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Geron
GERN

138 hedge funds and large institutions have $62.6M invested in Geron in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.1M

2.22% more ownership

Funds ownership: 31.35% → 33.57% (+2.2%)

3% less funds holding

Funds holding: 143 → 138 (-5)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

38% less capital invested

Capital invested by funds: $101M → $62.6M (-$38.8M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
33
Reduced
37
Closed
31
Calls
$1.91M
Puts
$1.1M
Net Calls
+$806K
Net Calls Change
+$9.27M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.53M
3
Morgan Stanley
Morgan Stanley
New York
+$2.88M
4
BlackRock
BlackRock
New York
+$1.67M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$8.92M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$6.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.16M
5
Bank of America
Bank of America
North Carolina
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
151
Boothbay Fund Management
New York
– -$30K -17,085 Closed
FIM
152
Fernwood Investment Management
Massachusetts
– -$28K -16,000 Closed
GC
153
Grace Capital
Massachusetts
– -$28K -16,000 Closed
Verition Fund Management
154
Verition Fund Management
Connecticut
– -$24K -13,430 Closed
PHK
155
Point72 Hong Kong
Hong Kong
– -$21K -12,113 Closed
SFG
156
SNS Financial Group
Minnesota
– -$18K -10,000 Closed
CTC
157
Central Trust Company
Missouri
– -$4K -2,300 Closed
ML
158
McAdam LLC
Pennsylvania
– -$3K -2,000 Closed
OIA
159
Optimum Investment Advisors
Illinois
– -$4K -2,000 Closed
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -1,500 Closed
SWP
161
Stratos Wealth Partners
Ohio
– -$1K -800 Closed
CPIG
162
Chicago Partners Investment Group
Illinois
– -$1K -400 Closed
LFG
163
Larson Financial Group
Missouri
– +$399 +263 New
3 4 5 6
7

GERN Hedge Fund Activity: Q4 2018 in Review

138 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2018, worth a combined $62.6M — down 38% from $101M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GERN and 26 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $14.5M. The largest seller was State Street, cutting an estimated $8.92M.

  • 138 institutional investors held Geron (GERN) as of Q4 2018, down from 143 in Q3 2018.
  • Funds reported $62.6M of Geron stock for Q4 2018, down 38% quarter-over-quarter.
  • 26 funds opened new Geron positions in Q4 2018 and 31 closed out, a net change of -5 holders.
  • The largest Geron buyer in Q4 2018 was Fidelity Investments, an estimated $14.5M added.
  • The largest Geron seller in Q4 2018 was State Street, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2018.