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Geron
GERN

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: 202 → 202 (0)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.4M
2
VC
Vivo Capital
California
+$14.8M
3
Deutsche Bank
Deutsche Bank
Germany
+$13.3M
4
SI
Sofinnova Investments
California
+$9.94M
5
BlackRock
BlackRock
New York
+$9.75M

Top Sellers

Rank Fund Capital Flow
1
AG
Artal Group
Luxembourg
-$11.8M
2
Marshall Wace
Marshall Wace
United Kingdom
-$7.35M
3
BBA
Baker Bros. Advisors
New York
-$6.49M
4
LGM
Logos Global Management
California
-$5.83M
5
OM
Opaleye Management
Massachusetts
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
176
Cambridge Trust
Massachusetts
$5.28K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$4.78K +$515 +265 +13%
HWM
178
HighMark Wealth Management
Minnesota
$4.22K – – –
AW
179
Avion Wealth
Texas
$4K – – –
TWM
180
Tradition Wealth Management
Minnesota
$4K – – –
ITIM
181
Indiana Trust & Investment Management
Indiana
$3.66K – – –
GWM
182
Geneos Wealth Management
Colorado
$3.17K – – –
SIS
183
Strategic Investment Solutions
Illinois
$3.17K +$2.92K +1,500 New
Daiwa Securities Group
184
Daiwa Securities Group
Japan
$3K – – –
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$2.9K – – –
CA
186
Crewe Advisors
Utah
$2.11K -$1.95K -1,000 -50%
SIS
187
Sound Income Strategies
Florida
$1.97K – – –
HT
188
Headlands Technologies
Illinois
$1.08K +$1K +514 New
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$1.06K – – –
CG
190
Cutler Group
California
$1K -$1.82K -938 -54%
CA
191
Centerpoint Advisors
Massachusetts
$1K – – –
NFSG
192
Newbridge Financial Services Group
Florida
$844 – – –
HPC
193
HM Payson & Co
Maine
$718 – – –
AssetMark Inc
194
AssetMark Inc
California
$707 – – –
FWM
195
Focused Wealth Management
New York
$608 – – –
PA
196
Parallel Advisors
California
$308 – – –
PMFA
197
Plante Moran Financial Advisors
Michigan
$232 +$214 +110 New
HI
198
Harbour Investments
Wisconsin
$211 – – –
KA
199
Kozak & Associates
Colorado
$197 +$194 +100 New
FFA
200
Farther Finance Advisors
California
$63 +$58 +30 New
5 6 7
8
9

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.