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138 hedge funds and large institutions have $62.6M invested in Geron in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.1M

2.22% more ownership

Funds ownership: 31.35%33.57% (+2.2%)

3% less funds holding

Funds holding: 143138 (-5)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

38% less capital invested

Capital invested by funds: $101M → $62.6M (-$38.8M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
33
Reduced
37
Closed
31
Calls
$1.91M
Puts
$1.1M
Net Calls
+$806K
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
76
Fort Sheridan Advisors
Illinois
$28K +$41.8K +27,500 New
USAA
77
United Services Automobile Association
Texas
$25K
AB
78
Amalgamated Bank
New York
$25K +$37.5K +24,707 New
VBFG
79
Vishria Bird Financial Group
Tennessee
$21K
RI
80
Rudd International
Florida
$21K +$32.8K +21,600 New
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$20K -$9.07K -5,974 -23%
DekaBank Deutsche Girozentrale
82
DekaBank Deutsche Girozentrale
Germany
$20K -$6.83K -4,500 -18%
PM
83
Pembroke Management
Quebec, Canada
$20K +$30.4K +20,000 New
CWA
84
Clarus Wealth Advisors
Arizona
$19K
LPL Financial
85
LPL Financial
California
$18K -$14.7K -9,700 -35%
US Bancorp
86
US Bancorp
Minnesota
$18K -$9.45K -6,225 -26%
UCFA
87
United Capital Financial Advisors
Texas
$17K
AAM
88
American Asset Management
Florida
$16K -$15.2K -10,000 -39%
Prudential Financial
89
Prudential Financial
New Jersey
$15K -$835 -550 -3%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$15K +$22.3K +14,700 New
AIP
91
Ameritas Investment Partners
Nebraska
$13K
Canada Life
92
Canada Life
Manitoba, Canada
$13K
JG
93
Jefferies Group
New York
$12K -$632K -415,999 -97%
BCM
94
Bridgeway Capital Management
Texas
$12K
AG
95
Advisor Group
Arizona
$12K +$8.81K +5,800 +98%
TSS
96
Two Sigma Securities
New York
$12K +$18.7K +12,340 New
GKWIM
97
Gerber Kawasaki Wealth & Investment Management
California
$10K -$759 -500 -5%
AA
98
Apriem Advisors
California
$10K
Dimensional Fund Advisors
99
Dimensional Fund Advisors
Texas
$10K
FM
100
Family Management
New York
$10K

GERN Hedge Fund Activity: Q4 2018 in Review

138 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2018, worth a combined $62.6M — down 38% from $101M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GERN and 26 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $14.5M. The largest seller was State Street, cutting an estimated $8.92M.

  • 138 institutional investors held Geron (GERN) as of Q4 2018, down from 143 in Q3 2018.
  • Funds reported $62.6M of Geron stock for Q4 2018, down 38% quarter-over-quarter.
  • 26 funds opened new Geron positions in Q4 2018 and 31 closed out, a net change of -5 holders.
  • The largest Geron buyer in Q4 2018 was Fidelity Investments, an estimated $14.5M added.
  • The largest Geron seller in Q4 2018 was State Street, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2018.