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Geron
GERN

133 hedge funds and large institutions have $328M invested in Geron in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $197M → $328M (+$131M)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

6% more funds holding

Funds holding: 126 → 133 (+7)

23% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $4.41M

25% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 44

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
33
Reduced
44
Closed
19
Calls
$3.38M
Puts
$4.41M
Net Calls
-$1.03M
Net Calls Change
-$149K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$10.2M
2
QI
QS Investors
New York
+$1.48M
3
GAM
Gotham Asset Management
New York
+$1.2M
4
EI
EAM Investors
California
+$1.09M
5
RFC
Russell Frank Company
Washington
+$891K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$19.7M
2
Millennium Management
Millennium Management
New York
-$2.77M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.69M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.34M
5
BFA
BlackRock Fund Advisors
California
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$3.39K +$8.43K +2,100 New
CPIG
127
Chicago Partners Investment Group
Illinois
$2K – – –
SIG
128
Stanford Investment Group
California
$2K – – –
AssetMark Inc
129
AssetMark Inc
California
$2K +$1.34K +335 New
WAS
130
WESPAC Advisors SoCal
California
$2K +$2.01K +500 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$510 +$4.57K +1,138 +1%
N
132
Nuveen
North Carolina
$54 -$1.82K -453 -4%
Citadel Advisors
133
Citadel Advisors
Florida
– -$2.69M -670,955 Closed
HCM
134
Highbridge Capital Management
New York
– -$382K -138,302 Closed
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
– -$329K -119,044 Closed
SEI Investments
136
SEI Investments
Pennsylvania
– -$291K -105,282 Closed
PP
137
Paloma Partners
Connecticut
– -$194K -70,400 Closed
VAM
138
Visium Asset Management
New York
– -$101K -36,671 Closed
DIA
139
Denver Investment Advisors
Colorado
– -$94K -34,221 Closed
JAM
140
JW Asset Management
Florida
– -$83K -30,000 Closed
JG
141
Jefferies Group
New York
– -$75K -27,306 Closed
TRCT
142
Tower Research Capital (TRC)
New York
– -$48K -17,270 Closed
Walleye Trading
143
Walleye Trading
New York
– -$45K -16,200 Closed
AL
144
Airain Ltd
Guernsey
– -$43K -15,420 Closed
LJAC
145
L.J. Altfest & Co
New York
– -$30K -10,893 Closed
ICAS
146
Investors Capital Advisory Services
Massachusetts
– -$29K -10,650 Closed
Acadian Asset Management
147
Acadian Asset Management
Massachusetts
– -$11K -3,813 Closed
ST
148
Spot Trading
Illinois
– -$9K -3,432 Closed
EWM
149
Endurance Wealth Management
Rhode Island
– -$1K -400 Closed
KF
150
Krilogy Financial
Missouri
– -$1K -300 Closed
3 4 5
6
7

GERN Hedge Fund Activity: Q4 2015 in Review

133 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2015, worth a combined $328M — up 67% from $197M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GERN positions and 19 closed out — a net gain of 9 holders — while 33 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $10.2M. The largest seller was State Street, cutting an estimated $19.7M.

  • 133 institutional investors held Geron (GERN) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $328M of Geron stock for Q4 2015, up 67% quarter-over-quarter.
  • 28 funds opened new Geron positions in Q4 2015 and 19 closed out, a net change of +9 holders.
  • The largest Geron buyer in Q4 2015 was Invesco, an estimated $10.2M added.
  • The largest Geron seller in Q4 2015 was State Street, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2015.