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Geron
GERN

147 hedge funds and large institutions have $163M invested in Geron in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $541K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more funds holding

Funds holding: 139 → 147 (+8)

0.93% less ownership

Funds ownership: 41.14% → 40.21% (-0.93%)

12% less capital invested

Capital invested by funds: $187M → $163M (-$23.1M)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
39
Closed
12
Calls
$2.57M
Puts
$541K
Net Calls
+$2.03M
Net Calls Change
-$197K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.66M
2
Renaissance Technologies
Renaissance Technologies
New York
+$353K
3
Barclays
Barclays
United Kingdom
+$336K
4
Citigroup
Citigroup
New York
+$316K
5
UBS Group
UBS Group
Switzerland
+$275K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.39M
2
State Street
State Street
Massachusetts
-$1.44M
3
Millennium Management
Millennium Management
New York
-$1.07M
4
BlackRock
BlackRock
New York
-$421K
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
126
Sound Income Strategies
Florida
$2K – – –
US Bancorp
127
US Bancorp
Minnesota
$2K +$1.63K +1,135 +114%
HS
128
Horan Securities
United States
$2K +$2.87K +2,000 New
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$1K – – –
FPB
130
First PREMIER Bank
South Dakota
$1K – – –
GWM
131
Geneos Wealth Management
Colorado
$1K – – –
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$1K +$716 +500 New
CTB
133
Country Trust Bank
Illinois
$1K +$921 +643 New
DHGWA
134
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.43K +1,000 New
S
135
Surevest
California
$1K +$1.5K +1,050 New
WAM
136
WFA Asset Management
Wisconsin
$249 +$292 +204 New
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211 -$8.96K -6,254 -3%
ECM
138
Estabrook Capital Management
New York
$57 – – –
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
– -$138K -100,000 Closed
Simplex Trading
140
Simplex Trading
Illinois
– -$78.6K -54,891 Closed
JF
141
Jump Financial
Illinois
– -$36K -26,600 Closed
DTL
142
Dynamic Technology Lab
Singapore
– -$24K -17,282 Closed
CA
143
Cetera Advisors
Colorado
– -$17K -12,230 Closed
IA
144
IFP Advisors
Florida
– -$12K -8,500 Closed
PCM
145
Penserra Capital Management
California
– -$10K -7,335 Closed
TWM
146
Tradition Wealth Management
Minnesota
– -$3K -2,000 Closed
FFG
147
Ford Financial Group
California
– +$36 +25 New
TWA
148
TCI Wealth Advisors
Arizona
– +$215 +150 New
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
– +$287 +200 New
2 3 4 5
6

GERN Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2021, worth a combined $163M — down 12% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GERN positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $1.66M. The largest seller was Fidelity Investments, cutting an estimated $3.39M.

  • 147 institutional investors held Geron (GERN) as of Q4 2021, up from 139 in Q3 2021.
  • Funds reported $163M of Geron stock for Q4 2021, down 12% quarter-over-quarter.
  • 20 funds opened new Geron positions in Q4 2021 and 12 closed out, a net change of +8 holders.
  • The largest Geron buyer in Q4 2021 was Bank of America, an estimated $1.66M added.
  • The largest Geron seller in Q4 2021 was Fidelity Investments, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2021.