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127 hedge funds and large institutions have $254M invested in Geron in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more capital invested

Capital invested by funds: $107M → $254M (+$147M)

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

55% more call options, than puts

Call options by funds: $9.31M | Put options by funds: $6M

10% more funds holding

Funds holding: 115127 (+12)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.02% less ownership

Funds ownership: 37.22%37.2% (-0.02%)

Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
32
Closed
16
Calls
$9.31M
Puts
$6M
Net Calls
+$3.31M
Net Calls Change
+$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
76
DRW Securities
Illinois
$85K +$27K +10,000 +100%
FIM
77
Fernwood Investment Management
Massachusetts
$68K
WMSA
78
Weiss Multi-Strategy Advisers
New York
$64K -$13.5K -5,000 -25%
CWA
79
Clarus Wealth Advisors
Arizona
$64K
Prudential Financial
80
Prudential Financial
New Jersey
$61K +$1.08K +400 +3%
AIP
81
Ameritas Investment Partners
Nebraska
$57K
TRCT
82
Tower Research Capital (TRC)
New York
$57K +$30.7K +11,359 +526%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$38.6K +14,300 New
Canada Life
84
Canada Life
Manitoba, Canada
$56K
SG Americas Securities
85
SG Americas Securities
New York
$54K -$86.5K -32,014 -71%
ZCA
86
Zeke Capital Advisors
Pennsylvania
$53K
BCM
87
Bridgeway Capital Management
Texas
$52K +$33K +12,200 New
IA
88
IFP Advisors
Florida
$49K
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$43K -$27.4K -10,139 -50%
BAM
90
Brave Asset Management
New Jersey
$43K -$5.4K -2,000 -17%
FM
91
Family Management
New York
$43K
SFG
92
SNS Financial Group
Minnesota
$43K
GKWIM
93
Gerber Kawasaki Wealth & Investment Management
California
$42K +$27K +10,000 New
OIA
94
Optimum Investment Advisors
Illinois
$28K +$17.6K +6,500 New
IWM
95
IHT Wealth Management
Illinois
$20K
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$20K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$20K +$13.5K +5,000 New
FCMT
98
Founders Capital Management (Texas)
Texas
$17K
First Manhattan
99
First Manhattan
New York
$13K
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$13K

GERN Hedge Fund Activity: Q1 2018 in Review

127 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2018, worth a combined $254M — up 138% from $107M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GERN positions and 16 closed out — a net gain of 13 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was State Street, adding an estimated $3.86M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.57M sold.

  • 127 institutional investors held Geron (GERN) as of Q1 2018, up from 115 in Q4 2017.
  • Funds reported $254M of Geron stock for Q1 2018, up 138% quarter-over-quarter.
  • 29 funds opened new Geron positions in Q1 2018 and 16 closed out, a net change of +13 holders.
  • The largest Geron buyer in Q1 2018 was State Street, an estimated $3.86M added.
  • The largest Geron seller in Q1 2018 was Renaissance Technologies, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2018.