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231 hedge funds and large institutions have $1.43B invested in Geron in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.59M

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

68% more capital invested

Capital invested by funds: $852M → $1.43B (+$580M)

14% more funds holding

Funds holding: 202231 (+29)

5.08% more ownership

Funds ownership: 74.38%79.47% (+5.1%)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

Holders
231
Holders Change
+29
Holders Change %
+14.36%
% of All Funds
3.33%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
54
Increased
66
Reduced
64
Closed
22
Calls
$15.7M
Puts
$5.59M
Net Calls
+$10.1M
Net Calls Change
+$7.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
176
Verition Fund Management
Connecticut
$48.5K +$32.9K +14,695 New
Federated Hermes
177
Federated Hermes
Pennsylvania
$42.8K +$152 +68 +0.5%
PSB
178
Piscataqua Savings Bank
New Hampshire
$41.1K
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$38.4K
AT
180
American Trust
Kentucky
$37.5K +$25.5K +11,377 New
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$37K +$25.1K +11,223 New
Wolverine Trading
182
Wolverine Trading
Illinois
$36.9K +$25.1K +11,194 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$36.2K -$278 -124 -1%
OQS
184
Occudo Quantitative Strategies
Florida
$34.3K +$23.3K +10,393 New
FFG
185
Frisch Financial Group
New York
$34K
KWM
186
Kingsview Wealth Management
Oregon
$33.8K +$23K +10,250 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$33.5K -$16.4K -7,334 -42%
WIA
188
World Investment Advisors
California
$33.1K -$22.3K -9,957 -50%
BBW
189
Blue Barn Wealth
Utah
$33K
Comerica Bank
190
Comerica Bank
Texas
$33K
WA
191
WealthTrust Axiom
Pennsylvania
$33K
IA
192
IFG Advisory
Georgia
$33K +$22.4K +10,000 New
UB
193
Umpqua Bank
Oregon
$33K +$22.4K +10,000 New
AIA
194
Alternative Investment Advisors
Florida
$32.7K +$23.1K +10,302 New
CA
195
Crewe Advisors
Utah
$32K +$19.5K +8,700 +870%
HT
196
Headlands Technologies
Illinois
$23.5K +$14.8K +6,614 +1,287%
TRCT
197
Tower Research Capital (TRC)
New York
$21K -$140K -62,377 -91%
LC
198
Lindbrook Capital
California
$19.6K -$883 -394 -6%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$18.9K +$1.12K +499 +10%
US Bancorp
200
US Bancorp
Minnesota
$15.5K +$1.58K +706 +18%

GERN Hedge Fund Activity: Q1 2024 in Review

231 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q1 2024, worth a combined $1.43B — up 68% from $852M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GERN positions and 22 closed out — a net gain of 32 holders — while 66 added to existing stakes and 64 trimmed.

The largest buyer was OrbiMed, adding an estimated $27.8M. The largest seller was Morgan Stanley, cutting an estimated $39.8M.

  • 231 institutional investors held Geron (GERN) as of Q1 2024, up from 202 in Q4 2023.
  • Funds reported $1.43B of Geron stock for Q1 2024, up 68% quarter-over-quarter.
  • 54 funds opened new Geron positions in Q1 2024 and 22 closed out, a net change of +32 holders.
  • The largest Geron buyer in Q1 2024 was OrbiMed, an estimated $27.8M added.
  • The largest Geron seller in Q1 2024 was Morgan Stanley, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2024.