Geron
GERN
143 hedge funds and large institutions have $101M invested in Geron in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 16 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 30
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
6% more funds holding
Funds holding: 135 → 143 (+8)
9.62% less ownership
Funds ownership: 40.96% → 31.35% (-9.6%)
46% less call options, than puts
Call options by funds: $9.91M | Put options by funds: $18.4M
57% less capital invested
Capital invested by funds: $237M → $101M (-$136M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.53M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.88M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$2.81M |
| 5 |
BlackRock
New York
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$28.3M |
| 3 |
PA
Perceptive Advisors
New York
|
-$11.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.07M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
151
Founders Capital Management (Texas)
Houston,
Texas
| – | -$10K | -3,000 | Closed |
|
|
PIA
152
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$9K | -2,765 | Closed |
|
153
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$8K | -2,472 | Closed |
|
|
PFO
154
Pathstone Family Office
Englewood,
New Jersey
| – | -$3K | -1,000 | Closed |
|
|
CF
155
Centaurus Financial
Anaheim,
California
| – | -$1K | -246 | Closed |
|
|
NL
156
NVWM LLC
Yardley,
Pennsylvania
| – | +$719 | +165 | New |
|
GERN Hedge Fund Activity: Q3 2018 in Review
143 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2018, worth a combined $101M — down 57% from $237M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new GERN positions and 16 closed out — a net gain of 8 holders — while 47 added to existing stakes and 30 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.77M. The largest seller was Fidelity Investments, cutting an estimated $41.6M.
- 143 institutional investors held Geron (GERN) as of Q3 2018, up from 135 in Q2 2018.
- Funds reported $101M of Geron stock for Q3 2018, down 57% quarter-over-quarter.
- 24 funds opened new Geron positions in Q3 2018 and 16 closed out, a net change of +8 holders.
- The largest Geron buyer in Q3 2018 was Citadel Advisors, an estimated $4.77M added.
- The largest Geron seller in Q3 2018 was Fidelity Investments, an estimated $41.6M sold.
Based on aggregated 13F filings for Q3 2018.