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Geron
GERN

117 hedge funds and large institutions have $85.6M invested in Geron in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $79M → $85.6M (+$6.61M)

0.01% less ownership

Funds ownership: 31.54% → 31.52% (-0.01%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 119 → 117 (-2)

17% less call options, than puts

Call options by funds: $784K | Put options by funds: $945K

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
27
Closed
15
Calls
$784K
Puts
$945K
Net Calls
-$161K
Net Calls Change
+$126K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.44M
2
BlackRock
BlackRock
New York
+$823K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$768K
4
Two Sigma Investments
Two Sigma Investments
New York
+$555K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$334K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$405K
2
SG Americas Securities
SG Americas Securities
New York
-$303K
3
JP Morgan Chase
JP Morgan Chase
New York
-$162K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$139K
5
Squarepoint
Squarepoint
New York
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
76
Clarus Wealth Advisors
Arizona
$26K – – –
VCM
77
Vision Capital Management
Oregon
$25K +$26.7K +18,500 New
TRCT
78
Tower Research Capital (TRC)
New York
$24K -$724 -501 -3%
LPL Financial
79
LPL Financial
California
$22K -$867 -600 -4%
Principal Financial Group
80
Principal Financial Group
Iowa
$20K -$43.6K -30,171 -67%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$19K +$2.23K +1,542 +13%
AIP
82
Ameritas Investment Partners
Nebraska
$18K – – –
AG
83
Advisor Group
Arizona
$17K -$2.54K -1,755 -12%
FIA
84
Foundations Investment Advisors
Arizona
$16K – – –
FM
85
Family Management
New York
$14K -$145 -100 -1%
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$14K – – –
Truist Financial
87
Truist Financial
North Carolina
$14K +$14.5K +10,000 New
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$12K – – –
IA
89
IFP Advisors
Florida
$11K – – –
FHA
90
Flagship Harbor Advisors
Massachusetts
$10K +$1.45K +1,000 +16%
Canada Life
91
Canada Life
Manitoba, Canada
$9K +$10K +6,950 New
OSNBOA
92
Old Second National Bank of Aurora
Illinois
$8K – – –
HWM
93
HighMark Wealth Management
Minnesota
$8K +$8.67K +6,000 New
AA
94
Advisory Alpha
Michigan
$4.72K – – –
First Manhattan
95
First Manhattan
New York
$4K – – –
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$4K – – –
US Bancorp
97
US Bancorp
Minnesota
$4K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3K -$2.38K -1,650 -45%
CAL
99
Capital Analysts LLC
Pennsylvania
$2K – – –
RIA
100
Realta Investment Advisors
Delaware
$2K – – –
2 3
4
5 6

GERN Hedge Fund Activity: Q4 2019 in Review

117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2019, worth a combined $85.6M — up 8.4% from $79M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of GERN and 14 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $405K.

  • 117 institutional investors held Geron (GERN) as of Q4 2019, down from 119 in Q3 2019.
  • Funds reported $85.6M of Geron stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 14 funds opened new Geron positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest Geron buyer in Q4 2019 was Bank of America, an estimated $1.44M added.
  • The largest Geron seller in Q4 2019 was Morgan Stanley, an estimated $405K sold.

Based on aggregated 13F filings for Q4 2019.