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Geron
GERN

124 hedge funds and large institutions have $97.3M invested in Geron in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $62.6M → $97.3M (+$34.8M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

2.13% less ownership

Funds ownership: 33.57% → 31.43% (-2.1%)

10% less funds holding

Funds holding: 138 → 124 (-14)

33% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.86M

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
124
Holders Change
-14
Holders Change %
-10.14%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
30
Closed
29
Calls
$1.24M
Puts
$1.86M
Net Calls
-$618K
Net Calls Change
-$1.42M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.19M
2
SG Americas Securities
SG Americas Securities
New York
+$516K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$403K
4
BCM
Bridgeway Capital Management
Texas
+$342K
5
State Street
State Street
Massachusetts
+$283K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.75M
2
Morgan Stanley
Morgan Stanley
New York
-$2.99M
3
Two Sigma Investments
Two Sigma Investments
New York
-$938K
4
Deutsche Bank
Deutsche Bank
Germany
-$934K
5
Citigroup
Citigroup
New York
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Cutler Group
California
$4K -$178 -130 -5%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$4K +$888 +650 +33%
MAM
103
Meeder Asset Management
Ohio
$4K +$1.15K +844 +65%
RIA
104
Realta Investment Advisors
Delaware
$4K +$2.73K +2,000 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$3K – – –
Nordea Investment Management
106
Nordea Investment Management
Sweden
$3K – – –
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$2K -$125K -91,255 -99%
CAL
108
Capital Analysts LLC
Pennsylvania
$2K – – –
CIAS
109
Capital Investment Advisory Services
North Carolina
$2K – – –
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$2K – – –
PA
111
Parallel Advisors
California
$2K – – –
SC
112
Sawyer & Company
Massachusetts
$2K – – –
WCM
113
WealthBridge Capital Management
Ohio
$1K -$410 -300 -38%
AssetMark Inc
114
AssetMark Inc
California
$1K – – –
Daiwa Securities Group
115
Daiwa Securities Group
Japan
$1K – – –
LC
116
Lindbrook Capital
California
$1K – – –
GT
117
Glenmede Trust
Pennsylvania
$1 – – –
QIM
118
Quantitative Investment Management
Virginia
– -$290K -290,400 Closed
AGM
119
Alpine Global Management
New York
– -$284K -283,978 Closed
VEA
120
Virtus ETF Advisers
New York
– -$216K -216,245 Closed
II
121
Ibex Investors
Colorado
– -$207K -207,060 Closed
AFM
122
Anson Funds Management
Texas
– -$171K -171,203 Closed
Jane Street
123
Jane Street
New York
– -$153K -153,033 Closed
PP
124
Paloma Partners
Connecticut
– -$103K -103,200 Closed
OAM
125
Oxford Asset Management
United Kingdom
– -$102K -102,148 Closed
2 3 4
5
6

GERN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2019, worth a combined $97.3M — up 56% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GERN and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 38 added.

The largest buyer was Vanguard Group, adding an estimated $7.19M. The largest seller was JP Morgan Chase, cutting an estimated $3.75M.

  • 124 institutional investors held Geron (GERN) as of Q1 2019, down from 138 in Q4 2018.
  • Funds reported $97.3M of Geron stock for Q1 2019, up 56% quarter-over-quarter.
  • 15 funds opened new Geron positions in Q1 2019 and 29 closed out, a net change of -14 holders.
  • The largest Geron buyer in Q1 2019 was Vanguard Group, an estimated $7.19M added.
  • The largest Geron seller in Q1 2019 was JP Morgan Chase, an estimated $3.75M sold.

Based on aggregated 13F filings for Q1 2019.