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138 hedge funds and large institutions have $62.6M invested in Geron in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.1M

2.22% more ownership

Funds ownership: 31.35%33.57% (+2.2%)

3% less funds holding

Funds holding: 143138 (-5)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

38% less capital invested

Capital invested by funds: $101M → $62.6M (-$38.8M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
33
Reduced
37
Closed
31
Calls
$1.91M
Puts
$1.1M
Net Calls
+$806K
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Strategic Wealth Partners
Ohio
$1K
WCM
127
WealthBridge Capital Management
Ohio
$1K +$1.22K +800 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$1K +$1.52K +1,000 New
LC
129
Lindbrook Capital
California
$1K +$1.52K +1,000 New
SC
130
Sawyer & Company
Massachusetts
$1K +$1.99K +1,307 New
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$561 -$175K -115,162 -100%
GT
132
Glenmede Trust
Pennsylvania
$1 +$1.52K +1,000 New
Creative Planning
133
Creative Planning
Kansas
-$560K -318,011 Closed
SC
134
Sculptor Capital
New York
-$535K -303,700 Closed
Balyasny Asset Management
135
Balyasny Asset Management
Illinois
-$481K -273,166 Closed
Russell Investments Group
136
Russell Investments Group
United Kingdom
-$214K -121,869 Closed
MIM
137
MetLife Investment Management
New Jersey
-$137K -77,629 Closed
SEC
138
Seven Eight Capital
New York
-$123K -69,701 Closed
Man Group
139
Man Group
United Kingdom
-$89K -50,547 Closed
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
-$88.8K -50,480 Closed
Capstone Investment Advisors
141
Capstone Investment Advisors
New York
-$88K -50,000 Closed
Pacer Advisors
142
Pacer Advisors
Pennsylvania
-$85K -48,062 Closed
Walleye Trading
143
Walleye Trading
New York
-$69K -39,106 Closed
Simplex Trading
144
Simplex Trading
Illinois
-$49.2K -32,409 Closed
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
-$46K -26,025 Closed
GCP
146
GSA Capital Partners
United Kingdom
-$38K -21,400 Closed
AG
147
Aperio Group
California
-$36K -20,568 Closed
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
-$36K -20,320 Closed
BCM
149
BlueCrest Capital Management
Jersey
-$34K -19,154 Closed
IA
150
IFG Advisory
Georgia
-$32K -18,400 Closed

GERN Hedge Fund Activity: Q4 2018 in Review

138 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2018, worth a combined $62.6M — down 38% from $101M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GERN and 26 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $14.5M. The largest seller was State Street, cutting an estimated $8.92M.

  • 138 institutional investors held Geron (GERN) as of Q4 2018, down from 143 in Q3 2018.
  • Funds reported $62.6M of Geron stock for Q4 2018, down 38% quarter-over-quarter.
  • 26 funds opened new Geron positions in Q4 2018 and 31 closed out, a net change of -5 holders.
  • The largest Geron buyer in Q4 2018 was Fidelity Investments, an estimated $14.5M added.
  • The largest Geron seller in Q4 2018 was State Street, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2018.