Steven Cohen's INSM Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 464,217 shares of Insmed Incorporated (INSM) worth $66.85 M, representing 0.11% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in INSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 3.09 M shares. Largest reduction occurred in Q2 2020, reducing 3.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Insmed Incorporated (INSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insmed Incorporated (INSM) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +651,688 | Add 0.00% | 651,687 | $19.98 |
| Q3 2014 | +1.92 M | Add 294.31% | 2.57 M | $13.05 |
| Q4 2014 | +271,194 | Add 10.55% | 2.84 M | $15.47 |
| Q1 2015 | -2.84 M | Sold Out | 0 | $0.00 |
| Q2 2016 | +201,354 | New Buy | 201,354 | $9.86 |
| Q3 2016 | -201,354 | Sold Out | 0 | $0.00 |
| Q1 2017 | +50,000 | New Buy | 50,000 | $17.52 |
| Q2 2017 | -50,000 | Sold Out | 0 | $0.00 |
| Q3 2017 | +110,410 | New Buy | 110,410 | $31.21 |
| Q4 2017 | -110,410 | Sold Out | 0 | $0.00 |
| Q3 2018 | +649,300 | New Buy | 649,300 | $20.22 |
| Q4 2018 | -334,150 | Reduce 51.46% | 315,150 | $13.12 |
| Q1 2019 | -243,050 | Reduce 77.12% | 72,100 | $29.07 |
| Q2 2019 | +675,166 | Add 936.43% | 747,266 | $25.60 |
| Q3 2019 | -34,777 | Reduce 4.65% | 712,489 | $17.64 |
| Q4 2019 | -471,654 | Reduce 66.20% | 240,835 | $23.88 |
| Q1 2020 | +3.09 M | Add 1282.14% | 3.33 M | $16.03 |
| Q2 2020 | -3.29 M | Reduce 98.75% | 41,677 | $27.55 |
| Q3 2020 | +262,874 | Add 630.74% | 304,551 | $32.14 |
| Q4 2020 | -24,450 | Reduce 8.03% | 280,101 | $33.29 |
| Q1 2021 | +2.6 M | Add 927.21% | 2.88 M | $34.06 |
| Q2 2021 | -1,626 | Reduce 0.06% | 2.88 M | $28.46 |
| Q3 2021 | +716,392 | Add 24.91% | 3.59 M | $27.54 |
| Q4 2021 | -1.19 M | Reduce 33.21% | 2.4 M | $27.24 |
| Q1 2022 | -34,592 | Reduce 1.44% | 2.36 M | $23.50 |
| Q2 2022 | -703,806 | Reduce 29.76% | 1.66 M | $19.72 |
| Q3 2022 | -119,380 | Reduce 7.19% | 1.54 M | $21.54 |
| Q4 2022 | -249,894 | Reduce 16.21% | 1.29 M | $19.98 |
| Q1 2023 | -1.29 M | Sold Out | 0 | $0.00 |
| Q3 2023 | +16 | New Buy | 16 | $25.81 |
| Q4 2023 | -16 | Sold Out | 0 | $0.00 |
| Q2 2024 | +858,300 | New Buy | 858,300 | $67.00 |
| Q3 2024 | -543,149 | Reduce 63.28% | 315,151 | $73.00 |
| Q4 2024 | -315,151 | Sold Out | 0 | $0.00 |
| Q2 2025 | +490,667 | New Buy | 490,667 | $100.64 |
| Q3 2025 | -26,450 | Reduce 5.39% | 464,217 | $144.01 |
Steven Cohen's Insmed Incorporated Investment FAQs
Steven Cohen first purchased Insmed Incorporated (INSM) in Q2 2014, acquiring 651,687 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Insmed Incorporated (INSM) for 36 quarters since Q2 2014.
Steven Cohen's largest addition to Insmed Incorporated (INSM) was in Q1 2020, adding 3,328,676 shares worth $53.36 M.
According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 464,217 shares of Insmed Incorporated (INSM), valued at approximately $66.85 M.
As of the Q3 2025 filing, Insmed Incorporated (INSM) represents approximately 0.11% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Insmed Incorporated (INSM) was 3,591,988 shares, as reported at the end of Q3 2021.