We are live on ! Find out more
GERN icon

Geron
GERN

146 hedge funds and large institutions have $233M invested in Geron in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $863K

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

4% less funds holding

Funds holding: 152 → 146 (-6)

11.34% less ownership

Funds ownership: 56.49% → 45.15% (-11%)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less capital invested

Capital invested by funds: $282M → $233M (-$49.8M)

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
39
Closed
22
Calls
$3.62M
Puts
$863K
Net Calls
+$2.76M
Net Calls Change
+$719K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$5.48M
2
BCM
Burrage Capital Management
Massachusetts
+$3.42M
3
BlackRock
BlackRock
New York
+$2.6M
4
Citigroup
Citigroup
New York
+$1.59M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
EC
EcoR1 Capital
California
-$30.1M
2
PA
Perceptive Advisors
New York
-$21.4M
3
GPP
Great Point Partners
Connecticut
-$4.37M
4
Millennium Management
Millennium Management
New York
-$3.37M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
101
FNY Investment Advisers
New York
$24K -$146K -81,753 -84%
PAG
102
Private Advisor Group
New Jersey
$24K +$3.66K +2,050 +15%
DTL
103
Dynamic Technology Lab
Singapore
$23K +$7.98K +4,469 +43%
FWI
104
Facet Wealth Inc
Maryland
$21K – – –
PSB
105
Piscataqua Savings Bank
New Hampshire
$20K +$22.3K +12,500 New
FHA
106
Flagship Harbor Advisors
Massachusetts
$19K +$21.6K +12,123 New
CIBC Asset Management
107
CIBC Asset Management
Ontario, Canada
$19K +$21.7K +12,178 New
TVAMP
108
Tennessee Valley Asset Management Partners
Tennessee
$18K – – –
EWM
109
Elmwood Wealth Management
California
$18K +$20.8K +11,650 New
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$17K +$3.56K +1,992 +23%
American Century Companies
111
American Century Companies
Missouri
$17K +$18.8K +10,542 New
WJWM
112
Williams Jones Wealth Management
New York
$16K – – –
OIA
113
OneDigital Investment Advisors
Kansas
$16K +$17.9K +10,000 New
RWA
114
River Wealth Advisors
Pennsylvania
$16K +$17.9K +10,000 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$15K -$64K -35,842 -79%
MOS
116
MGO One Seven
Ohio
$15K – – –
WA
117
WealthTrust Axiom
Pennsylvania
$15K +$17.9K +10,000 New
IA
118
IFP Advisors
Florida
$14K -$722 -404 -5%
PCM
119
Penserra Capital Management
California
$11K -$473 -265 -4%
PHK
120
Point72 Hong Kong
Hong Kong
$10K -$10.4K -5,818 -48%
Macquarie Group
121
Macquarie Group
Australia
$9K -$5.03K -2,814 -32%
First Manhattan
122
First Manhattan
New York
$5K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$3.95K +$4.46K +2,500 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$3K -$5.36K -3,000 -60%
CA
125
Crewe Advisors
Utah
$3K +$1.79K +1,000 +100%
3 4
5
6 7

GERN Hedge Fund Activity: Q1 2021 in Review

146 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2021, worth a combined $233M — down 18% from $282M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GERN and 19 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $5.48M. The largest seller was EcoR1 Capital, exiting entirely with an estimated $30.1M sold.

  • 146 institutional investors held Geron (GERN) as of Q1 2021, down from 152 in Q4 2020.
  • Funds reported $233M of Geron stock for Q1 2021, down 18% quarter-over-quarter.
  • 19 funds opened new Geron positions in Q1 2021 and 22 closed out, a net change of -3 holders.
  • The largest Geron buyer in Q1 2021 was State Street, an estimated $5.48M added.
  • The largest Geron seller in Q1 2021 was EcoR1 Capital, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2021.