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Insmed · 13F 机构持仓分析
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Insmed

INSMED INCINSM
持有机构数
674
机构合计市值 (Q2 2026)
$247.04亿
机构合计股数 (Q2 2026)
2.32亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,423.4万股
365 · 118 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4,269.4万股
347 · 115 清仓 · ≈
⚖️ 净额
+1,154.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$247.04亿
持有机构数
674
新买入
118
加仓
247
减仓
232
清仓
115
持股不变
77
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.07%0.11%#147$17.21亿1,614.4万股$21.52亿1,316.0万股+298.3万股+22.67%加仓
贝莱德BlackRock, Inc.
0.02%0.05%#262$16.85亿1,580.8万股$27.27亿1,667.8万股-87.0万股-5.22%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.05%0.09%#185$11.10亿1,040.8万股$16.96亿1,037.2万股+3.6万股+0.35%加仓
摩根大通JPMORGAN CHASE & CO
0.06%0.24%#168$10.92亿1,042.8万股$37.03亿2,415.0万股-1,372.2万股-56.82%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.02%0.04%#276$10.44亿979.1万股$15.77亿964.2万股+14.9万股+1.54%加仓
贝克兄弟顾问BAKER BROS. ADVISORS LP
4.7%6.97%#10$9.38亿879.6万股$12.14亿742.1万股+137.5万股+18.53%加仓
资本国际投资者Capital International Investors
0.18%0.21%#104$8.78亿823.8万股$9.15亿559.5万股+264.3万股+47.24%加仓
Darwin Global Management, Ltd.
17.91%68.33%#1$6.74亿643.1万股$25.77亿1,680.5万股-1,037.4万股-61.73%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.13%0.12%#116$6.59亿618.0万股$5.00亿305.8万股+312.2万股+102.10%加仓
Orbis Allan GrayOrbis Allan Gray Ltd
2.23%1.29%#21$6.48亿607.6万股$3.06亿187.3万股+420.4万股+224.46%加仓
道富集团STATE STREET CORP
0.02%0.03%#294$6.45亿605.2万股$9.08亿555.2万股+50.0万股+9.01%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.3%0.55%#81$6.33亿593.8万股$9.23亿564.3万股+29.5万股+5.23%加仓
工匠合伙人Artisan Partners Limited Partnership
0.92%1.71%#38$5.80亿544.2万股$10.67亿652.7万股-108.6万股-16.63%减仓
RTW投资RTW INVESTMENTS, LP
4.41%7.88%#11$5.16亿484.3万股$7.92亿484.3万股00.00%持仓不变
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.02%0.05%#266$4.49亿422.0万股$7.33亿445.0万股-23.0万股-5.17%减仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.04%0.06%#217$3.63亿340.5万股$5.06亿309.3万股+31.2万股+10.10%加仓
挪威央行投资管理NORGES BANK
0.04%0.02%#218$3.60亿337.8万股$1.33亿174.3万股+163.5万股+93.80%加仓
城堡顾问CITADEL ADVISORS LLC
0.04%0.07%#207$3.40亿318.8万股$4.27亿261.3万股+57.5万股+22.00%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.11%0.09%#128$3.12亿292.8万股$2.12亿129.5万股+163.3万股+126.10%加仓
杜肯家族办公室Duquesne Family Office LLC
5.68%5.59%#8$2.96亿277.5万股$1.89亿115.4万股+162.1万股+140.42%加仓
木星资产管理Jupiter Topco LLC
0.11%#124$2.78亿260.5万股$00股+260.5万股新买入
瑞银集团UBS Group AG
0.04%0.04%#220$2.76亿258.6万股$2.84亿173.7万股+84.9万股+48.86%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.05%0.09%#187$2.42亿227.3万股$4.28亿261.7万股-34.4万股-13.14%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.02%0.02%#288$2.41亿226.2万股$1.54亿94.3万股+131.9万股+139.92%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.02%0.02%#305$2.31亿216.4万股$1.76亿107.9万股+108.5万股+100.57%加仓
Maverick资本MAVERICK CAPITAL LTD
2.03%#22$2.29亿215.1万股$00股+215.1万股新买入
Qube研究科技Qube Research & Technologies Ltd
0.17%0.03%#107$1.79亿168.2万股$2,428.5万14.9万股+153.4万股+1,032.77%加仓
Westfield资本管理WESTFIELD CAPITAL MANAGEMENT CO LP
0.57%1.01%#56$1.74亿163.0万股$2.40亿146.8万股+16.1万股+10.97%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.11%#123$1.73亿162.3万股$00股+162.3万股新买入
Caption管理Caption Management, LLC
0.8%0.14%#45$1.71亿160.7万股$2,346.5万14.4万股+146.3万股+1,019.65%加仓
Integral Health 资产管理Integral Health Asset Management, LLC
6.74%11.73%#6$1.71亿160.0万股$2.45亿150.0万股+10.0万股+6.67%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.03%0.06%#228$1.49亿140.2万股$2.21亿135.5万股+4.7万股+3.47%加仓
Bellevue 集团Bellevue Group AG
3.13%0.04%#16$1.49亿139.3万股$164.1万1.0万股+138.3万股+13,786.96%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.18%0.05%#105$1.43亿134.3万股$3,803.6万23.3万股+111.1万股+477.42%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03%0.04%#255$1.42亿133.5万股$1.99亿121.5万股+12.0万股+9.88%加仓
范式生物资本Paradigm Biocapital Advisors LP
2.65%4.19%#19$1.41亿132.6万股$2.05亿125.4万股+7.1万股+5.70%加仓
北方信托NORTHERN TRUST CORP
0.02%0.03%#316$1.40亿131.5万股$2.12亿129.4万股+2.1万股+1.65%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.04%#269$1.40亿131.3万股$2.06亿126.3万股+5.0万股+3.96%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.1%0.03%#132$1.33亿125.0万股$3,875.7万23.7万股+101.3万股+427.48%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#391$1.32亿123.3万股$1.39亿96.4万股+27.0万股+28.01%加仓
百达资产管理Pictet Asset Management Holding SA
0.12%0.19%#118$1.30亿122.0万股$1.79亿110.2万股+11.8万股+10.71%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.03%#309$1.29亿121.4万股$1.75亿106.9万股+14.5万股+13.52%加仓
Hood River资本管理Hood River Capital Management LLC
0.82%1.13%#43$1.13亿105.7万股$1.13亿68.9万股+36.8万股+53.49%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.02%#390$1.09亿102.3万股$2.46亿150.2万股-47.9万股-31.90%减仓
SEI投资SEI INVESTMENTS CO
0.09%0.21%#134$1.08亿101.6万股$2.28亿139.6万股-38.0万股-27.22%减仓
NWI MANAGEMENT LP
5%7.96%#9$1.08亿101.4万股$1.72亿98.8万股+2.6万股+2.58%加仓
Castle Hook合伙人Castle Hook Partners LP
0.49%4.18%#64$1.06亿99.3万股$2.08亿127.0万股-27.6万股-21.77%减仓
简街集团JANE STREET GROUP, LLC
0.01%0.01%#365$1.06亿99.2万股$7,450.0万45.6万股+53.6万股+117.74%加仓
詹尼森联营JENNISON ASSOCIATES LLC
0.06%0.07%#170$9,650.1万90.5万股$9,888.0万60.5万股+30.0万股+49.68%加仓
极地资本控股Polar Capital Holdings Plc
0.22%0.21%#93$9,498.5万89.1万股$6,019.3万36.8万股+52.3万股+142.01%加仓

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