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Disc Medicine, Inc.

IRON Healthcare
$69.57 $-1.23 (-1.74%)
Market Cap: $2.66 B
Gurus Holding
4
Popularity Rank
#2140
% of Shares Held
0.35%
Net Activity (Q1 2026)
-$522,965.83

Guru Ownership Trend

Guru Analysis for Disc Medicine, Inc. (IRON)

Disc Medicine, Inc. (IRON), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $9.38 M.

Top institutional holders include Louis Moore Bacon and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $522,965.83 net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 53.1%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$3.7 M
Total Buy Value
New Buys 1
Additions 1
-$4.23 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Disc Medicine, Inc. (IRON)

Major holders include Louis Moore Bacon ($3.7 M), Renaissance Technologies (RenTech) ($2.03 M), Paul Tudor Jones ($1.98 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 134,773 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $522,965.83, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited IRON. The total reported sell value was $4.23 M.

Yes, 1 managers opened new positions in IRON, and 1 increased their existing holdings. The total reported buy value was $3.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% New Buy 57,796 $3.7 M Q1 2026
0.00% Reduce -49.4% 31,820 $2.03 M Q1 2026
0.00% Reduce -53.1% 31,002 $1.98 M Q1 2026
0.00% Add 1.1% 14,155 $905,071 Q1 2026
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