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Geron
GERN

191 hedge funds and large institutions have $706M invested in Geron in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 35 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 35

39% more capital invested

Capital invested by funds: $509M → $706M (+$197M)

29% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.14M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

9.18% more ownership

Funds ownership: 54.81% → 63.99% (+9.2%)

3% more funds holding

Funds holding: 185 → 191 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
77
Reduced
35
Closed
34
Calls
$2.77M
Puts
$2.14M
Net Calls
+$626K
Net Calls Change
-$28.2M

Top Buyers

Rank Fund Capital Flow
1
DTC
Deep Track Capital
Connecticut
+$55.2M
2
RCM
RA Capital Management
Massachusetts
+$52.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.6M
5
FFM
Fairmount Funds Management
Pennsylvania
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
BC
Boxer Capital
California
-$19.6M
2
EC
EcoR1 Capital
California
-$9.75M
3
CM
Caption Management
Oklahoma
-$4.2M
4
KCM
Kennedy Capital Management
Missouri
-$2.93M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
26
Octagon Capital Advisors
New York
$4.94M +$6.47M +2,278,000 New
APM
27
Avidity Partners Management
Texas
$4.62M +$6.04M +2,128,000 New
Rafferty Asset Management
28
Rafferty Asset Management
New York
$4M +$1.6M +564,779 +44%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.57M -$988K -347,848 -17%
Citigroup
30
Citigroup
New York
$3.21M +$2.59M +910,697 +160%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.05M +$402K +141,653 +11%
N
32
Nuveen
North Carolina
$2.87M +$1.09M +384,731 +41%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.69M +$2.94M +1,036,400 +506%
Charles Schwab
34
Charles Schwab
California
$2.47M +$504K +177,382 +18%
Morgan Stanley
35
Morgan Stanley
New York
$2.42M +$1.48M +521,985 +88%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.74M -$54.2K -19,100 -2%
UBS Group
37
UBS Group
Switzerland
$1.72M +$489K +172,257 +28%
Barclays
38
Barclays
United Kingdom
$1.71M -$384K -135,219 -15%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$1.64M +$1.38M +486,845 +182%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.24M +$183K +64,432 +13%
CS
41
Credit Suisse
Switzerland
$1.15M +$77.7K +27,349 +5%
Norges Bank
42
Norges Bank
Norway
$1.12M +$1.47M +516,300 New
AR
43
Advisory Research
Illinois
$1.07M +$846K +297,752 +151%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$128K +45,222 +10%
GTC
45
Ghost Tree Capital
New York
$977K +$1.28M +450,000 New
Wells Fargo
46
Wells Fargo
California
$901K +$1.11M +391,321 +1,653%
CM
47
Crestline Management
Texas
$887K +$1.16M +408,812 New
MS
48
Maven Securities
Jersey
$868K +$1.14M +400,000 New
SXL
49
Summit X LLC
Missouri
$813K +$771K +271,606 +263%
AllianceBernstein
50
AllianceBernstein
Tennessee
$783K +$49.1K +17,300 +5%
1
2
3 4 5

GERN Hedge Fund Activity: Q1 2023 in Review

191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2023, worth a combined $706M — up 39% from $509M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GERN positions and 34 closed out — a net gain of 7 holders — while 77 added to existing stakes and 35 trimmed.

The largest buyer was Deep Track Capital, adding an estimated $55.2M. The largest seller was Boxer Capital, exiting entirely with an estimated $19.6M sold.

  • 191 institutional investors held Geron (GERN) as of Q1 2023, up from 185 in Q4 2022.
  • Funds reported $706M of Geron stock for Q1 2023, up 39% quarter-over-quarter.
  • 41 funds opened new Geron positions in Q1 2023 and 34 closed out, a net change of +7 holders.
  • The largest Geron buyer in Q1 2023 was Deep Track Capital, an estimated $55.2M added.
  • The largest Geron seller in Q1 2023 was Boxer Capital, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2023.