undamentalytics Newsletter

Insmed Inc: which funds bought and sold

Institutions that bought and sold Insmed shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 355 institutions that filed 13F reports for both quarters added to or opened positions in Insmed, and 350 cut or closed them. Together they sold a net 3.7M shares, −1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 21.6M shares (+29.7%); index fund managers were net sellers of 564K shares (−1.1%). 110 opened a new position and 120 sold out entirely.

Bought, Q2 2026 355 institutions, 110 of them new holders Sold, Q2 2026 350 institutions, 120 of them sold out
Net change, all compared −3.7M shares (−1.7%)
Net change, active managers +21.6M shares (+29.7%), 70 bought, 33 sold

Buyers versus sellers

institutions compared, 772
Active managers and hedge funds 70 bought · 33 sold · +21.6M
Index fund managers 8 bought · 4 sold · −564K
Other institutions 277 bought · 313 sold · −24.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Orbis Allan Gray Ltd Active manager +4.2M +224.5% 6.1M $648M
Ameriprise Financial Inc +3.1M +102.1% 6.2M $659M
FMR LLC Active manager +3.0M +22.7% 16.1M $1.7B
Capital International Investors Active manager +2.6M +47.2% 8.2M $878M
Maverick Capital Ltd Hedge fund +2.2M New position 2.2M $229M
T. Rowe Price Investment Management, Inc. Active manager +1.6M New position 1.6M $173M
Qube Research & Technologies Ltd Hedge fund +1.5M +1032.8% 1.7M $179M
Bellevue Group AG +1.4M +13787.0% 1.4M $149M
Baker Bros. Advisors LP Hedge fund +1.4M +18.5% 8.8M $938M
Balyasny Asset Management L.P. Hedge fund +1.1M +498.3% 1.3M $141M
Two Sigma Investments, LP Hedge fund +1.0M +424.1% 1.2M $132M
Millennium Management LLC Hedge fund +890K +76.9% 2.0M $218M
UBS Group AG +847K +48.7% 2.6M $276M
HRT Financial LP +690K New position 690K $73.6M
Railway Pension Investments Ltd +605K New position 605K $64.5M
Squarepoint Ops LLC Hedge fund +577K +1468.0% 616K $65.7M
Susquehanna International Group, LLP +556K +320.1% 729K $77.8M
Point72 Asset Management, L.P. Hedge fund +537K New position 537K $57.3M
Polar Capital Holdings PLC Active manager +523K +142.0% 891K $95M
State Street Corp Index funds +500K +9.0% 6.1M $645M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −13.7M −56.8% 10.4M $1.1B
Darwin Global Management, Ltd. −10.4M −61.7% 6.4M $674M
Invesco Ltd. −6.1M −94.3% 368K $39.3M
Capital World Investors Active manager −1.4M Sold out 0 —
Artisan Partners Limited Partnership Active manager −1.1M −16.6% 5.4M $580M
Nwi Management LP −1.0M −50.0% 1.0M $108M
Nomura Asset Management International Inc. −925K −80.8% 219K $23.4M
Blackrock, Inc. Index funds −870K −5.2% 15.8M $1.7B
Summit Partners Public Asset Management, LLC −653K Sold out 0 —
Federated Hermes, Inc. Active manager −538K −100.0% 130 $13,861
Bank Of America Corp −479K −31.9% 1.0M $109M
Lord, Abbett & Co. LLC −397K Sold out 0 —
Sei Investments Co −380K −27.2% 1.0M $108M
Franklin Resources Inc Active manager −344K −13.1% 2.3M $242M
Wells Fargo & Company −338K −56.5% 260K $27.7M
Amundi −317K −39.4% 488K $52M
Nearwater Capital Markets, Ltd −300K Sold out 0 —
National Pension Service −285K −91.4% 27K $2.8M
Castle Hook Partners LP Hedge fund −276K −21.8% 993K $106M
Proshare Advisors LLC Index funds −276K −97.5% 7,109 $757,962

New positions

largest by value
InstitutionSharesValue June 30, 2026
Maverick Capital LtdHedge fund 2.2M $229M
T. Rowe Price Investment Management, Inc.Active manager 1.6M $173M
HRT Financial LP 690K $73.6M
Railway Pension Investments Ltd 605K $64.5M
Point72 Asset Management, L.P.Hedge fund 537K $57.3M
Prosight Management, LP 376K $40M
Vestal Point Capital, LPHedge fund 250K $26.7M
Caption Management, LLC 236K $25.2M
Trails Edge Capital Partners, LP 230K $24.6M
Longaeva Partners L.P. 201K $21.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital World InvestorsActive manager 1.4M $223M
Summit Partners Public Asset Management, LLC 653K $107M
Lord, Abbett & Co. LLC 397K $65M
Nearwater Capital Markets, Ltd 300K $49.1M
Axiom Investors LLCActive manager 239K $39.2M
Evergreen Quality Fund Gp, Ltd. 233K $38M
Susquehanna Portfolio Strategies, LLC 208K $33.9M
Loomis Sayles & Co L PActive manager 195K $31.9M
Patient Square Capital LP 158K $25.8M
Neos Investment Management LLC 110K $18.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
662
Ten largest holders
43.9%
of 13F-reported shares
Index fund managers
22.6%
of 13F-reported shares
Active managers and hedge funds
42.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 70 33 26 11 +21.6M +29.7%
Index fund managers 8 4 0 0 −564K −1.1%
Other institutions 277 313 84 109 −24.7M −25.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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