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202 hedge funds and large institutions have $852M invested in Geron in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.89M

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $787M → $852M (+$65.4M)

3.46% more ownership

Funds ownership: 70.93%74.38% (+3.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 202202 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
73
Reduced
47
Closed
21
Calls
$4.77M
Puts
$1.89M
Net Calls
+$2.88M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$190K +$23.3K +11,996 +15%
EFM
102
E Fund Management
China
$189K -$15.7K -8,075 -8%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$189K
Credit Agricole
104
Credit Agricole
France
$186K +$171K +88,000 New
GS
105
GTS Securities
New York
$183K +$3.13K +1,610 +2%
DLA
106
Douglas Lane & Associates
New York
$150K
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$149K -$5.99K -3,078 -4%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$148K +$1.33K +682 +1%
TRCT
109
Tower Research Capital (TRC)
New York
$145K +$109K +55,980 +438%
Walleye Trading
110
Walleye Trading
New York
$142K -$148K -75,970 -53%
AB
111
Amalgamated Bank
New York
$135K -$9.82K -5,048 -7%
Capstone Investment Advisors
112
Capstone Investment Advisors
New York
$134K -$109K -56,192 -47%
ETC
113
Exchange Traded Concepts
Oklahoma
$134K +$31.3K +16,086 +34%
CUAMC
114
China Universal Asset Management Company
China
$133K +$96.1K +49,394 +368%
Victory Capital Management
115
Victory Capital Management
Texas
$131K +$26.4K +13,596 +28%
PCM
116
Poehling Capital Management
Wisconsin
$128K
EC
117
EntryPoint Capital
New York
$126K +$117K +59,926 New
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$126K
TIAA Trust, National Association
119
TIAA Trust, National Association
North Carolina
$123K
Canada Life
120
Canada Life
Manitoba, Canada
$120K -$7.82K -4,020 -7%
Stifel Financial
121
Stifel Financial
Missouri
$115K +$10.6K +5,446 +11%
NRD
122
Nebula Research & Development
New York
$110K +$101K +52,165 New
PA
123
Pinnacle Associates
New York
$107K
PWMAG
124
Pinnacle Wealth Management Advisory Group
New Jersey
$107K
AIP
125
Ameritas Investment Partners
Nebraska
$104K

GERN Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2023, worth a combined $852M — up 8.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GERN positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Artal Group, exiting entirely with an estimated $11.8M sold.

  • 202 institutional investors held Geron (GERN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $852M of Geron stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 23 funds opened new Geron positions in Q4 2023 and 21 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Geron seller in Q4 2023 was Artal Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.