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Geron
GERN

202 hedge funds and large institutions have $787M invested in Geron in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 34

130% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $1.96M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.25% more ownership

Funds ownership: 67.68% → 70.93% (+3.2%)

0% more funds holding

Funds holding: 201 → 202 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

29% less capital invested

Capital invested by funds: $1.1B → $787M (-$318M)

Holders
202
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
84
Reduced
34
Closed
24
Calls
$4.5M
Puts
$1.96M
Net Calls
+$2.54M
Net Calls Change
-$1.56M

Top Buyers

Rank Fund Capital Flow
1
RCM
RA Capital Management
Massachusetts
+$39.8M
2
State Street
State Street
Massachusetts
+$11.1M
3
Millennium Management
Millennium Management
New York
+$10.5M
4
Charles Schwab
Charles Schwab
California
+$6.24M
5
SBH
Segall Bryant & Hamill
Illinois
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$10.7M
2
OCA
Octagon Capital Advisors
New York
-$7.31M
3
Norges Bank
Norges Bank
Norway
-$6.23M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.14M
5
SI
Sofinnova Investments
California
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
176
SignatureFD
Georgia
$10.2K – – –
US Bancorp
177
US Bancorp
Minnesota
$8.48K +$5.43K +2,000 +100%
CT
178
Cambridge Trust
Massachusetts
$5.3K – – –
CA
179
Crewe Advisors
Utah
$4.24K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$4.24K – – –
HWM
181
HighMark Wealth Management
Minnesota
$4.24K +$4.48K +1,650 +471%
TWM
182
Tradition Wealth Management
Minnesota
$4K – – –
AW
183
Avion Wealth
Texas
$4K +$5.43K +2,000 New
ITIM
184
Indiana Trust & Investment Management
Indiana
$3.68K +$4.71K +1,736 New
GWM
185
Geneos Wealth Management
Colorado
$3.18K +$1.36K +500 +50%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$3.06K +$3.91K +1,441 New
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$3K – – –
CG
188
Cutler Group
California
$3K +$1.1K +407 +31%
FPB
189
First PREMIER Bank
South Dakota
$2K – – –
SIS
190
Sound Income Strategies
Florida
$1.98K – – –
CA
191
Centerpoint Advisors
Massachusetts
$1K – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$995 – – –
NFSG
193
Newbridge Financial Services Group
Florida
$848 – – –
HPC
194
HM Payson & Co
Maine
$721 – – –
AssetMark Inc
195
AssetMark Inc
California
$710 – – –
FWM
196
Focused Wealth Management
New York
$611 – – –
CAS
197
Coppell Advisory Solutions
Texas
$484 – – –
PA
198
Parallel Advisors
California
$310 – – –
HI
199
Harbour Investments
Wisconsin
$212 +$271 +100 New
WOSD
200
WFA of San Diego
California
$85 – – –
5 6 7
8
9

GERN Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2023, worth a combined $787M — down 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GERN positions and 24 closed out — a net gain of 3 holders — while 84 added to existing stakes and 34 trimmed.

The largest buyer was RA Capital Management, adding an estimated $39.8M. The largest seller was Marshall Wace, cutting an estimated $10.7M.

  • 202 institutional investors held Geron (GERN) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $787M of Geron stock for Q3 2023, down 29% quarter-over-quarter.
  • 27 funds opened new Geron positions in Q3 2023 and 24 closed out, a net change of +3 holders.
  • The largest Geron buyer in Q3 2023 was RA Capital Management, an estimated $39.8M added.
  • The largest Geron seller in Q3 2023 was Marshall Wace, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.