RA Capital Management IRON Position
Active11-Fund ConvergenceRA Capital Management increased their position in Disc Medicine Inc. (IRON) in Q4 2025, holding $156.9M worth of shares across 1,976,132 shares.
The position was first reported in Q1 2025 and has been tracked across 4 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 163 days (Sep 30, 2026), making the timing of RA Capital's position particularly relevant.
Short interest stands at 15.8% of float with 9.3 days to cover, indicating significant bearish positioning against RA Capital'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
15.8%
9.3 days to cover
RA Capital Management IRON Position History
Frequently Asked Questions
Does RA Capital Management own IRON?
Yes. As of Q4 2025, RA Capital Management holds 1,976,132 shares of Disc Medicine Inc. (IRON) valued at $156.9M. This data comes from their SEC 13F filing.
How many hedge funds own IRON?
11 specialist biotech hedge funds currently hold IRON, including OrbiMed Advisors, Deerfield Management, Perceptive Advisors and 7 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did RA Capital Management first buy IRON?
RA Capital Management's position in IRON was first reported in Q1 2025. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is RA Capital Management's IRON position increasing or decreasing?
RA Capital Management increased their IRON position in the most recent quarter, adding 399,026 shares.
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