We are live on ! Find out more
GERN icon

Geron
GERN

152 hedge funds and large institutions have $304M invested in Geron in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.16M

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

9% more funds holding

Funds holding: 139 → 152 (+13)

5.13% more ownership

Funds ownership: 50.38% → 55.51% (+5.1%)

12% less capital invested

Capital invested by funds: $344M → $304M (-$40.3M)

Holders
152
Holders Change
+13
Holders Change %
+9.35%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
55
Reduced
23
Closed
13
Calls
$2.82M
Puts
$1.16M
Net Calls
+$1.66M
Net Calls Change
-$2.37M

Top Buyers

Rank Fund Capital Flow
1
NMC
NEA Management Company
Maryland
+$24.9M
2
State Street
State Street
Massachusetts
+$14.1M
3
BlackRock
BlackRock
New York
+$9.6M
4
SG Americas Securities
SG Americas Securities
New York
+$1.68M
5
Millennium Management
Millennium Management
New York
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
GPP
Great Point Partners
Connecticut
-$10.6M
3
SB
Samsara BioCapital
California
-$4.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.91M
5
Two Sigma Investments
Two Sigma Investments
New York
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$29K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$28K -$2.77K -1,498 -9%
LPL Financial
103
LPL Financial
California
$28K +$1.48K +800 +5%
FIM
104
Freedom Investment Management
Connecticut
$22K +$4.19K +2,265 +22%
Comerica Bank
105
Comerica Bank
Texas
$20K +$19.3K +10,418 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$19K -$6.7K -3,624 -25%
JWCA
107
J.W. Cole Advisors
Florida
$19K +$19.7K +10,650 New
ECM
108
ETrade Capital Management
Virginia
$18K +$18.5K +10,000 New
IA
109
IFP Advisors
Florida
$17K – – –
MOS
110
MGO One Seven
Ohio
$17K – – –
Truist Financial
111
Truist Financial
North Carolina
$17K – – –
WJWM
112
Williams Jones Wealth Management
New York
$17K – – –
IAIM
113
International Assets Investment Management
Florida
$17K +$18.5K +10,000 New
Macquarie Group
114
Macquarie Group
Australia
$15K – – –
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$15K – – –
EWM
116
Elmwood Wealth Management
California
$13K – – –
PHK
117
Point72 Hong Kong
Hong Kong
$13K +$4.41K +2,383 +49%
FHA
118
Flagship Harbor Advisors
Massachusetts
$12K – – –
HWM
119
HighMark Wealth Management
Minnesota
$12K +$12.9K +7,000 New
UBS Group
120
UBS Group
Switzerland
$11K -$69.3K -37,463 -86%
AA
121
Advisory Alpha
Michigan
$7K +$6.47K +3,500 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$7K +$7.02K +3,795 New
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$6K – – –
First Manhattan
124
First Manhattan
New York
$5K – – –
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$4K -$43 -23 -1%
3 4
5
6 7

GERN Hedge Fund Activity: Q3 2020 in Review

152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2020, worth a combined $304M — down 12% from $344M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GERN positions and 13 closed out — a net gain of 14 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was NEA Management Company, opening a new position worth an estimated $24.9M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 152 institutional investors held Geron (GERN) as of Q3 2020, up from 139 in Q2 2020.
  • Funds reported $304M of Geron stock for Q3 2020, down 12% quarter-over-quarter.
  • 27 funds opened new Geron positions in Q3 2020 and 13 closed out, a net change of +14 holders.
  • The largest Geron buyer in Q3 2020 was NEA Management Company, an estimated $24.9M added.
  • The largest Geron seller in Q3 2020 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2020.