Cliff Asness's INSM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 287,286 shares of Insmed Incorporated (INSM) worth $40.94 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in INSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 237,571 shares. Largest reduction occurred in Q4 2018, reducing 29,655 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Insmed Incorporated (INSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insmed Incorporated (INSM) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +56,891 | Add 0.00% | 56,890 | $11.95 |
| Q2 2014 | -25,800 | Reduce 45.35% | 31,090 | $19.97 |
| Q4 2014 | -31,090 | Sold Out | 31,090 | $0.00 |
| Q2 2015 | +29,320 | New Buy | 29,320 | $24.42 |
| Q3 2015 | +13,038 | Add 44.47% | 42,358 | $18.58 |
| Q4 2015 | -7,551 | Reduce 17.83% | 34,807 | $18.16 |
| Q1 2016 | -21,447 | Reduce 61.62% | 13,360 | $12.65 |
| Q3 2016 | -1,010 | Reduce 7.56% | 12,350 | $14.49 |
| Q2 2017 | +515 | Add 4.17% | 12,865 | $17.18 |
| Q3 2017 | +67,311 | Add 523.21% | 80,176 | $31.21 |
| Q4 2017 | +15,756 | Add 19.65% | 95,932 | $31.18 |
| Q1 2018 | +3,071 | Add 3.20% | 99,003 | $22.52 |
| Q3 2018 | +4,373 | Add 4.42% | 103,376 | $20.22 |
| Q4 2018 | -29,655 | Reduce 28.69% | 73,721 | $13.12 |
| Q1 2019 | +7,743 | Add 10.50% | 81,464 | $29.07 |
| Q2 2019 | +5,734 | Add 7.04% | 87,198 | $25.60 |
| Q3 2019 | -5,842 | Reduce 6.70% | 81,356 | $17.64 |
| Q4 2019 | -11,281 | Reduce 13.87% | 70,075 | $23.87 |
| Q1 2020 | -15,974 | Reduce 22.80% | 54,101 | $16.03 |
| Q2 2020 | -3,025 | Reduce 5.59% | 51,076 | $27.55 |
| Q3 2020 | +8,318 | Add 16.29% | 59,394 | $32.14 |
| Q4 2020 | -10,084 | Reduce 16.98% | 49,310 | $33.30 |
| Q2 2021 | -20,757 | Reduce 42.09% | 28,553 | $28.47 |
| Q2 2022 | -674 | Reduce 2.36% | 27,879 | $19.73 |
| Q3 2022 | +19 | Add 0.07% | 27,898 | $21.54 |
| Q4 2022 | +6,726 | Add 24.11% | 34,624 | $19.98 |
| Q1 2023 | -578 | Reduce 1.67% | 34,046 | $17.05 |
| Q2 2023 | -532 | Reduce 1.56% | 33,514 | $21.10 |
| Q3 2023 | -1,543 | Reduce 4.60% | 31,971 | $25.25 |
| Q4 2023 | +4,454 | Add 13.93% | 36,425 | $30.99 |
| Q1 2024 | +1,486 | Add 4.08% | 37,911 | $27.13 |
| Q2 2024 | +22,616 | Add 59.66% | 60,527 | $67.00 |
| Q3 2024 | +2,353 | Add 3.89% | 62,880 | $73.00 |
| Q4 2024 | +1,291 | Add 2.05% | 64,171 | $69.04 |
| Q1 2025 | -12,932 | Reduce 20.15% | 51,239 | $76.29 |
| Q2 2025 | -1,524 | Reduce 2.97% | 49,715 | $100.64 |
| Q3 2025 | +237,571 | Add 477.87% | 287,286 | $142.50 |
Cliff Asness's Insmed Incorporated Investment FAQs
Cliff Asness first purchased Insmed Incorporated (INSM) in Q2 2013, acquiring 56,890 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Insmed Incorporated (INSM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Insmed Incorporated (INSM) was in Q3 2025, adding 287,286 shares worth $40.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 287,286 shares of Insmed Incorporated (INSM), valued at approximately $40.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Insmed Incorporated (INSM) represents approximately 0.03% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Insmed Incorporated (INSM) was 287,286 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.