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Insmed Incorporated Message Board

  • michael_coen@ymail.com michael_coen Aug 26, 2013 10:26 AM Flag

    23M shares in insti hands

    total insti ownership as of now/today:
    22,990,478
    or 59.1% of the 38,899,760 outstanding

    adding 1,119,752 (which is what the board/management hold)
    brings the total to 24,110,230
    or 62.0% of the outsanding share count

    significant sales:
    Ayer Capital were a flash in the pan
    Orbimed Adivsors exited
    DE Shaw reduced
    Deer VII (aka Bessemer long-time Transave VC) reduced 34%

    significant buys:
    State Street come back strong
    Bank of NY Mellon up
    Blackrock up
    Northern Trust up

    newcomers:
    Deerfield
    Visium

    Fidelity still own 4.22M shares (overall unchanged, despite the June sales) - you just have to know where to look (in their various pension funds, eg).

    overall: strong
    short interest is sky high (never higher in fact), and is relentless/continuous lately (ie. daily shorting is high - if you check FINRA daily data - but it cannot dent the rising SP).
    Are shorts set-up for a squeeze? Well, it would be a first.
    insmed has another $28M in the $100M S-3 pot for another partial bailout of their short friends.

    the latest Nasdaq ownership list is pretty accurate for a change.
    if you want 100% accuracy you need to trawl though all the recent forms 13F-HR, N-Q, SC 13G, DEF14A and N-CSR (easy if you put in a few hours)

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    • Thanks Michael for accurate update

      Sentiment: Strong Buy

    • michael_coen@ymail.com michael_coen Aug 26, 2013 10:28 AM Flag

      3,757,540 FMR LLC
      2,927,094 Quaker Bioventures
      2,433,319 RA Capital Management
      1,627,854 TVM Capital GmbH
      1,604,940 Prospect Venture Partners
      889,517 Blackrock Institutional Trust Company NA
      795,803 Baker Bros Advisors
      772,240 Deer VII Co Ltd
      705,135 Blackrock fund advisors
      663,210 Vanguard Group Inc
      553,793 Deerfield Management Company NY
      502,016 Visium Asset Management LP
      347,288 State Street Corp
      333,924 JP Morgan Chase Co
      333,694 FIDELITY SELECT PORTFOLIOS
      303,987 Deutsche Bank
      291,740 Broadfin Capital LLC
      289,433 Bogle Investment Management
      275,956 EAM Investors LLC
      266,299 Palo Alto Investors LLC
      250,000 Pointstate Capital LP
      238,354 MCKINLEY CAPITAL MANAGEMENT LLC DELAWARE
      198,877 Driehaus Capital Managment LLC
      189,800 SUSQUEHANNA INTERNATIONAL GROUP LLP
      188,274 Northern Trust Corp
      168,359 Bank of New York Mellon Corp
      154,689 PRINCIPAL FINANCIAL GROUP INC
      151,490 TIAA Cref Investment Management
      135,915 Geode Capital Management LLC
      122,114 A R T Advisors LLC
      120,115 Russell Frank Co
      105,924 FIDELITY CONCORD STREET TRUST
      100,000 SIGMA CAPITAL MANAGEMENT LLC
      95,141 Morgan Stanley
      95,000 Weiss Multi Strategy Advisers LLC
      88,217 California Public Employees Retirement System
      74,329 Franklin Street Advisors Inc
      73,796 Blackrock Investment Management LLC
      72,194 Ameriprise Financial
      65,665 Bank of America Corp DE
      56,890 AQR capital Management LLC
      47,698 Group One Trading LP
      45,626 DEERE Co
      40,300 Charles Schwab Investment Management
      37,149 Teachers Advistors Inc
      36,547 PanAgora Asset Management, Inc.
      32,300 Vinik Asset Management LP
      30,900 Two Sigma Advisors LLC
      30,900 Invesco Ltd.
      25,420 Rhumbline Advisors
      24,100 Fidelity Variable Insurance Products
      21,588 MANUFACTURERES LIFE INSURANCE CO
      21,174 ING investment management LLC
      18,344 D E Shaw Co Ltd
      17,744 Blackrock Advisors LLC
      16,784 State Board of Administration of Florida Retirement
      16,400 Loeb Offshore Management LP
      14,800 UBS AG
      14,300 CONNOR CLARK LUNN INVESTMENT MANAGEMENT LTD
      13,510 Millennium Management LLC

      • 1 Reply to michael_coen
      • michael_coen@ymail.com michael_coen Aug 26, 2013 10:29 AM Flag

        12,909 Jane Street Holding LLC
        11,872 BNP Paribas Arbitrage SA
        10,671 Guggenhiem Capital Managment
        9,057 Nationwide Fund Advisors
        5,611 DWS Investments
        4,536 DIMENSIONAL FUND ADVISORS LP
        2,427 Tower Research Capital LLc
        1,875 Sabby Management LLC
        1,630 EARNEST PARTNERS LLC
        1,482 Barclays PLC
        1,155 GE Investment Funds Inc
        765 First Mercantile Trust Co
        740 Blackrock Inc
        139 Citigroup Inc
        100 Royal Bank of Canada
        0 Orbimed Advisors LLC
        0 Ayer Capital Management

 
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