Guru Ownership Trend
Guru Analysis for Insmed Incorporated (INSM)
Insmed Incorporated (INSM), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $699.83 M.
Top institutional holders include Lee Ainslie and Stanley Druckenmiller.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $345.24 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 182.7%. Conversely, Cliff Asness reduced exposure by 9.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Insmed Incorporated (INSM)
Major holders include Lee Ainslie ($229.31 M), Stanley Druckenmiller ($151.9 M), Cliff Asness ($65.33 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.41 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $345.24 M, with 7 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited INSM. The total reported sell value was $10 M.
Yes, 3 managers opened new positions in INSM, and 4 increased their existing holdings. The total reported buy value was $355.24 M.
