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Geron
GERN

124 hedge funds and large institutions have $97.3M invested in Geron in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $62.6M → $97.3M (+$34.8M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

2.13% less ownership

Funds ownership: 33.57% → 31.43% (-2.1%)

10% less funds holding

Funds holding: 138 → 124 (-14)

33% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.86M

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
124
Holders Change
-14
Holders Change %
-10.14%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
30
Closed
29
Calls
$1.24M
Puts
$1.86M
Net Calls
-$618K
Net Calls Change
-$1.42M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.19M
2
SG Americas Securities
SG Americas Securities
New York
+$516K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$403K
4
BCM
Bridgeway Capital Management
Texas
+$342K
5
State Street
State Street
Massachusetts
+$283K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.75M
2
Morgan Stanley
Morgan Stanley
New York
-$2.99M
3
Two Sigma Investments
Two Sigma Investments
New York
-$938K
4
Deutsche Bank
Deutsche Bank
Germany
-$934K
5
Citigroup
Citigroup
New York
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
76
Credit Agricole
France
$33K +$27.3K +20,000 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$32K -$820 -600 -3%
CWA
78
Clarus Wealth Advisors
Arizona
$32K – – –
LPL Financial
79
LPL Financial
California
$31K +$683 +500 +3%
US Bancorp
80
US Bancorp
Minnesota
$30K – – –
AIP
81
Ameritas Investment Partners
Nebraska
$22K – – –
Canada Life
82
Canada Life
Manitoba, Canada
$22K – – –
HSBC Holdings
83
HSBC Holdings
United Kingdom
$22K +$18.1K +13,233 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$21K +$12.3K +9,000 +261%
TSS
85
Two Sigma Securities
New York
$20K -$288 -211 -2%
AG
86
Advisor Group
Arizona
$20K +$1.16K +850 +7%
AA
87
Apriem Advisors
California
$17K – – –
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$17K – – –
FM
89
Family Management
New York
$17K – – –
GKWIM
90
Gerber Kawasaki Wealth & Investment Management
California
$16K – – –
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$15K – – –
SIS
92
Sound Income Strategies
Florida
$14K +$11.4K +8,332 New
AWM
93
Arbor Wealth Management
Florida
$14K +$11.8K +8,645 New
OSNBOA
94
Old Second National Bank of Aurora
Illinois
$10K – – –
FHA
95
Flagship Harbor Advisors
Massachusetts
$10K +$4.1K +3,000 +92%
TRCT
96
Tower Research Capital (TRC)
New York
$8K -$57.3K -41,907 -89%
Simplex Trading
97
Simplex Trading
Illinois
$8K +$6.72K +4,918 New
AA
98
Advisory Alpha
Michigan
$6.09K +$4.78K +3,500 New
First Manhattan
99
First Manhattan
New York
$5K – – –
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
2 3
4
5 6

GERN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2019, worth a combined $97.3M — up 56% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GERN and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 38 added.

The largest buyer was Vanguard Group, adding an estimated $7.19M. The largest seller was JP Morgan Chase, cutting an estimated $3.75M.

  • 124 institutional investors held Geron (GERN) as of Q1 2019, down from 138 in Q4 2018.
  • Funds reported $97.3M of Geron stock for Q1 2019, up 56% quarter-over-quarter.
  • 15 funds opened new Geron positions in Q1 2019 and 29 closed out, a net change of -14 holders.
  • The largest Geron buyer in Q1 2019 was Vanguard Group, an estimated $7.19M added.
  • The largest Geron seller in Q1 2019 was JP Morgan Chase, an estimated $3.75M sold.

Based on aggregated 13F filings for Q1 2019.