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202 hedge funds and large institutions have $852M invested in Geron in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.89M

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $787M → $852M (+$65.4M)

3.46% more ownership

Funds ownership: 70.93%74.38% (+3.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 202202 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
73
Reduced
47
Closed
21
Calls
$4.77M
Puts
$1.89M
Net Calls
+$2.88M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$431K +$7.55K +3,881 +2%
RA
77
Rosalind Advisors
Ontario, Canada
$422K +$389K +200,000 New
SG Americas Securities
78
SG Americas Securities
New York
$406K +$337K +173,370 +909%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$397K +$32.1K +16,501 +10%
JFG
80
Jefferies Financial Group
New York
$387K -$138K -71,109 -28%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$383K -$568 -292 -0.2%
II
82
Inspire Investing
Idaho
$383K +$69.2K +35,584 +24%
Wells Fargo
83
Wells Fargo
California
$379K -$588K -302,258 -63%
GCP
84
GSA Capital Partners
United Kingdom
$360K +$110K +56,591 +50%
CAM
85
Cresset Asset Management
Illinois
$339K +$6.59K +3,390 +2%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$316K +$158K +81,275 +119%
PCM
87
Prelude Capital Management
New York
$306K +$282K +144,800 New
AL
88
Arnhold LLC
New York
$300K
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$300K
MNBTD
90
Moody National Bank Trust Division
Texas
$279K +$9.88K +5,079 +4%
Principal Financial Group
91
Principal Financial Group
Iowa
$274K +$1.04K +534 +0.4%
LPL Financial
92
LPL Financial
California
$256K +$30.4K +15,619 +15%
ProShare Advisors
93
ProShare Advisors
Maryland
$252K +$40K +20,590 +21%
LCM
94
Lazari Capital Management
California
$241K -$26.3K -13,500 -11%
ASRS
95
Arizona State Retirement System
Arizona
$232K -$40.1K -20,647 -16%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$218K -$1.42K -728 -0.7%
SEI Investments
97
SEI Investments
Pennsylvania
$216K +$15.7K +8,065 +9%
WS
98
Wedbush Securities
California
$210K +$15.6K +8,002 +9%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$198K -$70.5K -36,238 -28%
GRP
100
Global Retirement Partners
California
$197K

GERN Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2023, worth a combined $852M — up 8.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GERN positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Artal Group, exiting entirely with an estimated $11.8M sold.

  • 202 institutional investors held Geron (GERN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $852M of Geron stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 23 funds opened new Geron positions in Q4 2023 and 21 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Geron seller in Q4 2023 was Artal Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.