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Geron
GERN

202 hedge funds and large institutions have $852M invested in Geron in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.89M

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $787M → $852M (+$65.4M)

3.46% more ownership

Funds ownership: 70.93% → 74.38% (+3.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 202 → 202 (0)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
202
Holders Change
–
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
73
Reduced
47
Closed
21
Calls
$4.77M
Puts
$1.89M
Net Calls
+$2.88M
Net Calls Change
+$338K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
VC
Vivo Capital
California
+$14.8M
3
Deutsche Bank
Deutsche Bank
Germany
+$13.3M
4
SI
Sofinnova Investments
California
+$9.94M
5
BlackRock
BlackRock
New York
+$9.75M

Top Sellers

Rank Fund Capital Flow
1
AG
Artal Group
Luxembourg
-$11.8M
2
Marshall Wace
Marshall Wace
United Kingdom
-$7.35M
3
BBA
Baker Bros. Advisors
New York
-$6.49M
4
LGM
Logos Global Management
California
-$5.83M
5
OM
Opaleye Management
Massachusetts
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.74M +$307K +157,892 +10%
JP Morgan Chase
27
JP Morgan Chase
New York
$3.67M +$213K +109,388 +7%
Rafferty Asset Management
28
Rafferty Asset Management
New York
$3.52M -$453K -233,179 -12%
Barclays
29
Barclays
United Kingdom
$3.32M +$21.9K +11,236 +0.7%
N
30
Nuveen
North Carolina
$3.15M +$48.3K +24,852 +2%
UBS Group
31
UBS Group
Switzerland
$3.04M +$1.54M +790,423 +121%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.73M – – –
Walleye Capital
33
Walleye Capital
New York
$2.69M -$1.85M -950,552 -43%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.61M +$398K +204,765 +20%
KCM
35
Kennedy Capital Management
Missouri
$2.4M +$2.21M +1,135,195 New
NFGH
36
Nan Fung Group Holdings
Hong Kong
$1.93M +$311K +160,000 +21%
VCIM
37
Velan Capital Investment Management
Georgia
$1.64M – – –
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.63M -$453K -232,900 -23%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$1.51M +$382K +196,328 +38%
Citigroup
40
Citigroup
New York
$1.5M -$183K -93,962 -12%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.5M +$6.14K +3,157 +0.4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.48M +$443K +227,634 +48%
CM
43
Crestline Management
Texas
$1.45M +$199K +102,227 +17%
CS
44
Credit Suisse
Switzerland
$1.41M +$24.4K +12,558 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$1.36M +$489K +251,455 +64%
Ameriprise
46
Ameriprise
Minnesota
$1.3M +$25.8K +13,262 +2%
Jane Street
47
Jane Street
New York
$1.29M +$827K +425,063 +226%
EAM
48
Exome Asset Management
New York
$1.28M +$1.18M +607,500 New
Bank of America
49
Bank of America
North Carolina
$1.15M -$1.28M -657,273 -55%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.08M – – –
1
2
3 4 5

GERN Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2023, worth a combined $852M — up 8.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GERN positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Artal Group, exiting entirely with an estimated $11.8M sold.

  • 202 institutional investors held Geron (GERN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $852M of Geron stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 23 funds opened new Geron positions in Q4 2023 and 21 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Geron seller in Q4 2023 was Artal Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.