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139 hedge funds and large institutions have $266M invested in Geron in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $1.79M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

189% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 18

92% more capital invested

Capital invested by funds: $138M → $266M (+$128M)

32% more funds holding

Funds holding: 105139 (+34)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

Holders
139
Holders Change
+34
Holders Change %
+32.38%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
52
Increased
37
Reduced
33
Closed
18
Calls
$8.77M
Puts
$1.79M
Net Calls
+$6.98M
Net Calls Change
+$9.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Capstone Asset Management
Texas
-$51K -16,013 Closed
SRC
152
Shufro Rose & Co
New York
-$40K -12,802 Closed
WAM
153
World Asset Management
Michigan
-$39K -12,265 Closed
WS
154
Wedbush Securities
California
-$36K -11,215 Closed
VAM
155
Visium Asset Management
New York
-$34K -10,580 Closed
MWNA
156
Marshall Wace North America
New York
-$26K -8,148 Closed
FAM
157
Formidable Asset Management
Ohio
-$1K -18 Closed

GERN Hedge Fund Activity: Q4 2013 in Review

139 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2013, worth a combined $266M — up 92% from $138M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GERN positions and 18 closed out — a net gain of 34 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was State Street, adding an estimated $15.7M. The largest seller was Fidelity Investments, cutting an estimated $8.8M.

  • 139 institutional investors held Geron (GERN) as of Q4 2013, up from 105 in Q3 2013.
  • Funds reported $266M of Geron stock for Q4 2013, up 92% quarter-over-quarter.
  • 52 funds opened new Geron positions in Q4 2013 and 18 closed out, a net change of +34 holders.
  • The largest Geron buyer in Q4 2013 was State Street, an estimated $15.7M added.
  • The largest Geron seller in Q4 2013 was Fidelity Investments, an estimated $8.8M sold.

Based on aggregated 13F filings for Q4 2013.