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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
VBFG
151
Vishria Bird Financial Group
Tennessee
$43K
BSW
152
Buckingham Strategic Wealth
Missouri
$42.2K
WIA
153
World Investment Advisors
California
$42.2K
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$39.8K +$36.6K +18,840 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$36.9K -$6.29K -3,235 -16%
ACM
156
ADAR1 Capital Management
Texas
$36.5K +$33.6K +17,295 New
Mariner
157
Mariner
Kansas
$35.2K -$1.32K -678 -4%
SC
158
Savant Capital
Illinois
$31.6K
Federated Hermes
159
Federated Hermes
Pennsylvania
$27.3K -$1.15K -589 -4%
PSB
160
Piscataqua Savings Bank
New Hampshire
$26.3K
YIH
161
Y-Intercept (HK)
Hong Kong
$24.8K +$22.9K +11,777 New
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$24.5K
PTP
163
Platform Technology Partners
New York
$23.9K +$19.6K +10,100 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$23.4K +$2.13K +1,096 +11%
FFG
165
Frisch Financial Group
New York
$22K
BBW
166
Blue Barn Wealth
Utah
$21.1K
CT
167
Columbia Trust
Oregon
$21.1K
Comerica Bank
168
Comerica Bank
Texas
$21.1K
OIA
169
OneDigital Investment Advisors
Kansas
$21.1K
RWA
170
River Wealth Advisors
Pennsylvania
$21.1K
WA
171
WealthTrust Axiom
Pennsylvania
$21.1K
S
172
SignatureFD
Georgia
$15.8K +$5.26K +2,705 +56%
LC
173
Lindbrook Capital
California
$13.4K +$861 +443 +8%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$11K -$19 -10 -0.2%
US Bancorp
175
US Bancorp
Minnesota
$8.44K

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.