Disc Medicine
IRON
35 hedge funds and large institutions have $216M invested in Disc Medicine in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 16 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 3
529% more capital invested
Capital invested by funds: $34.3M → $216M (+$181M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
24.34% more ownership
Funds ownership: 2.06% → 26.4% (+24%)
20% less funds holding
Funds holding: 44 → 35 (-9)
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVLSA
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
|
+$164M |
| 2 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
+$117M |
| 3 |
O
OrbiMed
New York
|
+$97.9M |
| 4 |
5VM
5AM Venture Management
San Francisco,
California
|
+$28.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Suvretta Capital Management
New York
|
-$3.89M |
| 2 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$317K |
| 3 |
E
Ergoteles
New York
|
-$151K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$123K |
| 5 |
MA
MYDA Advisors
Woodmere,
New York
|
-$103K |
IRON Hedge Fund Activity: Q4 2022 in Review
35 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q4 2022, worth a combined $216M — up 529% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IRON and 8 opened new positions — a net loss of 8 holders — while 3 trimmed existing stakes and 24 added.
The largest buyer was Atlas Venture Life Science Advisors, adding an estimated $164M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $3.89M sold.
- 35 institutional investors held Disc Medicine (IRON) as of Q4 2022, down from 44 in Q3 2022.
- Funds reported $216M of Disc Medicine stock for Q4 2022, up 529% quarter-over-quarter.
- 8 funds opened new Disc Medicine positions in Q4 2022 and 16 closed out, a net change of -8 holders.
- The largest Disc Medicine buyer in Q4 2022 was Atlas Venture Life Science Advisors, an estimated $164M added.
- The largest Disc Medicine seller in Q4 2022 was Suvretta Capital Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q4 2022.