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Disc Medicine, Inc.

IRON Healthcare
$68.49 $-1.04 (-1.50%)
Market Cap: $2.63 B
Gurus Holding
3
Popularity Rank
#2797
% of Shares Held
0.25%
Net Activity (Q2 2026)
-$2.52 M

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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.6 M.

Top institutional holders include Louis Moore Bacon and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.52 M net outflow during the quarter.

On the selling side, Cliff Asness reduced exposure by 30.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$2.52 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
0

FAQs for Disc Medicine, Inc. (IRON)

Major holders include Louis Moore Bacon ($4.23 M), Paul Tudor Jones ($2.1 M), Cliff Asness ($721,745). According to the latest reported data, 3 tracked investment managers collectively hold approximately 96,327 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.52 M, with 0 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited IRON. The total reported sell value was $2.52 M.

No tracked managers opened new positions or increased their holdings in IRON during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% 57,796 $4.23 M Q2 2026
0.00% Reduce -7.5% 28,663 $2.1 M Q2 2026
0.00% Reduce -30.3% 9,868 $721,745 Q2 2026
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