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Disc Medicine
IRON

90 hedge funds and large institutions have $849M invested in Disc Medicine in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,036,657% more call options, than puts

Call options by funds: $1.89B | Put options by funds: $93K

500% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 9

174% more capital invested

Capital invested by funds: $310M → $849M (+$539M)

100% more funds holding

Funds holding: 45 → 90 (+45)

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

1.41% more ownership

Funds ownership: 83.93% → 85.34% (+1.4%)

Holders
90
Holders Change
+45
Holders Change %
+100%
% of All Funds
1.41%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
54
Increased
18
Reduced
11
Closed
9
Calls
$1.89B
Puts
$93K
Net Calls
+$1.89B
Net Calls Change
+$1.89B

Top Buyers

Rank Fund Capital Flow
1
PA
Perceptive Advisors
New York
+$26.4M
2
FLSM
Frazier Life Sciences Management
California
+$23.2M
3
Bank of America
Bank of America
North Carolina
+$19.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$17M
5
BlackRock
BlackRock
New York
+$17M

Top Sellers

Rank Fund Capital Flow
1
NHAS
Novo Holdings A/S
Denmark
-$44.4M
2
BCLSI
Bain Capital Life Sciences Investors
Massachusetts
-$23.4M
3
LGM
Logos Global Management
California
-$11.1M
4
BCM
BML Capital Management
Indiana
-$4.41M
5
5VM
5AM Venture Management
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Acuta Capital Partners
California
$6.19M +$4.95M +139,500 New
State Street
27
State Street
Massachusetts
$6.19M +$4.43M +124,916 +862%
BC
28
Boxer Capital
California
$5.77M – – –
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$5.56M +$4.44M +125,200 New
CA
30
CHI Advisors
New York
$5.56M +$4.44M +125,139 New
Invesco
31
Invesco
Georgia
$4.91M +$3.93M +110,632 New
TOCUITCONY
32
Trustees of Columbia University in the City of New York
New York
$4.91M – – –
DKCM
33
Davidson Kempner Capital Management
New York
$3.98M +$3.19M +90,000 New
Northern Trust
34
Northern Trust
Illinois
$3.11M +$2.48M +69,975 New
Renaissance Technologies
35
Renaissance Technologies
New York
$3.06M +$1.9M +53,620 +351%
WP
36
Woodline Partners
California
$3.03M +$2.42M +68,146 New
ECM
37
ExodusPoint Capital Management
New York
$2.34M -$645K -18,166 -26%
PHP
38
Parkman Healthcare Partners
Connecticut
$2.22M +$1.77M +50,000 New
BFM
39
Boothbay Fund Management
New York
$2.17M +$1.74M +48,941 New
EI
40
EAM Investors
California
$2.1M +$1.68M +47,206 New
MIM
41
Monashee Investment Management
Massachusetts
$2M +$1.6M +45,000 New
Morgan Stanley
42
Morgan Stanley
New York
$1.93M +$1.2M +33,715 +344%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$1.92M +$1.54M +43,270 New
Blackstone Inc
44
Blackstone Inc
New York
$1.81M +$1.45M +40,866 New
Two Sigma Investments
45
Two Sigma Investments
New York
$1.79M +$572K +16,111 +67%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$1.78M +$1.42M +40,000 New
Walleye Capital
47
Walleye Capital
New York
$1.59M +$1.27M +35,804 New
N
48
Nuveen
North Carolina
$1.55M +$1.24M +35,005 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.46M +$1.16M +32,800 New
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.11M +$886K +24,983 New
1
2
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IRON Hedge Fund Activity: Q2 2023 in Review

90 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q2 2023, worth a combined $849M — up 174% from $310M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IRON positions and 9 closed out — a net gain of 45 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $26.4M. The largest seller was Novo Holdings A/S, cutting an estimated $44.4M.

  • 90 institutional investors held Disc Medicine (IRON) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $849M of Disc Medicine stock for Q2 2023, up 174% quarter-over-quarter.
  • 54 funds opened new Disc Medicine positions in Q2 2023 and 9 closed out, a net change of +45 holders.
  • The largest Disc Medicine buyer in Q2 2023 was Perceptive Advisors, an estimated $26.4M added.
  • The largest Disc Medicine seller in Q2 2023 was Novo Holdings A/S, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2023.