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Disc Medicine

112 hedge funds and large institutions have $1.17B invested in Disc Medicine in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

30% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.58M

26% more capital invested

Capital invested by funds: $934M → $1.17B (+$239M)

23% more funds holding

Funds holding: 91112 (+21)

2.76% less ownership

Funds ownership: 86.89%84.13% (-2.8%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
112
Holders Change
+21
Holders Change %
+23.08%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
32
Increased
41
Reduced
28
Closed
10
Calls
$12.4M
Puts
$9.58M
Net Calls
+$2.87M
Net Calls Change
+$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$10.8M +$2.56M +50,057 +36%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$10.3M +$6.3M +122,981 +225%
FTM
28
First Turn Management
California
$9.08M +$8.05M +157,274 New
BOCH
29
Blue Owl Capital Holdings
New York
$8.1M +$7.18M +140,260 New
SC
30
Stempoint Capital
New York
$7.24M +$6.42M +125,429 New
CAM
31
Cormorant Asset Management
Massachusetts
$7.22M -$5.12M -100,000 -44%
ACP
32
Acuta Capital Partners
California
$6.67M -$1.16M -22,698 -16%
Invesco
33
Invesco
Georgia
$6.59M -$2.41M -47,145 -29%
Northern Trust
34
Northern Trust
Illinois
$5.5M +$319K +6,221 +7%
PHP
35
Parkman Healthcare Partners
Connecticut
$5.36M +$2.09M +40,813 +78%
Charles Schwab
36
Charles Schwab
California
$5.18M +$283K +5,525 +7%
CS
37
Candriam SCA
Luxembourg
$4.62M +$4.1M +80,000 New
SVCM
38
Saturn V Capital Management
Texas
$3.74M +$3.32M +64,784 New
Goldman Sachs
39
Goldman Sachs
New York
$3.59M +$1.78M +34,821 +127%
Hudson Bay Capital Management
40
Hudson Bay Capital Management
Connecticut
$3.58M +$1.02M +20,000 +48%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$3.37M +$2.98M +58,260 New
EI
42
EAM Investors
California
$3.06M +$91.3K +1,784 +3%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$2.93M +$2.6M +50,711 New
MB
44
MPM BioImpact
Massachusetts
$2.89M +$2.56M +50,000 New
Renaissance Technologies
45
Renaissance Technologies
New York
$2.79M +$952K +18,590 +63%
BFM
46
Boothbay Fund Management
New York
$2.49M +$607K +11,864 +38%
Jennison Associates
47
Jennison Associates
New York
$2.49M +$2.2M +43,031 New
CM
48
Caption Management
Oklahoma
$2.48M +$2.2M +43,000 New
NIP
49
Nicholas Investment Partners
California
$2.34M +$2.07M +40,494 New
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$2.31M

IRON Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q4 2023, worth a combined $1.17B — up 26% from $934M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IRON positions and 10 closed out — a net gain of 22 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Paradigm Biocapital Advisors, adding an estimated $57M. The largest seller was Novo Holdings A/S, exiting entirely with an estimated $51.2M sold.

  • 112 institutional investors held Disc Medicine (IRON) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $1.17B of Disc Medicine stock for Q4 2023, up 26% quarter-over-quarter.
  • 32 funds opened new Disc Medicine positions in Q4 2023 and 10 closed out, a net change of +22 holders.
  • The largest Disc Medicine buyer in Q4 2023 was Paradigm Biocapital Advisors, an estimated $57M added.
  • The largest Disc Medicine seller in Q4 2023 was Novo Holdings A/S, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2023.