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115 hedge funds and large institutions have $171M invested in Geron in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $138M → $171M (+$33.5M)

6% more funds holding

Funds holding: 108115 (+7)

0.73% more ownership

Funds ownership: 38.08%38.8% (+0.73%)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.98M

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
28
Reduced
33
Closed
10
Calls
$991K
Puts
$1.98M
Net Calls
-$988K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$133K +$47.5K +17,877 +59%
ARTA
52
A.R.T. Advisors
New York
$131K -$323K -121,500 -72%
Invesco
53
Invesco
Georgia
$121K +$25.8K +9,711 +29%
Legal & General Group
54
Legal & General Group
United Kingdom
$117K
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$117K +$13.5K +5,100 +14%
CD
56
Carl Domino
Florida
$114K
Russell Investments Group
57
Russell Investments Group
United Kingdom
$114K +$109K +41,180 New
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$112K -$59.9K -22,561 -36%
IA
59
IFP Advisors
Florida
$92K -$3.98K -1,500 -4%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$91K +$2.66K +1,000 +3%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$85K -$84K -31,606 -51%
Principal Financial Group
62
Principal Financial Group
Iowa
$76K
FM
63
Family Management
New York
$70K
US Bancorp
64
US Bancorp
Minnesota
$64K
TSS
65
Two Sigma Securities
New York
$59K +$57K +21,460 New
WMSA
66
Weiss Multi-Strategy Advisers
New York
$55K
AB
67
Amalgamated Bank
New York
$53K +$1.8K +679 +4%
PP
68
Paloma Partners
Connecticut
$52K +$49.7K +18,700 New
Citadel Advisors
69
Citadel Advisors
Florida
$51K -$737K -277,305 -94%
LPL Financial
70
LPL Financial
California
$51K -$863 -325 -2%
Simplex Trading
71
Simplex Trading
Illinois
$51K +$5K +1,884 +11%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$45.8K +$42.3K +15,908 +2,497%
FIM
73
Fernwood Investment Management
Massachusetts
$44K
BAM
74
Brave Asset Management
New Jersey
$43K -$23.4K -8,824 -36%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$39K -$10.6K -4,000 -22%

GERN Hedge Fund Activity: Q2 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q2 2017, worth a combined $171M — up 24% from $138M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GERN positions and 10 closed out — a net gain of 8 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.38M. The largest seller was Citadel Advisors, cutting an estimated $737K.

  • 115 institutional investors held Geron (GERN) as of Q2 2017, up from 108 in Q1 2017.
  • Funds reported $171M of Geron stock for Q2 2017, up 24% quarter-over-quarter.
  • 18 funds opened new Geron positions in Q2 2017 and 10 closed out, a net change of +8 holders.
  • The largest Geron buyer in Q2 2017 was Deutsche Bank, an estimated $1.38M added.
  • The largest Geron seller in Q2 2017 was Citadel Advisors, an estimated $737K sold.

Based on aggregated 13F filings for Q2 2017.