Disc Medicine
IRON
121 hedge funds and large institutions have $1.24B invested in Disc Medicine in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 37 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 30
61% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $986K
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
2.7% more ownership
Funds ownership: 90.24% → 92.95% (+2.7%)
7% less funds holding
Funds holding: 130 → 121 (-9)
10% less capital invested
Capital invested by funds: $1.38B → $1.24B (-$140M)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.9M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$33M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
+$31.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$25.9M |
| 5 |
BlackRock
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$22.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$16.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.2M |
| 4 |
PA
Perceptive Advisors
New York
|
-$13.1M |
| 5 |
Jennison Associates
New York
|
-$12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$32.9K | -529 | Closed |
|
152
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$13.3K | -388 | Closed |
|
|
FFO
153
Fortitude Family Office
Scottsdale,
Arizona
| – | -$22.2K | -356 | Closed |
|
|
LC
154
Lindbrook Capital
Calabasas,
California
| – | -$4.17K | -67 | Closed |
|
|
PWMG
155
Private Wealth Management Group
Princeton,
New Jersey
| – | -$1.31K | -21 | Closed |
|
|
C
156
Covestor
London,
United Kingdom
| – | -$272 | -8 | -80% |
|
|
AWM
157
Avior Wealth Management
Omaha,
Nebraska
| – | -$124 | -2 | Closed |
|
158
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$340 | +10 | +1,000% |
|
IRON Hedge Fund Activity: Q2 2024 in Review
121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q2 2024, worth a combined $1.24B — down 10% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IRON and 29 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 55 added.
The largest buyer was Wellington Management Group, adding an estimated $36.9M. The largest seller was Rock Springs Capital Management, exiting entirely with an estimated $22.6M sold.
- 121 institutional investors held Disc Medicine (IRON) as of Q2 2024, down from 130 in Q1 2024.
- Funds reported $1.24B of Disc Medicine stock for Q2 2024, down 10% quarter-over-quarter.
- 29 funds opened new Disc Medicine positions in Q2 2024 and 37 closed out, a net change of -8 holders.
- The largest Disc Medicine buyer in Q2 2024 was Wellington Management Group, an estimated $36.9M added.
- The largest Disc Medicine seller in Q2 2024 was Rock Springs Capital Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q2 2024.