§ BIOTECHNOLOGY
USD · BiotechnologyINSM
INSMED INC
USDSector · BiotechnologyBeta · 1.15
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 107.94HIGH 108.75LOW 101.6552W 60.40 — 212.75
EVENTSJUN 30 · EARNINGS +92.5%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
379 increased/new, 232 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 50.23 | EPS (TTM) | -6.40 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 24.2M | n/a | +4% |
| BlackRock, Inc. | 16.7M | 0.0% | +11% |
| Darwin Global Management, Ltd. | 16.8M | 68.3% | −20% |
| Fidelity Management | 13.2M | 0.1% | +33% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for INSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER46.4% · 507 holders
QUALITY / COMPOUNDER21.3% · 43 holders
DEALER / BANK19.5% · 57 holders
PASSIVE / INDEX12.1% · 12 holders
ACTIVIST2.6% · 1 holder
TACTICAL / MACRO2.6% · 6 holders
INCOME / DEFENSIVE1.8% · 31 holders
SYSTEMATIC / QUANT0.4% · 14 holders
GROWTH / MOMENTUM0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for INSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention INSM yet.