Deerfield Management IRON Position
Active11-Fund ConvergenceDeerfield Management trimmed their position in Disc Medicine Inc. (IRON) in Q4 2025, holding $40.6M worth of shares across 511,163 shares.
The position was first reported in Q2 2023 and has been tracked across 11 quarterly 13F filings.
IRON is a convergence signal: 11 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for DISC-0974 in 167 days (Sep 30, 2026), making the timing of Deerfield's position particularly relevant.
Short interest stands at 13.0% of float with 4.2 days to cover, indicating significant bearish positioning against Deerfield's long thesis.
About Disc Medicine Inc.
Disc Medicine, Inc., a clinical-stage biotechnology company, engages in discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. It builds a portfolio of therapeutic candidates that address a spectrum of hematologic diseases by targeting fundamental biological pathways of red blood cell biology, primarily heme biosynthesis and iron homeostasis. The company is based in Watertown, Massachusetts.
Full company profile →Short Interest
13.0%
4.2 days to cover
Deerfield Management IRON Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Decreased | 511,163 | -408,240 | $40.6M |
| Q3 2025 | Held | 919,403 | — | $60.8M |
| Q2 2025 | Increased | 919,403 | +137,070 | $48.7M |
| Q1 2025 | Increased | 782,333 | +181,818 | $38.8M |
| Q4 2024 | Decreased | 600,515 | -422,750 | $38.1M |
| Q3 2024 | Held | 1,023,265 | — | $50.3M |
| Q2 2024 | Increased | 1,023,265 | +357,730 | $46.1M |
| Q1 2024 | Increased | 665,535 | +201,243 | $41.4M |
| Q4 2023 | Increased | 464,292 | +34,292 | $26.8M |
| Q3 2023 | Held | 430,000 | — | $20.2M |
| Q2 2023 | New | 430,000 | +430,000 | $19.1M |
Frequently Asked Questions
Does Deerfield Management own IRON?
Yes. As of Q4 2025, Deerfield Management holds 511,163 shares of Disc Medicine Inc. (IRON) valued at $40.6M. This data comes from their SEC 13F filing.
How many hedge funds own IRON?
11 specialist biotech hedge funds currently hold IRON, including RA Capital Management, OrbiMed Advisors, Perceptive Advisors and 7 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Deerfield Management first buy IRON?
Deerfield Management's position in IRON was first reported in Q2 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Deerfield Management's IRON position increasing or decreasing?
Deerfield Management trimmed their IRON position in the most recent quarter, reducing by 408,240 shares.
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