We are live on ! Find out more

147 hedge funds and large institutions have $163M invested in Geron in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $541K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more funds holding

Funds holding: 139147 (+8)

0.93% less ownership

Funds ownership: 41.14%40.21% (-0.93%)

12% less capital invested

Capital invested by funds: $187M → $163M (-$23.1M)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
44
Reduced
39
Closed
12
Calls
$2.57M
Puts
$541K
Net Calls
+$2.03M
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Elmwood Wealth Management
California
$16K +$19.3K +13,450 New
PSB
102
Piscataqua Savings Bank
New Hampshire
$15K
PHK
103
Point72 Hong Kong
Hong Kong
$14K +$16.2K +11,325 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$13K
PA
105
Profund Advisors
Maryland
$13K +$14.8K +10,311 New
LWM
106
Laidlaw Wealth Management
New York
$13K +$15.8K +11,000 New
LSA
107
Leonteq Securities AG
Switzerland
$12.2K
OIA
108
OneDigital Investment Advisors
Kansas
$12K -$287 -200 -2%
MOS
109
MGO One Seven
Ohio
$12K
RWA
110
River Wealth Advisors
Pennsylvania
$12K
WA
111
WealthTrust Axiom
Pennsylvania
$12K
PCMC
112
Paragon Capital Management (Colorado)
Colorado
$9K +$10K +7,000 New
Macquarie Group
113
Macquarie Group
Australia
$7K
PA
114
PSI Advisors
Florida
$6K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$5K -$242K -169,016 -97%
EVM
116
Eaton Vance Management
Massachusetts
$5K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$4K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$3K
First Manhattan
119
First Manhattan
New York
$3K
QCG
120
Quadrant Capital Group
Ohio
$3K
S
121
SignatureFD
Georgia
$3K +$1.66K +1,159 +76%
CA
122
Crewe Advisors
Utah
$2K
LC
123
Lindbrook Capital
California
$2K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2K
SC
125
Sawyer & Company
Massachusetts
$2K

GERN Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2021, worth a combined $163M — down 12% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GERN positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $1.66M. The largest seller was Fidelity Investments, cutting an estimated $3.39M.

  • 147 institutional investors held Geron (GERN) as of Q4 2021, up from 139 in Q3 2021.
  • Funds reported $163M of Geron stock for Q4 2021, down 12% quarter-over-quarter.
  • 20 funds opened new Geron positions in Q4 2021 and 12 closed out, a net change of +8 holders.
  • The largest Geron buyer in Q4 2021 was Bank of America, an estimated $1.66M added.
  • The largest Geron seller in Q4 2021 was Fidelity Investments, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2021.