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112 hedge funds and large institutions have $136M invested in Geron in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

0.42% more ownership

Funds ownership: 38.8%39.22% (+0.42%)

3% less funds holding

Funds holding: 115112 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

20% less capital invested

Capital invested by funds: $171M → $136M (-$35M)

43% less call options, than puts

Call options by funds: $359K | Put options by funds: $628K

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
29
Closed
12
Calls
$359K
Puts
$628K
Net Calls
-$269K
Net Calls Change
+$719K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$30K -$472 -200 -1%
AIP
77
Ameritas Investment Partners
Nebraska
$29K
Canada Life
78
Canada Life
Manitoba, Canada
$29K
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$29K +$1.15K +488 +4%
BAM
80
Brave Asset Management
New Jersey
$28K -$6.31K -2,676 -17%
BCM
81
BlueCrest Capital Management
Jersey
$26K +$28K +11,879 New
BTS
82
BB&T Securities
Virginia
$23K
JP Morgan Chase
83
JP Morgan Chase
New York
$23K
GKWIM
84
Gerber Kawasaki Wealth & Investment Management
California
$22K -$9.44K -4,000 -29%
Jane Street
85
Jane Street
New York
$22K -$543 -230 -2%
DS
86
DRW Securities
Illinois
$22K
SFG
87
SNS Financial Group
Minnesota
$22K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$13K
AG
89
Advisor Group
Arizona
$12K -$5.19K -2,200 -30%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$10K
MWM
91
Mascoma Wealth Management
New Hampshire
$9K
FCMT
92
Founders Capital Management (Texas)
Texas
$9K +$2.36K +1,000 +33%
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$7K
First Manhattan
94
First Manhattan
New York
$6K
IWM
95
IHT Wealth Management
Illinois
$6K
CTC
96
Central Trust Company
Missouri
$5K
FANJ
97
Financial Architects (New Jersey)
New Jersey
$4K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$4K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4K
FMA
100
FNY Managed Accounts
New York
$4K +$4.72K +2,000 New

GERN Hedge Fund Activity: Q3 2017 in Review

112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2017, worth a combined $136M — down 20% from $171M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GERN and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $1.26M. The largest seller was Susquehanna International Group, cutting an estimated $762K.

  • 112 institutional investors held Geron (GERN) as of Q3 2017, down from 115 in Q2 2017.
  • Funds reported $136M of Geron stock for Q3 2017, down 20% quarter-over-quarter.
  • 10 funds opened new Geron positions in Q3 2017 and 12 closed out, a net change of -2 holders.
  • The largest Geron buyer in Q3 2017 was Citadel Advisors, an estimated $1.26M added.
  • The largest Geron seller in Q3 2017 was Susquehanna International Group, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2017.