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124 hedge funds and large institutions have $97.3M invested in Geron in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $62.6M → $97.3M (+$34.8M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

2.13% less ownership

Funds ownership: 33.57%31.43% (-2.1%)

10% less funds holding

Funds holding: 138124 (-14)

33% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.86M

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
124
Holders Change
-14
Holders Change %
-10.14%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
30
Closed
29
Calls
$1.24M
Puts
$1.86M
Net Calls
-$618K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$108K +$89.2K +65,260 New
VOYA Investment Management
52
VOYA Investment Management
Georgia
$108K
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$107K +$2.05K +1,500 +2%
Wolverine Trading
54
Wolverine Trading
Illinois
$98K +$12.3K +8,988 +18%
PPA
55
Parametric Portfolio Associates
Washington
$89K +$8.66K +6,335 +13%
Barclays
56
Barclays
United Kingdom
$84K -$201K -147,267 -74%
Principal Financial Group
57
Principal Financial Group
Iowa
$83K -$470 -344 -0.7%
SWM
58
SVA Wealth Management
Wisconsin
$83K
CSS
59
Cubist Systematic Strategies
Connecticut
$81K +$66.6K +48,707 New
PCM
60
Poehling Capital Management
Wisconsin
$80K
SXL
61
Summit X LLC
Missouri
$74K +$18.5K +13,543 +46%
VF
62
Virtu Financial
New York
$67K -$202K -147,636 -78%
IWM
63
IHT Wealth Management
Illinois
$63K +$1.37K +1,000 +3%
UBS Group
64
UBS Group
Switzerland
$62K -$11.3K -8,232 -18%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$60.8K +$49.3K +36,068 +6,429%
Legal & General Group
66
Legal & General Group
United Kingdom
$57K +$7.1K +5,195 +18%
FSA
67
Fort Sheridan Advisors
Illinois
$46K
Prudential Financial
68
Prudential Financial
New Jersey
$45K +$15.7K +11,514 +75%
USAA
69
United Services Automobile Association
Texas
$42K
AB
70
Amalgamated Bank
New York
$42K +$1.21K +886 +4%
WG
71
Winton Group
United Kingdom
$37K +$30.5K +22,281 New
RI
72
Rudd International
Florida
$35K
VBFG
73
Vishria Bird Financial Group
Tennessee
$34K
UCFA
74
United Capital Financial Advisors
Texas
$34K +$4.1K +3,000 +17%
AAM
75
American Asset Management
Florida
$34K +$6.83K +5,000 +32%

GERN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2019, worth a combined $97.3M — up 56% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GERN and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 38 added.

The largest buyer was Vanguard Group, adding an estimated $7.19M. The largest seller was JP Morgan Chase, cutting an estimated $3.75M.

  • 124 institutional investors held Geron (GERN) as of Q1 2019, down from 138 in Q4 2018.
  • Funds reported $97.3M of Geron stock for Q1 2019, up 56% quarter-over-quarter.
  • 15 funds opened new Geron positions in Q1 2019 and 29 closed out, a net change of -14 holders.
  • The largest Geron buyer in Q1 2019 was Vanguard Group, an estimated $7.19M added.
  • The largest Geron seller in Q1 2019 was JP Morgan Chase, an estimated $3.75M sold.

Based on aggregated 13F filings for Q1 2019.