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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $211.25 M.
Top institutional holders include Stanley Druckenmiller and Cliff Asness.
Notably, Stanley Druckenmiller has expressed high conviction in this stock, allocating 5.59% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $136 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Jefferies Group reduced exposure by 99.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Insmed Incorporated (INSM)
Major holders include Stanley Druckenmiller ($188.72 M), Cliff Asness ($108.79 M), Ray Dalio ($48.33 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.16 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $136 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited INSM. The total reported sell value was $217.71 M.
Yes, 1 managers opened new positions in INSM, and 1 increased their existing holdings. The total reported buy value was $81.71 M.
