83,390 | $839.2 萬 | 0.03% | +83,390 | 新進 |
| Schonfeld Strategic Advisors LLC | 83,439 | $839.7 萬 | 0.06% | +67,218+414.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 85,102 | $856.5 萬 | 0.08% | +83,644+5,736.9% | 加碼 |
| Picton Mahoney Asset Management | 85,604 | $861.8 萬 | 0.12% | +35,820+72.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,393 | $869.5 萬 | 0.02% | −42,794−33.1% | 減碼 |
| Mutual of America Capital Management LLC | 86,492 | $870.5 萬 | 0.09% | +7,351+9.3% | 加碼 |
| Citigroup Inc | 86,648 | $872.0 萬 | 0.01% | −190,901−68.8% | 減碼 |
| Rice Hall James & Associates, LLC | 86,770 | $873.3 萬 | 0.47% | −1,271−1.4% | 減碼 |
| Canada Pension Plan Investment Board | 87,600 | $881.6 萬 | 0.01% | +87,600 | 新進 |
| Schroder Investment Management Group | 87,615 | $881.8 萬 | 0.01% | −39,880−31.3% | 減碼 |
| Walleye Capital LLC | 88,406 | $889.7 萬 | 0.08% | +53,928+156.4% | 加碼 |
| Peregrine Capital Management LLC | 88,695 | $892.6 萬 | 0.27% | −92,298−51.0% | 減碼 |
| Royce & Associates LP | 90,027 | $906.0 萬 | 0.09% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 92,300 | $928.9 萬 | 0.23% | +92,300 | 新進 |
| ExodusPoint Capital Management, LP | 92,717 | $933.1 萬 | 0.11% | +4,934+5.6% | 加碼 |
| Verition Fund Management LLC | 93,370 | $939.7 萬 | 0.05% | +66,896+252.7% | 加碼 |
| Readystate Asset Management LP | 94,052 | $946.5 萬 | 0.39% | −40,517−30.1% | 減碼 |
| Quadrature Capital Ltd | 96,703 | $973.2 萬 | 0.17% | +89,217+1,191.8% | 加碼 |
| Rafferty Asset Management, LLC | 98,110 | $987.4 萬 | 0.03% | −47,874−32.8% | 減碼 |
| Driehaus Capital Management LLC | 108,081 | $1,088 萬 | 0.09% | −223,378−67.4% | 減碼 |
| Federated Hermes, Inc. | 108,385 | $1,091 萬 | 0.02% | −84,258−43.7% | 減碼 |
| Granahan Investment Management Inc | 115,917 | $1,167 萬 | 0.47% | −71,885−38.3% | 減碼 |
| State of Wisconsin Investment Board | 117,961 | $1,187 萬 | 0.03% | −8,014−6.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 119,136 | $1,199 萬 | 0.17% | −51,723−30.3% | 減碼 |
| Van Eck Associates Corp | 119,786 | $1,206 萬 | 0.01% | −3,766−3.0% | 減碼 |
| Jain Global LLC | 127,161 | $1,280 萬 | 0.20% | +127,161 | 新進 |
| State Board of Administration of Florida Retirement System | 130,165 | $1,310 萬 | 0.02% | +92,533+245.9% | 加碼 |
| Tudor Investment Corp Et Al | 134,010 | $1,349 萬 | 0.10% | +134,010 | 新進 |
| Frontier Capital Management Co LLC | 147,801 | $1,487 萬 | 0.14% | −409,786−73.5% | 減碼 |
| Panagora Asset Management Inc | 149,591 | $1,505 萬 | 0.07% | −157,126−51.2% | 減碼 |
| WCM Investment Management, LLC | 153,986 | $1,532 萬 | 0.03% | +9,607+6.7% | 加碼 |
| B Group, Inc. | 155,000 | $1,560 萬 | 13.47% | −107,500−41.0% | 減碼 |
| Prudential Financial Inc | 155,440 | $1,564 萬 | 0.02% | +263+0.2% | 加碼 |
| Ikarian Capital, LLC | 163,751 | $1,648 萬 | 5.45% | +78,951+93.1% | 加碼 |
| California State Teachers Retirement System | 173,529 | $1,746 萬 | 0.02% | +15,831+10.0% | 加碼 |
| Rhenman & Partners Asset Management AB | 175,435 | $1,766 萬 | 2.23% | −10,065−5.4% | 減碼 |
| Jump Financial, LLC | 181,554 | $1,827 萬 | 0.22% | +181,554 | 新進 |
| Victory Capital Management Inc | 182,773 | $1,839 萬 | 0.01% | −226,341−55.3% | 減碼 |
| Barclays PLC | 188,864 | $1,901 萬 | 0.01% | −90,406−32.4% | 減碼 |
| Fred Alger Management, LLC | 189,719 | $1,909 萬 | 0.09% | −188,612−49.9% | 減碼 |
| American Century Companies Inc | 190,064 | $1,913 萬 | 0.01% | −682,059−78.2% | 減碼 |
| Nicholas Investment Partners, LP | 195,394 | $1,966 萬 | 1.75% | −28,537−12.7% | 減碼 |
| Aquatic Capital Management LLC | 199,934 | $2,012 萬 | 0.41% | +126,320+171.6% | 加碼 |
| Tang Capital Management LLC | 200,000 | $2,013 萬 | 1.02% | +100,000+100.0% | 加碼 |
| Deutsche Bank AG | 201,635 | $2,029 萬 | 0.01% | −108,983−35.1% | 減碼 |
| Brevan Howard Capital Management LP | 202,594 | $2,039 萬 | 0.22% | +202,594 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 207,527 | $2,089 萬 | 0.46% | +207,527 | 新進 |
| Legal & General Group Plc | 207,851 | $2,092 萬 | 0.01% | +27,649+15.3% | 加碼 |