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Disc Medicine

55 hedge funds and large institutions have $165M invested in Disc Medicine in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.06M

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

12% more funds holding

Funds holding: 4955 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 2%1.98% (-0.02%)

52% less capital invested

Capital invested by funds: $347M → $165M (-$181M)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
17
Reduced
15
Closed
12
Calls
$3.48M
Puts
$1.06M
Net Calls
+$2.42M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OrbiMed
New York
$37.7M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.8M +$1.27M +3,877 +4%
FCMV
3
Foresite Capital Management V
California
$15.8M
SCM
4
Suvretta Capital Management
New York
$13.8M +$9.02M +27,422 +63%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.3M -$1.11M -3,362 -5%
Franklin Resources
6
Franklin Resources
California
$10.4M +$12.1M +36,853 +221%
BC
7
Boxer Capital
California
$8.41M
BlackRock
8
BlackRock
New York
$8.14M +$11.1M +33,877 +421%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$5.71M -$191K -580 -2%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$5.42M +$3.26M +9,915 +55%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$4.53M -$8.55M -25,999 -53%
JCM
12
JS Capital Management
New York
$3.07M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.94M +$1.9M +5,788 +62%
IC
14
Ikarian Capital
Texas
$2.76M -$2.83M -8,598 -38%
Citadel Advisors
15
Citadel Advisors
Florida
$2.43M -$540K -1,641 -12%
State Street
16
State Street
Massachusetts
$1.99M +$3.17M +9,644 +1,538%
Millennium Management
17
Millennium Management
New York
$1.66M -$814K -2,476 -23%
HMC
18
Harvard Management Company
Massachusetts
$1.62M
Northern Trust
19
Northern Trust
Illinois
$1.44M +$1.81M +5,517 +289%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$1.29M -$3.07M -9,350 -58%
Charles Schwab
21
Charles Schwab
California
$1.21M +$474K +1,442 +30%
CM
22
Caption Management
Oklahoma
$562K +$951K +2,893 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$404K +$558K +1,697 +437%
N
24
Nuveen
North Carolina
$403K +$684K +2,079 New
AA
25
ALPS Advisors
Colorado
$367K +$621K +1,890 New

IRON Hedge Fund Activity: Q2 2021 in Review

55 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q2 2021, worth a combined $165M — down 52% from $347M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IRON positions and 12 closed out — a net gain of 6 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Franklin Resources, adding an estimated $12.1M. The largest seller was Opaleye Management, exiting entirely with an estimated $11M sold.

  • 55 institutional investors held Disc Medicine (IRON) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $165M of Disc Medicine stock for Q2 2021, down 52% quarter-over-quarter.
  • 18 funds opened new Disc Medicine positions in Q2 2021 and 12 closed out, a net change of +6 holders.
  • The largest Disc Medicine buyer in Q2 2021 was Franklin Resources, an estimated $12.1M added.
  • The largest Disc Medicine seller in Q2 2021 was Opaleye Management, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2021.