InvestorLens

INSM — INSMED INC

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying INSM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 3 buying vs 0 selling last quarter
67
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their INSM position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Ray Dalio, Paul Tudor Jones, Stanley Druckenmiller)
  • +6 tracked investors reported holding INSM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About INSMED INC (INSM)

INSMED INC (INSM) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $427M. Across recent filings, tracked investors recorded 7 new positions, 8 increased, 11 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in INSM

50
/100
Mixed Activity
Added / Increased15
Reduced11
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track INSM

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

INSM Ownership Composition

How INSMED INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
64% of tracked value
Institutions
6
tracked investors
Total Reported
$1.1B
combined 13F value
Types2
  • Multi-Strategy / Quant64.0%
  • Macro36.0%
Multi-Strategy / Quant(3)
64.0%
Macro(3)
36.0%

Tracked investors currently reporting INSM

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    3.2M
    Value
    $339.9M
    % Portfolio
    0.04%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    2.8M
    Value
    $295.8M
    % Portfolio
    5.68%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.9M
    Value
    $312.2M
    % Portfolio
    0.11%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    539.1K
    Value
    $57.5M
    % Portfolio
    0.06%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    513.6K
    Value
    $54.8M
    % Portfolio
    0.08%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    455.4K
    Value
    $48.6M
    % Portfolio
    0.20%

Previously held INSM

These investors reported INSM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
George SorosSoros Fund Management307.2K$23.4MMar 31, 2025
Howard MarksOaktree Capital Management1.6M$3.6MDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold INSM?
6 tracked institutional investors disclosed a position in INSM (INSMED INC) in their most recent 13F filing.
Who is the largest institutional holder of INSM?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in INSM, valued at $427M.
Did institutional ownership of INSM increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 8 increased, 11 reduced, and 4 fully exited INSM.
Where does this INSM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.