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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
S
201
SignatureFD
Georgia
$15.2K -$6.5K -2,903 -39%
HWM
202
HighMark Wealth Management
Minnesota
$15.2K +$5.83K +2,600 +130%
Walleye Trading
203
Walleye Trading
New York
$8.52K -$145K -64,598 -96%
CT
204
Cambridge Trust
Massachusetts
$8.25K
AW
205
Avion Wealth
Texas
$7K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$6.6K -$594 -265 -12%
SPIA
207
Steward Partners Investment Advisory
New York
$6.6K +$4.48K +2,000 New
ITIM
208
Indiana Trust & Investment Management
Indiana
$5.73K
Daiwa Securities Group
209
Daiwa Securities Group
Japan
$5K
GWM
210
Geneos Wealth Management
Colorado
$4.95K
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$4.75K
ACM
212
ADAR1 Capital Management
Texas
$4.27K -$35.8K -16,000 -93%
SIS
213
Sound Income Strategies
Florida
$3.08K
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$1.9K
WL
215
WIT LLC
District of Columbia
$1.52K +$1.03K +462 New
NFSG
216
Newbridge Financial Services Group
Florida
$1.32K
HPC
217
HM Payson & Co
Maine
$1.12K
AssetMark Inc
218
AssetMark Inc
California
$1.11K
CG
219
Cutler Group
California
$1K -$448 -200 -25%
CA
220
Centerpoint Advisors
Massachusetts
$1K
CS
221
Clear Street
New York
$495 +$336 +150 New
PS
222
Principal Securities
Iowa
$495 +$336 +150 New
PA
223
Parallel Advisors
California
$482
PMFA
224
Plante Moran Financial Advisors
Michigan
$363
HI
225
Harbour Investments
Wisconsin
$330

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.