CIBC Asset Management Inc has added 43,686 shares of $INSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $INSM.
INSMED Hedge Fund Activity
We have seen 359 institutional investors add shares of INSMED stock to their portfolio, and 284 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 7,411,277 shares (+47.4%) to their portfolio in Q3 2025, for an estimated $1,067,298,000
- PRICE T ROWE ASSOCIATES INC /MD/ removed 4,299,239 shares (-38.3%) from their portfolio in Q3 2025, for an estimated $619,133,408
- FMR LLC added 4,087,702 shares (+80.3%) to their portfolio in Q3 2025, for an estimated $588,669,965
- D. E. SHAW & CO., INC. added 2,234,845 shares (+65.3%) to their portfolio in Q3 2025, for an estimated $321,840,028
- DEEP TRACK CAPITAL, LP removed 1,750,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $252,017,499
- ORBIS ALLAN GRAY LTD added 1,726,734 shares (+113.3%) to their portfolio in Q3 2025, for an estimated $248,666,963
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 1,623,342 shares (+49.0%) to their portfolio in Q3 2025, for an estimated $233,777,481
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INSMED Insider Trading Activity
INSMED insiders have traded $INSM stock on the open market 118 times in the past 6 months. Of those trades, 0 have been purchases and 118 have been sales.
Here’s a breakdown of recent trading of $INSM stock by insiders over the last 6 months:
- MARTINA M.D. FLAMMER (Chief Medical Officer) has made 0 purchases and 35 sales selling 267,135 shares for an estimated $41,532,420.
- ORLOV S NICOLE SCHAEFFER (Chief People Strategy Officer) has made 0 purchases and 11 sales selling 116,520 shares for an estimated $18,223,351.
- LEO LEE has made 0 purchases and 5 sales selling 75,000 shares for an estimated $14,692,249.
- WILLIAM LEWIS (Chair and CEO) has made 0 purchases and 33 sales selling 70,862 shares for an estimated $11,969,978.
- MICHAEL ALEXANDER SMITH (Chief Legal Officer) has made 0 purchases and 18 sales selling 55,200 shares for an estimated $9,127,795.
- MELVIN MD SHAROKY has made 0 purchases and 4 sales selling 50,000 shares for an estimated $8,064,900.
- ROGER ADSETT (Chief Operating Officer) has made 0 purchases and 6 sales selling 30,081 shares for an estimated $4,059,827.
- ELIZABETH M ANDERSON has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,981,600.
- SARA BONSTEIN (Chief Financial Officer) has made 0 purchases and 4 sales selling 5,390 shares for an estimated $925,675.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
INSMED Congressional Stock Trading
Members of Congress have traded $INSM stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $INSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/03, 09/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
INSMED Analyst Ratings
Wall Street analysts have issued reports on $INSM in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/06/2026
- HC Wainwright & Co. issued a "Buy" rating on 12/18/2025
- TD Cowen issued a "Buy" rating on 12/18/2025
- Goldman Sachs issued a "Buy" rating on 12/18/2025
- Wells Fargo issued a "Overweight" rating on 12/16/2025
- Mizuho issued a "Outperform" rating on 12/01/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for INSMED, check out Quiver Quantitative's $INSM forecast page.
INSMED Price Targets
Multiple analysts have issued price targets for $INSM recently. We have seen 17 analysts offer price targets for $INSM in the last 6 months, with a median target of $221.0.
Here are some recent targets:
- Matthew Harrison from Morgan Stanley set a target price of $162.0 on 01/30/2026
- Eliana Merle from Barclays set a target price of $231.0 on 01/28/2026
- Adam Walsh from Roth Capital set a target price of $212.0 on 01/23/2026
- Leonid Timashev from RBC Capital set a target price of $200.0 on 01/21/2026
- Ashwani Verma from UBS set a target price of $215.0 on 01/06/2026
- Andrew S. Fein from HC Wainwright & Co. set a target price of $230.0 on 12/18/2025
- Andrea Tan from Goldman Sachs set a target price of $225.0 on 12/18/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $INSM ticker page for more data.
