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Geron
GERN

121 hedge funds and large institutions have $214M invested in Geron in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $142M → $214M (+$71.8M)

8% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.57M

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

2% less funds holding

Funds holding: 123 → 121 (-2)

Holders
121
Holders Change
-2
Holders Change %
-1.63%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
32
Reduced
35
Closed
25
Calls
$2.77M
Puts
$2.57M
Net Calls
+$201K
Net Calls Change
-$57K

Top Buyers

Rank Fund Capital Flow
1
OM
Opaleye Management
Massachusetts
+$2.78M
2
BFA
BlackRock Fund Advisors
California
+$1.41M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.19M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.17M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$581K

Top Sellers

Rank Fund Capital Flow
1
CCM
Camber Capital Management
Massachusetts
-$6.88M
2
State Street
State Street
Massachusetts
-$3.41M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$2.96M
4
PAI
Palo Alto Investors
California
-$2.32M
5
BIT
BlackRock Institutional Trust
California
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Shamrock Asset Management
Texas
$12K +$3.87K +1,400 +60%
First Manhattan
102
First Manhattan
New York
$10K -$553 -200 -6%
QI
103
QS Investors
New York
$8K +$6.24K +2,256 New
AssetMark Inc
104
AssetMark Inc
California
$7K +$5.53K +2,000 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$6K +$3.04K +1,100 +234%
ST
106
Spot Trading
Illinois
$6K +$4.7K +1,700 New
NPC
107
National Planning Corporation
California
$4.2K +$3.6K +1,300 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$4K -$165K -59,743 -98%
WA
109
WFG Advisors
Texas
$4K – – –
CFA
110
CT Financial Advisors
Pennsylvania
$3.42K +$2.91K +1,052 New
WAM
111
Wolverine Asset Management
Illinois
$3K -$2.77K -1,000 -50%
DADC
112
D.A. Davidson & Co
Montana
$3K +$2.77K +1,000 New
SFPIA
113
Stevens First Principles Investment Advisors
California
$3K +$2.77K +1,000 New
SIG
114
Stanford Investment Group
California
$2K +$1.38K +500 New
WTC
115
WhitTier Trust Company
Nevada
$1K – – –
CPIG
116
Chicago Partners Investment Group
Illinois
$1K +$1.11K +400 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$331 -$1.02K -370 -0.4%
BRWA
118
B. Riley Wealth Advisors
Florida
$2 +$1.38K +500 New
CCM
119
Camber Capital Management
Massachusetts
– -$6.88M -3,440,045 Closed
PAI
120
Palo Alto Investors
California
– -$2.32M -1,161,400 Closed
DAM
121
Doheny Asset Management
California
– -$1.41M -706,400 Closed
AQR Capital Management
122
AQR Capital Management
Connecticut
– -$337K -168,270 Closed
Adage Capital Partners
123
Adage Capital Partners
Massachusetts
– -$200K -100,000 Closed
JG
124
Jefferies Group
New York
– -$131K -65,295 Closed
TRCT
125
Tower Research Capital (TRC)
New York
– -$118K -58,957 Closed
2 3 4
5
6

GERN Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2014, worth a combined $214M — up 51% from $142M a quarter earlier.

Fund positioning in GERN was balanced in Q4 2014: 25 funds opened new positions, 25 closed out, 32 added to existing stakes and 35 trimmed.

The largest buyer was Opaleye Management, adding an estimated $2.78M. The largest seller was Camber Capital Management, exiting entirely with an estimated $6.88M sold.

  • 121 institutional investors held Geron (GERN) as of Q4 2014, down from 123 in Q3 2014.
  • Funds reported $214M of Geron stock for Q4 2014, up 51% quarter-over-quarter.
  • 25 funds opened new Geron positions in Q4 2014 and 25 closed out, a net change of 0 holders.
  • The largest Geron buyer in Q4 2014 was Opaleye Management, an estimated $2.78M added.
  • The largest Geron seller in Q4 2014 was Camber Capital Management, an estimated $6.88M sold.

Based on aggregated 13F filings for Q4 2014.