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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $432.16 M.
Top institutional holders include Stanley Druckenmiller and Jefferies Group.
Notably, Stanley Druckenmiller has expressed high conviction in this stock, allocating 5.74% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $210.73 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 92.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Insmed Incorporated (INSM)
Major holders include Stanley Druckenmiller ($257.88 M), Jefferies Group ($161.22 M), Cliff Asness ($81.5 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.98 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $210.73 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited INSM. The total reported sell value was $388.13 M.
Yes, 0 managers opened new positions in INSM, and 3 increased their existing holdings. The total reported buy value was $177.4 M.