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Geron
GERN

202 hedge funds and large institutions have $787M invested in Geron in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 34

130% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $1.96M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.25% more ownership

Funds ownership: 67.68% → 70.93% (+3.2%)

0% more funds holding

Funds holding: 201 → 202 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

29% less capital invested

Capital invested by funds: $1.1B → $787M (-$318M)

Holders
202
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
84
Reduced
34
Closed
24
Calls
$4.5M
Puts
$1.96M
Net Calls
+$2.54M
Net Calls Change
-$1.56M

Top Buyers

Rank Fund Capital Flow
1
RCM
RA Capital Management
Massachusetts
+$39.8M
2
State Street
State Street
Massachusetts
+$11.1M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Charles Schwab
Charles Schwab
California
+$6.24M
5
SBH
Segall Bryant & Hamill
Illinois
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$10.7M
2
OCA
Octagon Capital Advisors
New York
-$7.31M
3
Norges Bank
Norges Bank
Norway
-$6.23M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.14M
5
SI
Sofinnova Investments
California
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
26
Walleye Capital
New York
$4.72M +$3.59M +1,322,938 +146%
ABG
27
Ally Bridge Group
New York
$4.71M +$267K +98,477 +5%
OM
28
Opaleye Management
Massachusetts
$4.06M -$1.18M -435,000 -19%
Rafferty Asset Management
29
Rafferty Asset Management
New York
$4.03M +$1.57M +577,422 +44%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.45M -$132K -48,737 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.42M -$51.3K -18,910 -1%
Barclays
32
Barclays
United Kingdom
$3.32M +$2.2M +811,192 +108%
N
33
Nuveen
North Carolina
$3.11M +$257K +94,739 +7%
Morgan Stanley
34
Morgan Stanley
New York
$2.89M +$1.65M +609,794 +81%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.75M – – –
Bank of America
36
Bank of America
North Carolina
$2.55M +$1.1M +403,491 +50%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$2.19M +$2.71M +999,685 +3,049%
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.13M +$26.3K +9,700 +1%
JF
39
Jump Financial
Illinois
$1.76M +$2.04M +750,001 +922%
Citigroup
40
Citigroup
New York
$1.71M +$751K +276,572 +52%
VCIM
41
Velan Capital Investment Management
Georgia
$1.65M – – –
NFGH
42
Nan Fung Group Holdings
Hong Kong
$1.6M +$992K +365,550 +94%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.5M -$5.18K -1,909 -0.3%
CS
44
Credit Suisse
Switzerland
$1.39M -$120K -44,343 -6%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.38M +$1.77M +653,202 New
UBS Group
46
UBS Group
Switzerland
$1.38M -$3.84K -1,414 -0.2%
Ameriprise
47
Ameriprise
Minnesota
$1.28M +$443K +163,106 +37%
CM
48
Crestline Management
Texas
$1.24M +$258K +95,000 +19%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.1M +$561K +206,632 +66%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.09M -$147K -53,991 -9%
1
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3 4 5

GERN Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2023, worth a combined $787M — down 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GERN positions and 24 closed out — a net gain of 3 holders — while 84 added to existing stakes and 34 trimmed.

The largest buyer was RA Capital Management, adding an estimated $39.8M. The largest seller was Marshall Wace, cutting an estimated $10.7M.

  • 202 institutional investors held Geron (GERN) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $787M of Geron stock for Q3 2023, down 29% quarter-over-quarter.
  • 27 funds opened new Geron positions in Q3 2023 and 24 closed out, a net change of +3 holders.
  • The largest Geron buyer in Q3 2023 was RA Capital Management, an estimated $39.8M added.
  • The largest Geron seller in Q3 2023 was Marshall Wace, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.