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133 hedge funds and large institutions have $171M invested in Geron in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

4% less funds holding

Funds holding: 139133 (-6)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

36% less capital invested

Capital invested by funds: $266M → $171M (-$95M)

52% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.16M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
55
Reduced
32
Closed
28
Calls
$1.53M
Puts
$3.16M
Net Calls
-$1.63M
Net Calls Change
-$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$56K -$68.1K -17,076 -37%
GMIM
77
General Motors Investment Management
New York
$53K +$21.2K +5,315 +25%
DIA
78
Denver Investment Advisors
Colorado
$53K +$106K +26,586 New
PC
79
Passport Capital
California
$52K +$105K +26,450 New
AG
80
Algert Global
California
$50K +$33.4K +8,369 +49%
AL
81
Airain Ltd
Guernsey
$45K +$90.4K +22,668 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$42K
Wells Fargo
83
Wells Fargo
California
$42K +$2.11K +529 +3%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$40K +$81.4K +20,419 New
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$39K +$78K +19,573 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$38K -$69.7K -17,492 -47%
PA
87
Profund Advisors
Maryland
$37K +$29.7K +7,459 +64%
Prudential Financial
88
Prudential Financial
New Jersey
$36K -$4.72K -1,185 -6%
FIM
89
Fernwood Investment Management
Massachusetts
$36K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$34.5K +$4.22K +1,058 +6%
US Bancorp
91
US Bancorp
Minnesota
$31K
Comerica Bank
92
Comerica Bank
Texas
$29K +$7.21K +1,808 +14%
Creative Planning
93
Creative Planning
Kansas
$29K +$19K +4,761 +49%
AIP
94
Ameritas Investment Partners
Nebraska
$28K +$11.2K +2,803 +25%
SB
95
Suntrust Banks
Georgia
$27K +$8.14K +2,043 +17%
N
96
Nuveen
North Carolina
$27K +$8.46K +2,121 +18%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$25K -$4.96K -1,243 -9%
BAM
98
Brave Asset Management
New Jersey
$24K +$38K +9,522 +360%
GC
99
Guggenheim Capital
Illinois
$22K -$8.7K -2,181 -17%
William Blair & Company
100
William Blair & Company
Illinois
$21K -$63.3K -15,870 -59%

GERN Hedge Fund Activity: Q1 2014 in Review

133 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2014, worth a combined $171M — down 36% from $266M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GERN and 22 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 55 added.

The largest buyer was Fidelity Investments, adding an estimated $81.6M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $8.8M sold.

  • 133 institutional investors held Geron (GERN) as of Q1 2014, down from 139 in Q4 2013.
  • Funds reported $171M of Geron stock for Q1 2014, down 36% quarter-over-quarter.
  • 22 funds opened new Geron positions in Q1 2014 and 28 closed out, a net change of -6 holders.
  • The largest Geron buyer in Q1 2014 was Fidelity Investments, an estimated $81.6M added.
  • The largest Geron seller in Q1 2014 was Bogle Investment Management, an estimated $8.8M sold.

Based on aggregated 13F filings for Q1 2014.