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Geron
GERN

139 hedge funds and large institutions have $187M invested in Geron in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $3.04M | Put options by funds: $808K

0.33% more ownership

Funds ownership: 40.81% → 41.14% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1% less capital invested

Capital invested by funds: $189M → $187M (-$2.1M)

4% less funds holding

Funds holding: 145 → 139 (-6)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
39
Closed
16
Calls
$3.04M
Puts
$808K
Net Calls
+$2.23M
Net Calls Change
+$1.16M

Top Buyers

Rank Fund Capital Flow
1
MB
MPM BioImpact
Massachusetts
+$7.65M
2
Millennium Management
Millennium Management
New York
+$709K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$553K
4
UBS Group
UBS Group
Switzerland
+$488K
5
Goldman Sachs
Goldman Sachs
New York
+$266K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.88M
2
VF
Virtu Financial
New York
-$969K
3
State Street
State Street
Massachusetts
-$907K
4
Citigroup
Citigroup
New York
-$563K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
101
MGO One Seven
Ohio
$15K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$15K – – –
OIA
103
OneDigital Investment Advisors
Kansas
$14K – – –
RWA
104
River Wealth Advisors
Pennsylvania
$14K – – –
LSA
105
Leonteq Securities AG
Switzerland
$13.7K – – –
Canada Life
106
Canada Life
Manitoba, Canada
$13K – – –
WA
107
WealthTrust Axiom
Pennsylvania
$13K – – –
IA
108
IFP Advisors
Florida
$12K – – –
PCM
109
Penserra Capital Management
California
$10K +$113 +85 +1%
Macquarie Group
110
Macquarie Group
Australia
$8K – – –
PA
111
PSI Advisors
Florida
$7K +$6.67K +5,000 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$5K – – –
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$4K -$4.04K -3,030 -54%
First Manhattan
114
First Manhattan
New York
$4K – – –
CA
115
Crewe Advisors
Utah
$3K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
TWM
117
Tradition Wealth Management
Minnesota
$3K – – –
QCG
118
Quadrant Capital Group
Ohio
$3K +$2.58K +1,931 +422%
LC
119
Lindbrook Capital
California
$2K -$731 -548 -28%
SC
120
Sawyer & Company
Massachusetts
$2K – – –
SIS
121
Sound Income Strategies
Florida
$2K – – –
S
122
SignatureFD
Georgia
$2K +$1.2K +899 +144%
US Bancorp
123
US Bancorp
Minnesota
$1K -$427 -320 -24%
Daiwa Securities Group
124
Daiwa Securities Group
Japan
$1K – – –
FPB
125
First PREMIER Bank
South Dakota
$1K – – –
2 3 4
5
6

GERN Hedge Fund Activity: Q3 2021 in Review

139 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2021, worth a combined $187M — down 1.1% from $189M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of GERN and 12 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 39 added.

The largest buyer was MPM BioImpact, opening a new position worth an estimated $7.65M. The largest seller was Charles Schwab, cutting an estimated $1.88M.

  • 139 institutional investors held Geron (GERN) as of Q3 2021, down from 145 in Q2 2021.
  • Funds reported $187M of Geron stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 12 funds opened new Geron positions in Q3 2021 and 16 closed out, a net change of -4 holders.
  • The largest Geron buyer in Q3 2021 was MPM BioImpact, an estimated $7.65M added.
  • The largest Geron seller in Q3 2021 was Charles Schwab, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2021.