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115 hedge funds and large institutions have $171M invested in Geron in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $138M → $171M (+$33.5M)

6% more funds holding

Funds holding: 108115 (+7)

0.73% more ownership

Funds ownership: 38.08%38.8% (+0.73%)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.98M

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
28
Reduced
33
Closed
10
Calls
$991K
Puts
$1.98M
Net Calls
-$988K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$6K
FANJ
102
Financial Architects (New Jersey)
New Jersey
$6K +$3.59K +1,350 +193%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.16K
PFO
104
Pathstone Family Office
New Jersey
$3K
BWA
105
BDO Wealth Advisors
Florida
$3K +$2.66K +1,000 New
GWM
106
Geneos Wealth Management
Colorado
$2K
GT
107
Glenmede Trust
Pennsylvania
$2K
MA
108
MUFG Americas
New York
$2K
PCM
109
Prelude Capital Management
New York
$2K +$1.51K +568 New
Federated Hermes
110
Federated Hermes
Pennsylvania
$2K +$2.36K +887 +6,336%
AssetMark Inc
111
AssetMark Inc
California
$1K
VWA
112
V Wealth Advisors
Kansas
$1K +$797 +300 New
MWM
113
MinichMacGregor Wealth Management
New York
$1K +$1.33K +500 New
WAS
114
Winch Advisory Services
Wisconsin
$1K +$1.33K +500 New
IWM
115
IHT Wealth Management
Illinois
$122 +$6.64K +2,500 New
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
-$119K -52,369 Closed
GCP
117
GSA Capital Partners
United Kingdom
-$66K -29,100 Closed
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$39K -17,400 Closed
CSS
119
Cubist Systematic Strategies
Connecticut
-$38K -16,900 Closed
SG Americas Securities
120
SG Americas Securities
New York
-$31K -13,578 Closed
BCM
121
BlueCrest Capital Management
Jersey
-$27K -11,849 Closed
Wolverine Trading
122
Wolverine Trading
Illinois
-$25K -11,168 Closed
MAM
123
Meeder Asset Management
Ohio
-$8K -3,616 Closed
CPIG
124
Chicago Partners Investment Group
Illinois
-$1K -400 Closed

GERN Hedge Fund Activity: Q2 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q2 2017, worth a combined $171M — up 24% from $138M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GERN positions and 10 closed out — a net gain of 8 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.38M. The largest seller was Citadel Advisors, cutting an estimated $737K.

  • 115 institutional investors held Geron (GERN) as of Q2 2017, up from 108 in Q1 2017.
  • Funds reported $171M of Geron stock for Q2 2017, up 24% quarter-over-quarter.
  • 18 funds opened new Geron positions in Q2 2017 and 10 closed out, a net change of +8 holders.
  • The largest Geron buyer in Q2 2017 was Deutsche Bank, an estimated $1.38M added.
  • The largest Geron seller in Q2 2017 was Citadel Advisors, an estimated $737K sold.

Based on aggregated 13F filings for Q2 2017.