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202 hedge funds and large institutions have $852M invested in Geron in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.89M

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $787M → $852M (+$65.4M)

3.46% more ownership

Funds ownership: 70.93%74.38% (+3.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 202202 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
73
Reduced
47
Closed
21
Calls
$4.77M
Puts
$1.89M
Net Calls
+$2.88M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$101K -$13.7K -7,049 -13%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$90.1K +$60K +30,880 +261%
ICG
128
InterOcean Capital Group
Tennessee
$88.6K
VEA
129
Virtus ETF Advisers
New York
$88.4K +$19.2K +9,887 +31%
RJA
130
Raymond James & Associates
Florida
$79.3K -$19 -10 -0%
Prudential Financial
131
Prudential Financial
New Jersey
$77.7K +$3.15K +1,620 +5%
DM
132
Deerfield Management
New York
$75.3K +$69.4K +35,675 New
CPIG
133
Chicago Partners Investment Group
Illinois
$71K +$8.27K +4,252 +14%
NAM
134
NorthCrest Asset Manangement
Minnesota
$66.5K
IWM
135
IHT Wealth Management
Illinois
$66.1K -$5.83K -3,000 -9%
X
136
Xponance
Pennsylvania
$65.5K +$3.31K +1,700 +6%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$65.2K +$4.38K +2,250 +8%
DTL
138
Dynamic Technology Lab
Singapore
$64K +$8.38K +4,309 +17%
TVAMP
139
Tennessee Valley Asset Management Partners
Tennessee
$63.3K +$33.7K +17,350 +137%
AQR Capital Management
140
AQR Capital Management
Connecticut
$63.3K -$91.9K -47,243 -61%
Creative Planning
141
Creative Planning
Kansas
$60.8K +$31.9K +16,420 +132%
FA
142
Forefront Analytics
Pennsylvania
$59.7K -$1.56K -800 -3%
TPWA
143
Twin Peaks Wealth Advisors
California
$58.3K +$53.7K +27,637 New
MOS
144
MGO One Seven
Ohio
$55.4K
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$53.9K -$6.24K -3,210 -11%
HNWAG
146
High Net Worth Advisory Group
Florida
$53.8K
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$50.9K
FHA
148
Flagship Harbor Advisors
Massachusetts
$48.7K +$4.8K +2,470 +12%
AIM
149
Aigen Investment Management
New York
$46.5K -$216K -111,087 -83%
AIA
150
Allied Investment Advisors
Montana
$44.2K

GERN Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2023, worth a combined $852M — up 8.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GERN positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Artal Group, exiting entirely with an estimated $11.8M sold.

  • 202 institutional investors held Geron (GERN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $852M of Geron stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 23 funds opened new Geron positions in Q4 2023 and 21 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Geron seller in Q4 2023 was Artal Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.