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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Perceptive Advisors
New York
|
+$26.4M |
| 2 |
FLSM
Frazier Life Sciences Management
Palo Alto,
California
|
+$23.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$17M |
| 5 |
BlackRock
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
-$44.4M |
| 2 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$23.4M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
-$11.1M |
| 4 |
BCM
BML Capital Management
Zionsville,
Indiana
|
-$4.41M |
| 5 |
5VM
5AM Venture Management
San Francisco,
California
|
-$3.55M |
IRON Hedge Fund Activity: Q2 2023 in Review
90 of the 6,383 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.