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119 hedge funds and large institutions have $79M invested in Geron in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 117119 (+2)

0.06% more ownership

Funds ownership: 31.48%31.54% (+0.06%)

5% less capital invested

Capital invested by funds: $82.9M → $79M (-$3.83M)

30% less call options, than puts

Call options by funds: $673K | Put options by funds: $960K

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
23
Closed
12
Calls
$673K
Puts
$960K
Net Calls
-$287K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Poehling Capital Management
Wisconsin
$68K
SWM
52
SVA Wealth Management
Wisconsin
$67K
Legal & General Group
53
Legal & General Group
United Kingdom
$67K +$21.1K +15,742 +46%
Principal Financial Group
54
Principal Financial Group
Iowa
$60K +$5.54K +4,139 +10%
Deutsche Bank
55
Deutsche Bank
Germany
$58K -$3.87K -2,891 -6%
ARTA
56
A.R.T. Advisors
New York
$49K -$226K -168,400 -82%
IWM
57
IHT Wealth Management
Illinois
$48K +$4.02K +3,000 +9%
FSA
58
Fort Sheridan Advisors
Illinois
$42K -$2.68K -2,000 -6%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$38.5K +$11.5K +8,559 +42%
Victory Capital Management
60
Victory Capital Management
Texas
$38K +$37.8K +28,211 New
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$37.9K -$49.2K -36,758 -56%
AB
62
Amalgamated Bank
New York
$34K -$346 -258 -1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$34K +$34.8K +25,944 New
RI
64
Rudd International
Florida
$28K
Credit Agricole
65
Credit Agricole
France
$27K
VBFG
66
Vishria Bird Financial Group
Tennessee
$27K
UCFA
67
United Capital Financial Advisors
Texas
$27K +$255 +190 +0.9%
AAM
68
American Asset Management
Florida
$27K +$670 +500 +3%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$26K +$10.8K +8,059 +71%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$25K
CWA
71
Clarus Wealth Advisors
Arizona
$25K
TRCT
72
Tower Research Capital (TRC)
New York
$24K -$16.1K -12,057 -40%
Wolverine Trading
73
Wolverine Trading
Illinois
$24K +$2.71K +2,027 +13%
LPL Financial
74
LPL Financial
California
$22K
Simplex Trading
75
Simplex Trading
Illinois
$22K +$22.9K +17,121 New

GERN Hedge Fund Activity: Q3 2019 in Review

119 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2019, worth a combined $79M — down 4.6% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GERN positions and 12 closed out — a net gain of 2 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $712K sold.

  • 119 institutional investors held Geron (GERN) as of Q3 2019, up from 117 in Q2 2019.
  • Funds reported $79M of Geron stock for Q3 2019, down 4.6% quarter-over-quarter.
  • 14 funds opened new Geron positions in Q3 2019 and 12 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q3 2019 was Morgan Stanley, an estimated $1.33M added.
  • The largest Geron seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $712K sold.

Based on aggregated 13F filings for Q3 2019.