Disc Medicine
IRON
45 hedge funds and large institutions have $310M invested in Disc Medicine in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
57.53% more ownership
Funds ownership: 26.4% → 83.93% (+58%)
43% more capital invested
Capital invested by funds: $216M → $310M (+$93.8M)
29% more funds holding
Funds holding: 35 → 45 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
+$44.4M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
+$11.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$10.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.95M |
| 5 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$10.2M |
| 2 |
BCM
BML Capital Management
Zionsville,
Indiana
|
-$6.5M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$1.63M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$925K |
| 5 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$580K |
IRON Hedge Fund Activity: Q1 2023 in Review
45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q1 2023, worth a combined $310M — up 43% from $216M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IRON positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Bain Capital Life Sciences Investors, opening a new position worth an estimated $44.4M. The largest seller was Janus Henderson Group, cutting an estimated $10.2M.
- 45 institutional investors held Disc Medicine (IRON) as of Q1 2023, up from 35 in Q4 2022.
- Funds reported $310M of Disc Medicine stock for Q1 2023, up 43% quarter-over-quarter.
- 13 funds opened new Disc Medicine positions in Q1 2023 and 3 closed out, a net change of +10 holders.
- The largest Disc Medicine buyer in Q1 2023 was Bain Capital Life Sciences Investors, an estimated $44.4M added.
- The largest Disc Medicine seller in Q1 2023 was Janus Henderson Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2023.