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Geron
GERN

138 hedge funds and large institutions have $62.6M invested in Geron in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.1M

2.22% more ownership

Funds ownership: 31.35% → 33.57% (+2.2%)

3% less funds holding

Funds holding: 143 → 138 (-5)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

38% less capital invested

Capital invested by funds: $101M → $62.6M (-$38.8M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
33
Reduced
37
Closed
31
Calls
$1.91M
Puts
$1.1M
Net Calls
+$806K
Net Calls Change
+$9.27M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.53M
3
Morgan Stanley
Morgan Stanley
New York
+$2.88M
4
BlackRock
BlackRock
New York
+$1.67M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$8.92M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$6.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.16M
5
Bank of America
Bank of America
North Carolina
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$9K – – –
FIA
102
FNY Investment Advisers
New York
$9K +$14.2K +9,338 New
IA
103
IFP Advisors
Florida
$8K -$43.7K -28,750 -79%
OSNBOA
104
Old Second National Bank of Aurora
Illinois
$6K – – –
ATC
105
Adirondack Trust Company
New York
$5K +$4.56K +3,000 +150%
MOS
106
MGO One Seven
Ohio
$5K +$7.59K +5,000 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3K -$21.5K -14,145 -80%
First Manhattan
108
First Manhattan
New York
$3K – – –
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
FHA
110
Flagship Harbor Advisors
Massachusetts
$3K +$2.28K +1,500 +86%
ASN
111
Advisory Services Network
Georgia
$2K -$20.9K -13,750 -87%
HighTower Advisors
112
HighTower Advisors
Illinois
$2K -$12.1K -8,000 -82%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$2K -$456 -300 -13%
CAL
114
Capital Analysts LLC
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CA
116
Claro Advisors
Massachusetts
$2K +$1.52K +1,000 New
CG
117
Cutler Group
California
$2K +$2.17K +1,430 +110%
Nordea Investment Management
118
Nordea Investment Management
Sweden
$2K +$2.43K +1,600 New
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5K – – –
MAM
120
Meeder Asset Management
Ohio
$1K -$4.7K -3,098 -70%
BWA
121
BDO Wealth Advisors
Florida
$1K – – –
CCM
122
Covington Capital Management
California
$1K – – –
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$1K – – –
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$1K – – –
PA
125
Parallel Advisors
California
$1K – – –
3 4
5
6 7

GERN Hedge Fund Activity: Q4 2018 in Review

138 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2018, worth a combined $62.6M — down 38% from $101M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GERN and 26 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $14.5M. The largest seller was State Street, cutting an estimated $8.92M.

  • 138 institutional investors held Geron (GERN) as of Q4 2018, down from 143 in Q3 2018.
  • Funds reported $62.6M of Geron stock for Q4 2018, down 38% quarter-over-quarter.
  • 26 funds opened new Geron positions in Q4 2018 and 31 closed out, a net change of -5 holders.
  • The largest Geron buyer in Q4 2018 was Fidelity Investments, an estimated $14.5M added.
  • The largest Geron seller in Q4 2018 was State Street, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2018.