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139 hedge funds and large institutions have $266M invested in Geron in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $1.79M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

92% more capital invested

Capital invested by funds: $138M → $266M (+$128M)

32% more funds holding

Funds holding: 105139 (+34)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

Holders
139
Holders Change
+34
Holders Change %
+32.38%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
52
Increased
37
Reduced
33
Closed
18
Calls
$8.77M
Puts
$1.79M
Net Calls
+$6.98M
Net Calls Change
+$9.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Cowen Inc
New York
$59K +$56.7K +13,225 New
Comerica Bank
102
Comerica Bank
Texas
$58K -$47.6K -11,101 -46%
SB
103
Suntrust Banks
Georgia
$53K
N
104
Nuveen
North Carolina
$52K +$3.57K +832 +8%
PA
105
Profund Advisors
Maryland
$52K +$49.7K +11,585 New
AIP
106
Ameritas Investment Partners
Nebraska
$51K
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$48K -$229K -53,323 -83%
U
108
UBS
Switzerland
$47K -$9.67K -2,254 -18%
CCM
109
Compton Capital Management
Rhode Island
$47K +$45.4K +10,580 New
HCM
110
Hollencrest Capital Management
California
$47K +$45.4K +10,580 New
Creative Planning
111
Creative Planning
Kansas
$43K +$17.8K +4,159 +75%
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$24K
MFBTD
113
MB Financial Bank - Trust Department
Illinois
$24K
WT
114
Whittier Trust
California
$24K
Invesco
115
Invesco
Georgia
$24K +$690 +161 +3%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$23K +$21.8K +5,081 New
PA
117
Perceptive Advisors
New York
$22K +$21.3K +4,956 New
TRCT
118
Tower Research Capital (TRC)
New York
$21K -$50.4K -11,759 -72%
WAM
119
Wolverine Asset Management
Illinois
$18K +$17.2K +4,020 +3,792%
BlackRock
120
BlackRock
New York
$16K -$2.04K -476 -12%
First Manhattan
121
First Manhattan
New York
$15K
BAM
122
Brave Asset Management
New Jersey
$12K +$11.3K +2,645 New
MFS
123
MSI Financial Services
Massachusetts
$12K +$11.9K +2,767 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$11K +$1.75K +408 +21%
QBFM
125
QS Batterymarch Financial Management
New York
$11K +$10.2K +2,387 New

GERN Hedge Fund Activity: Q4 2013 in Review

139 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2013, worth a combined $266M — up 92% from $138M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GERN positions and 18 closed out — a net gain of 34 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was State Street, adding an estimated $15.7M. The largest seller was Fidelity Investments, cutting an estimated $8.8M.

  • 139 institutional investors held Geron (GERN) as of Q4 2013, up from 105 in Q3 2013.
  • Funds reported $266M of Geron stock for Q4 2013, up 92% quarter-over-quarter.
  • 52 funds opened new Geron positions in Q4 2013 and 18 closed out, a net change of +34 holders.
  • The largest Geron buyer in Q4 2013 was State Street, an estimated $15.7M added.
  • The largest Geron seller in Q4 2013 was Fidelity Investments, an estimated $8.8M sold.

Based on aggregated 13F filings for Q4 2013.