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Geron
GERN

185 hedge funds and large institutions have $509M invested in Geron in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $37M | Put options by funds: $8.13M

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $448M → $509M (+$60.9M)

4.6% more ownership

Funds ownership: 50.21% → 54.81% (+4.6%)

3% more funds holding

Funds holding: 179 → 185 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
65
Reduced
43
Closed
22
Calls
$37M
Puts
$8.13M
Net Calls
+$28.8M
Net Calls Change
+$8.05M

Top Buyers

Rank Fund Capital Flow
1
BC
Boxer Capital
California
+$18.1M
2
DTC
Deep Track Capital
Connecticut
+$16.6M
3
State Street
State Street
Massachusetts
+$13.9M
4
VC
Vivo Capital
California
+$9.06M
5
TCM
TCG Crossover Management
California
+$6.88M

Top Sellers

Rank Fund Capital Flow
1
RCM
RA Capital Management
Massachusetts
-$38.5M
2
HM
HealthCor Management
New York
-$3.15M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.8M
5
EGI
EAM Global Investors
California
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
151
River Wealth Advisors
Pennsylvania
$24.2K – – –
WA
152
WealthTrust Axiom
Pennsylvania
$24.2K – – –
FIA
153
FNY Investment Advisers
New York
$21K +$19.9K +8,901 New
LC
154
Lindbrook Capital
California
$15K -$461 -206 -3%
MCC
155
Money Concepts Capital
Florida
$14.5K +$13.4K +6,000 New
S
156
SignatureFD
Georgia
$13K -$1.34K -598 -10%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$13K +$199 +89 +2%
CUAMC
158
China Universal Asset Management Company
China
$9.37K +$750 +335 +9%
CA
159
Centerpoint Advisors
Massachusetts
$6K +$3.81K +1,700 +283%
TWM
160
Tradition Wealth Management
Minnesota
$5K – – –
ACM
161
Aquatic Capital Management
Illinois
$5K +$4.48K +2,000 New
CA
162
Crewe Advisors
Utah
$4.84K – – –
HS
163
Horan Securities
United States
$4.84K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$4.84K – – –
US Bancorp
165
US Bancorp
Minnesota
$4.84K – – –
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$3K – – –
AIC
167
Archer Investment Corporation
Indiana
$2.42K +$2.24K +1,000 New
SIS
168
Sound Income Strategies
Florida
$2.26K – – –
FPB
169
First PREMIER Bank
South Dakota
$2K – – –
MWM
170
MinichMacGregor Wealth Management
New York
$1.21K +$1.12K +500 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$1.21K – – –
IA
172
IFP Advisors
Florida
$1K – – –
NFSG
173
Newbridge Financial Services Group
Florida
$968 – – –
HPC
174
HM Payson & Co
Maine
$823 – – –
AssetMark Inc
175
AssetMark Inc
California
$811 – – –
5 6
7
8 9

GERN Hedge Fund Activity: Q4 2022 in Review

185 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2022, worth a combined $509M — up 14% from $448M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GERN positions and 22 closed out — a net gain of 9 holders — while 65 added to existing stakes and 43 trimmed.

The largest buyer was Boxer Capital, opening a new position worth an estimated $18.1M. The largest seller was RA Capital Management, cutting an estimated $38.5M.

  • 185 institutional investors held Geron (GERN) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $509M of Geron stock for Q4 2022, up 14% quarter-over-quarter.
  • 31 funds opened new Geron positions in Q4 2022 and 22 closed out, a net change of +9 holders.
  • The largest Geron buyer in Q4 2022 was Boxer Capital, an estimated $18.1M added.
  • The largest Geron seller in Q4 2022 was RA Capital Management, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2022.