J. Safra Sarasin Holding 13F: Adds $9.2M to Insmed (INSM) Stake
Key Points
- J. Safra Sarasin increased its holdings in Insmed by 79,602 shares, raising its total position to 175,204 shares valued at about $20.2 million.
- Insmed recently traded around $93.33, which is about equal to its closing price on the filing date, indicating stability in its share price.
- J. Safra Sarasin's position now makes up 0.85% of its total reported value of $2.37 billion, ranking it 34th among its 800 holdings.
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On October 26, 2026, J. Safra Sarasin Holding boosted its stake in Insmed Incorporated (INSM) by 79,602 shares, raising its total holdings to 175,204 shares.
INSM
Insmed Incorporated
What Changed in J. Safra Sarasin's Insmed Position
The fund's recent increase in shares represents an 83.3% change in its position. Before this adjustment, J. Safra Sarasin held 95,602 shares. The total reported value of its Insmed position is now approximately $20.2 million, reflecting a significant commitment to the biotechnology company.
Where Insmed Fits in J. Safra Sarasin's Portfolio
Insmed now accounts for 0.85% of J. Safra Sarasin's overall portfolio, which consists of 800 positions. The fund ranks this investment 34th in its portfolio.
Other Institutional Activity in Insmed
Baker Bros. Advisors, LP holds 8,796,111 shares of Insmed, increasing its stake by 1,375,111 shares. Capital International Investors also boosted its position by 2,643,093 shares, bringing its total to 8,238,124 shares. Meanwhile, Ameriprise Financial, Inc. grew its holdings by 3,121,891 shares, ending with 6,179,571 shares.
Insmed Incorporated Stock Down 1.8%
As of October 26, 2026, Insmed shares closed at $93.33. The stock has shown resilience, trading around this level recently, which may indicate investor confidence in the company's prospects.
Recent Earnings
Insmed reported trailing twelve-month revenue of approximately $1.14 billion, with a year-over-year revenue growth of 296.1%. The next earnings report is scheduled for October 29, 2026, which could provide further insights into its financial health.
Insider Buying and Selling at Insmed Incorporated
Recent insider activity includes several notable sales. On August 10, 2026, Chief Operating Officer Roger Adsett sold 239,850 shares at an average price of $133.27, totaling about $31.96 million. Other insiders have also sold shares in August and September, indicating varied sentiments among the company's leadership.
Analysts Set New Price Targets
On September 15, 2026, Roth Capital reiterated a Buy rating on Insmed with a price target of $198. Barclays maintained an Overweight rating with a target of $207 on September 30, 2026. Morgan Stanley also holds an Overweight rating with a target of $213, reflecting a generally positive outlook from analysts.
About Insmed
Insmed Incorporated focuses on developing treatments for serious and rare diseases. Its lead product, ARIKAYCE, is used to treat lung infections, and the company is exploring further therapies in clinical trials. This recent boost in J. Safra Sarasin's stake underscores the interest in Insmed's growth potential in the biotech sector.
Bottom Line
Investors should keep an eye on Insmed as it approaches its next earnings date on October 29, 2026. J. Safra Sarasin's increased position suggests confidence in the company's trajectory, and further developments in upcoming filings will be important to monitor.
Related Filing Alerts
Source: J. Safra Sarasin Holding's 13F filing on $INSM (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts