We are live on ! Find out more

133 hedge funds and large institutions have $171M invested in Geron in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

4% less funds holding

Funds holding: 139133 (-6)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

36% less capital invested

Capital invested by funds: $266M → $171M (-$95M)

52% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.16M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
55
Reduced
32
Closed
28
Calls
$1.53M
Puts
$3.16M
Net Calls
-$1.63M
Net Calls Change
-$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$1K +$1.98K +497 New
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$323 -$6.45K -1,618 -90%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207 -$2.55K -639 -0.6%
BIM
129
Bogle Investment Management
Massachusetts
-$8.8M -1,964,465 Closed
DM
130
Deerfield Management
New York
-$4.74M -1,058,000 Closed
NI
131
Numeric Investors
Massachusetts
-$3.47M -774,668 Closed
SFM
132
Systematic Financial Management
New Jersey
-$1.61M -358,800 Closed
RFC
133
Russell Frank Company
Washington
-$1.24M -262,344 Closed
GTC
134
Ghost Tree Capital
New York
-$1.11M -248,630 Closed
RCI
135
Ridgeback Capital Investments
Florida
-$1.07M -238,050 Closed
EI
136
EAM Investors
California
-$1.04M -231,874 Closed
CAM
137
ClariVest Asset Management
California
-$734K -163,891 Closed
EMFAT
138
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$444K -108,434 Closed
Allianz Asset Management
139
Allianz Asset Management
Germany
-$474K -105,800 Closed
SFM
140
Sphera Funds Management
Israel
-$474K -105,800 Closed
Two Sigma Investments
141
Two Sigma Investments
New York
-$430K -95,894 Closed
EMG
142
Ellington Management Group
Connecticut
-$420K -93,739 Closed
DS
143
DRW Securities
Illinois
-$166K -37,124 Closed
SCM
144
Stevens Capital Management
Pennsylvania
-$137K -30,568 Closed
SM
145
Sabby Management
Florida
-$133K -29,638 Closed
DTL
146
Dynamic Technology Lab
Singapore
-$116K -25,933 Closed
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
-$87K -19,463 Closed
CI
148
Cowen Inc
New York
-$59K -13,225 Closed
Verition Fund Management
149
Verition Fund Management
Connecticut
-$59K -13,132 Closed
PA
150
Perceptive Advisors
New York
-$22K -4,956 Closed

GERN Hedge Fund Activity: Q1 2014 in Review

133 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2014, worth a combined $171M — down 36% from $266M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GERN and 22 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 55 added.

The largest buyer was Fidelity Investments, adding an estimated $81.6M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $8.8M sold.

  • 133 institutional investors held Geron (GERN) as of Q1 2014, down from 139 in Q4 2013.
  • Funds reported $171M of Geron stock for Q1 2014, down 36% quarter-over-quarter.
  • 22 funds opened new Geron positions in Q1 2014 and 28 closed out, a net change of -6 holders.
  • The largest Geron buyer in Q1 2014 was Fidelity Investments, an estimated $81.6M added.
  • The largest Geron seller in Q1 2014 was Bogle Investment Management, an estimated $8.8M sold.

Based on aggregated 13F filings for Q1 2014.