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Disc Medicine

132 hedge funds and large institutions have $1.35B invested in Disc Medicine in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 121132 (+11)

8% more capital invested

Capital invested by funds: $1.24B → $1.35B (+$105M)

0.81% less ownership

Funds ownership: 92.95%92.14% (-0.81%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

51% less call options, than puts

Call options by funds: $437K | Put options by funds: $884K

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
24
Increased
60
Reduced
26
Closed
12
Calls
$437K
Puts
$884K
Net Calls
-$447K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AVLSA
1
Atlas Venture Life Science Advisors
Massachusetts
$123M
BlackRock
2
BlackRock
New York
$91M +$19.4M +413,611 +29%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$90.4M +$3.93M +83,731 +5%
BCLSI
4
Bain Capital Life Sciences Investors
Massachusetts
$88.2M
O
5
OrbiMed
New York
$87.7M
FLSM
6
Frazier Life Sciences Management
California
$86.2M
PBA
7
Paradigm Biocapital Advisors
New York
$73.6M -$56.7M -1,206,998 -45%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$55.6M +$458K +9,753 +0.9%
Vanguard Group
9
Vanguard Group
Pennsylvania
$51.6M -$2.91M -61,894 -6%
DM
10
Deerfield Management
New York
$50.3M
LGM
11
Logos Global Management
California
$45.9M +$469K +10,000 +1%
State Street
12
State Street
Massachusetts
$40.7M +$11M +235,115 +40%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$37.1M -$261K -5,562 -0.7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$36.8M +$14.3M +303,954 +68%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$27M -$3.22M -68,501 -11%
SVCM
16
Saturn V Capital Management
Texas
$25.1M +$373K +7,952 +2%
TCM
17
TCG Crossover Management
California
$23.9M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$23.3M +$3.33M +70,983 +18%
Citadel Advisors
19
Citadel Advisors
Florida
$20.2M +$4.2M +89,503 +28%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$20M -$295K -6,283 -2%
PA
21
Perceptive Advisors
New York
$19M -$7.81M -166,420 -30%
WP
22
Woodline Partners
California
$18.5M +$5.13M +109,199 +41%
MB
23
MPM BioImpact
Massachusetts
$15.3M +$287K +6,103 +2%
FCMV
24
Foresite Capital Management V
California
$14.7M
Victory Capital Management
25
Victory Capital Management
Texas
$10.8M -$4.32M -92,035 -29%

IRON Hedge Fund Activity: Q3 2024 in Review

132 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Disc Medicine (IRON) for Q3 2024, worth a combined $1.35B — up 8.4% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IRON positions and 12 closed out — a net gain of 12 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Paradigm Biocapital Advisors, cutting an estimated $56.7M.

  • 132 institutional investors held Disc Medicine (IRON) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $1.35B of Disc Medicine stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 24 funds opened new Disc Medicine positions in Q3 2024 and 12 closed out, a net change of +12 holders.
  • The largest Disc Medicine buyer in Q3 2024 was BlackRock, an estimated $19.4M added.
  • The largest Disc Medicine seller in Q3 2024 was Paradigm Biocapital Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2024.