Disc Medicine
IRON
130 hedge funds and large institutions have $1.38B invested in Disc Medicine in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
97% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 29
18% more capital invested
Capital invested by funds: $1.17B → $1.38B (+$210M)
16% more funds holding
Funds holding: 112 → 130 (+18)
6.11% more ownership
Funds ownership: 84.13% → 90.24% (+6.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
68% less call options, than puts
Call options by funds: $22.1M | Put options by funds: $68.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$34.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.9M |
| 4 |
DM
Deerfield Management
New York
|
+$13M |
| 5 |
SVCM
Saturn V Capital Management
Austin,
Texas
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$19.6M |
| 2 |
AVLSA
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
|
-$17.4M |
| 3 |
5VM
5AM Venture Management
San Francisco,
California
|
-$17M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$11.4M |
| 5 |
IC
Ikarian Capital
Dallas,
Texas
|
-$11M |
IRON Hedge Fund Activity: Q1 2024 in Review
130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q1 2024, worth a combined $1.38B — up 18% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IRON positions and 12 closed out — a net gain of 19 holders — while 57 added to existing stakes and 29 trimmed.
The largest buyer was State Street, adding an estimated $34.5M. The largest seller was Polar Capital Holdings, cutting an estimated $19.6M.
- 130 institutional investors held Disc Medicine (IRON) as of Q1 2024, up from 112 in Q4 2023.
- Funds reported $1.38B of Disc Medicine stock for Q1 2024, up 18% quarter-over-quarter.
- 31 funds opened new Disc Medicine positions in Q1 2024 and 12 closed out, a net change of +19 holders.
- The largest Disc Medicine buyer in Q1 2024 was State Street, an estimated $34.5M added.
- The largest Disc Medicine seller in Q1 2024 was Polar Capital Holdings, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2024.