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124 hedge funds and large institutions have $97.3M invested in Geron in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $62.6M → $97.3M (+$34.8M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

2.13% less ownership

Funds ownership: 33.57%31.43% (-2.1%)

10% less funds holding

Funds holding: 138124 (-14)

33% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.86M

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
124
Holders Change
-14
Holders Change %
-10.14%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
30
Closed
29
Calls
$1.24M
Puts
$1.86M
Net Calls
-$618K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
-$101K -100,583 Closed
MHS
127
M Holdings Securities
Oregon
-$83K -82,650 Closed
WAM
128
Weiss Asset Management
Massachusetts
-$57K -57,243 Closed
NSEDCP
129
NJ State Employees Deferred Compensation Plan
New Jersey
-$45K -45,000 Closed
HF
130
HRT Financial
New York
-$40K -40,098 Closed
Luther King Capital Management (LKCM)
131
Luther King Capital Management (LKCM)
Texas
-$30K -30,000 Closed
XK
132
Xact Kapitalforvaltning
Sweden
-$28K -27,600 Closed
PM
133
Pembroke Management
Quebec, Canada
-$20K -20,000 Closed
Two Sigma Advisers
134
Two Sigma Advisers
New York
-$15K -14,700 Closed
JG
135
Jefferies Group
New York
-$12K -12,127 Closed
FIA
136
FNY Investment Advisers
New York
-$12.8K -9,338 Closed
IA
137
IFP Advisors
Florida
-$8K -7,700 Closed
ATC
138
Adirondack Trust Company
New York
-$5K -5,000 Closed
MOS
139
MGO One Seven
Ohio
-$5K -5,000 Closed
ASN
140
Advisory Services Network
Georgia
-$2K -2,000 Closed
HighTower Advisors
141
HighTower Advisors
Illinois
-$2K -1,700 Closed
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.5K -1,500 Closed
BWA
143
BDO Wealth Advisors
Florida
-$1K -1,000 Closed
CA
144
Claro Advisors
Massachusetts
-$2K -1,000 Closed
CCM
145
Covington Capital Management
California
-$1K -1,000 Closed
SWP
146
Strategic Wealth Partners
Ohio
-$1K -1,000 Closed
VRM
147
Vectors Research Management
New York
+$137 +100 New
FWM
148
Focused Wealth Management
New York
+$394 +288 New

GERN Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2019, worth a combined $97.3M — up 56% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GERN and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 38 added.

The largest buyer was Vanguard Group, adding an estimated $7.19M. The largest seller was JP Morgan Chase, cutting an estimated $3.75M.

  • 124 institutional investors held Geron (GERN) as of Q1 2019, down from 138 in Q4 2018.
  • Funds reported $97.3M of Geron stock for Q1 2019, up 56% quarter-over-quarter.
  • 15 funds opened new Geron positions in Q1 2019 and 29 closed out, a net change of -14 holders.
  • The largest Geron buyer in Q1 2019 was Vanguard Group, an estimated $7.19M added.
  • The largest Geron seller in Q1 2019 was JP Morgan Chase, an estimated $3.75M sold.

Based on aggregated 13F filings for Q1 2019.