We are live on ! Find out more

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
AG
201
Artal Group
Luxembourg
-$11.8M -5,565,889 Closed
BBA
202
Baker Bros. Advisors
New York
-$6.49M -3,061,224 Closed
LGM
203
Logos Global Management
California
-$5.83M -2,750,000 Closed
OM
204
Opaleye Management
Massachusetts
-$4.06M -1,915,000 Closed
JF
205
Jump Financial
Illinois
-$1.76M -831,308 Closed
First Trust Advisors
206
First Trust Advisors
Illinois
-$1.38M -653,202 Closed
TLP
207
Tri Locum Partners
New York
-$808K -381,081 Closed
AR
208
Advisory Research
Illinois
-$502K -236,682 Closed
OQS
209
Occudo Quantitative Strategies
Florida
-$490K -231,060 Closed
Verition Fund Management
210
Verition Fund Management
Connecticut
-$297K -140,149 Closed
ECM
211
ExodusPoint Capital Management
New York
-$272K -128,434 Closed
CSS
212
Cubist Systematic Strategies
Connecticut
-$220K -103,623 Closed
PMEF
213
Point72 Middle East FZE
United Arab Emirates
-$145K -68,483 Closed
GCM
214
Ghisallo Capital Management
Massachusetts
-$106K -50,000 Closed
LCM
215
Laurion Capital Management
New York
-$93.3K -44,027 Closed
EWM
216
Elmwood Wealth Management
California
-$51.3K -24,200 Closed
Simplex Trading
217
Simplex Trading
Illinois
-$39.3K -20,186 Closed
Franklin Resources
218
Franklin Resources
California
-$30.3K -14,300 Closed
KBC Group
219
KBC Group
Belgium
-$18K -8,443 Closed
FPB
220
First PREMIER Bank
South Dakota
-$2K -1,000 Closed
CAS
221
Coppell Advisory Solutions
Texas
-$484 -200 Closed
C
222
Covestor
United Kingdom
-$10 -5 -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.