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Geron
GERN

115 hedge funds and large institutions have $107M invested in Geron in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more funds holding

Funds holding: 112 → 115 (+3)

2% less ownership

Funds ownership: 39.22% → 37.22% (-2%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

22% less capital invested

Capital invested by funds: $136M → $107M (-$29.4M)

80% less call options, than puts

Call options by funds: $202K | Put options by funds: $989K

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
34
Closed
15
Calls
$202K
Puts
$989K
Net Calls
-$787K
Net Calls Change
-$518K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1M
2
Deutsche Bank
Deutsche Bank
Germany
+$580K
3
AAMU
Amundi Asset Management US
Massachusetts
+$540K
4
Renaissance Technologies
Renaissance Technologies
New York
+$449K
5
VFA
Virtus Fund Advisers
Connecticut
+$353K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.02M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$794K
3
State Street
State Street
Massachusetts
-$586K
4
BlackRock
BlackRock
New York
-$411K
5
Citadel Advisors
Citadel Advisors
Florida
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
76
LPL Financial
California
$27K -$6.06K -3,000 -17%
ID
77
Integral Derivatives
New York
$27K +$30K +14,837 New
CWA
78
Clarus Wealth Advisors
Arizona
$27K +$30.3K +15,000 New
Prudential Financial
79
Prudential Financial
New Jersey
$25K – – –
AIP
80
Ameritas Investment Partners
Nebraska
$24K – – –
Canada Life
81
Canada Life
Manitoba, Canada
$24K – – –
Wolverine Trading
82
Wolverine Trading
Illinois
$22K -$36.4K -18,006 -60%
BAM
83
Brave Asset Management
New Jersey
$22K -$1.82K -900 -7%
ZCA
84
Zeke Capital Advisors
Pennsylvania
$22K +$25.1K +12,407 New
BTS
85
BB&T Securities
Virginia
$19K – – –
FM
86
Family Management
New York
$18K -$30.3K -15,000 -60%
DS
87
DRW Securities
Illinois
$18K – – –
SFG
88
SNS Financial Group
Minnesota
$18K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$16K +$6.06K +3,000 +49%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$9K – – –
IWM
91
IHT Wealth Management
Illinois
$9K +$5.05K +2,500 +100%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$8K -$21.4K -10,599 -72%
FCMT
93
Founders Capital Management (Texas)
Texas
$7K – – –
Pacer Advisors
94
Pacer Advisors
Pennsylvania
$6K +$6.41K +3,175 New
AG
95
Advisor Group
Arizona
$5K -$4.95K -2,450 -47%
First Manhattan
96
First Manhattan
New York
$5K – – –
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
CTC
98
Central Trust Company
Missouri
$4K – – –
FANJ
99
Financial Architects (New Jersey)
New Jersey
$4K – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
2 3
4
5 6

GERN Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2017, worth a combined $107M — down 22% from $136M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new GERN positions and 15 closed out — a net gain of 4 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1M. The largest seller was Fidelity Investments, cutting an estimated $8.02M.

  • 115 institutional investors held Geron (GERN) as of Q4 2017, up from 112 in Q3 2017.
  • Funds reported $107M of Geron stock for Q4 2017, down 22% quarter-over-quarter.
  • 19 funds opened new Geron positions in Q4 2017 and 15 closed out, a net change of +4 holders.
  • The largest Geron buyer in Q4 2017 was Susquehanna International Group, an estimated $1M added.
  • The largest Geron seller in Q4 2017 was Fidelity Investments, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2017.