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Geron
GERN

152 hedge funds and large institutions have $304M invested in Geron in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.16M

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

9% more funds holding

Funds holding: 139 → 152 (+13)

5.13% more ownership

Funds ownership: 50.38% → 55.51% (+5.1%)

12% less capital invested

Capital invested by funds: $344M → $304M (-$40.3M)

Holders
152
Holders Change
+13
Holders Change %
+9.35%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
55
Reduced
23
Closed
13
Calls
$2.82M
Puts
$1.16M
Net Calls
+$1.66M
Net Calls Change
-$2.37M

Top Buyers

Rank Fund Capital Flow
1
NMC
NEA Management Company
Maryland
+$24.9M
2
State Street
State Street
Massachusetts
+$14.1M
3
BlackRock
BlackRock
New York
+$9.6M
4
SG Americas Securities
SG Americas Securities
New York
+$1.68M
5
Millennium Management
Millennium Management
New York
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.1M
2
GPP
Great Point Partners
Connecticut
-$10.6M
3
SB
Samsara BioCapital
California
-$4.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.91M
5
Two Sigma Investments
Two Sigma Investments
New York
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
126
Penserra Capital Management
California
$4K +$4.91K +2,652 New
CAL
127
Capital Analysts LLC
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$3K +$1.61K +871 +99%
CA
130
Crewe Advisors
Utah
$2K – – –
FPB
131
First PREMIER Bank
South Dakota
$2K – – –
LC
132
Lindbrook Capital
California
$2K – – –
MAM
133
Meeder Asset Management
Ohio
$2K – – –
RFA
134
Reilly Financial Advisors
California
$2K – – –
SC
135
Sawyer & Company
Massachusetts
$2K – – –
SIS
136
Sound Income Strategies
Florida
$2K – – –
US Bancorp
137
US Bancorp
Minnesota
$2K – – –
NNP
138
Nachman Norwood & Parrott
South Carolina
$2K +$2.04K +1,100 New
FCH
139
Freestone Capital Holdings
Washington
$1.74K +$1.85K +1,000 New
Millennium Management
140
Millennium Management
New York
$1.3K +$1.36M +734,246 +4,581%
AssetMark Inc
141
AssetMark Inc
California
$1K – – –
CA
142
Centerpoint Advisors
Massachusetts
$1K – – –
FWM
143
Focused Wealth Management
New York
$1K – – –
GWM
144
Geneos Wealth Management
Colorado
$1K – – –
GT
145
Glenmede Trust
Pennsylvania
$1K – – –
HPC
146
HM Payson & Co
Maine
$1K – – –
ECM
147
Estabrook Capital Management
New York
$82 – – –
SXL
148
Summit X LLC
Missouri
$64 +$10.7K +5,780 +4%
AIM
149
Aigen Investment Management
New York
– -$106K -48,670 Closed
FWM
150
Filbrandt Wealth Management
Wisconsin
– -$65K -30,000 Closed
3 4 5
6
7

GERN Hedge Fund Activity: Q3 2020 in Review

152 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2020, worth a combined $304M — down 12% from $344M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GERN positions and 13 closed out — a net gain of 14 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was NEA Management Company, opening a new position worth an estimated $24.9M. The largest seller was Fidelity Investments, cutting an estimated $14.1M.

  • 152 institutional investors held Geron (GERN) as of Q3 2020, up from 139 in Q2 2020.
  • Funds reported $304M of Geron stock for Q3 2020, down 12% quarter-over-quarter.
  • 27 funds opened new Geron positions in Q3 2020 and 13 closed out, a net change of +14 holders.
  • The largest Geron buyer in Q3 2020 was NEA Management Company, an estimated $24.9M added.
  • The largest Geron seller in Q3 2020 was Fidelity Investments, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2020.