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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $692.54 M.
Top institutional holders include Stanley Druckenmiller and Lee Ainslie.
Notably, Stanley Druckenmiller has expressed high conviction in this stock, allocating 8.59% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $36.01 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 98.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 8.59% | Add 7.5% | 2,423,435 | $349 M | Q3 2025 | |
| 1.26% | Reduce -18.4% | 656,539 | $94.55 M | Q3 2025 | |
| 0.11% | Reduce -5.4% | 464,217 | $66.85 M | Q3 2025 | |
| 0.07% | Add 14.3% | 352,887 | $50.82 M | Q3 2025 | |
| 0.03% | Add 477.9% | 287,286 | $40.94 M | Q3 2025 | |
| 0.07% | Add 2069.3% | 108,097 | $15.57 M | Q3 2025 | |
| 0.13% | Add 2.6% | 92,376 | $13.3 M | Q3 2025 | |
| 0.00% | Reduce -98.7% | 1,703 | $245,249 | Q3 2025 | |
| 0.00% | New Buy | 1,649 | $237,472 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Insmed Incorporated (INSM)
Major holders include Stanley Druckenmiller ($349 M), Lee Ainslie ($94.55 M), Steven Cohen ($66.85 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.39 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $36.01 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited INSM. The total reported sell value was $44.12 M.
Yes, 1 managers opened new positions in INSM, and 5 increased their existing holdings. The total reported buy value was $80.13 M.