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121 hedge funds and large institutions have $214M invested in Geron in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $142M → $214M (+$71.8M)

8% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.57M

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

2% less funds holding

Funds holding: 123121 (-2)

Holders
121
Holders Change
-2
Holders Change %
-1.63%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
32
Reduced
35
Closed
25
Calls
$2.77M
Puts
$2.57M
Net Calls
+$201K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.5M -$3.04K -1,100 -0%
State Street
2
State Street
Massachusetts
$26.1M -$3.41M -1,230,587 -13%
BFA
3
BlackRock Fund Advisors
California
$20.1M +$1.41M +508,754 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.4M +$581K +209,946 +4%
BIT
5
BlackRock Institutional Trust
California
$14.3M -$1.92M -692,566 -14%
OM
6
Opaleye Management
Massachusetts
$5.93M +$2.78M +1,005,000 +123%
Northern Trust
7
Northern Trust
Illinois
$5.17M -$290K -104,721 -6%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$3.67M -$2.96M -1,069,258 -49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.88M +$44K +15,889 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.78M -$121K -43,788 -5%
PAM
11
Panagora Asset Management
Massachusetts
$2.37M +$570K +205,971 +39%
CS
12
Candriam SCA
Luxembourg
$2.18M +$1.85M +670,000 New
TCIM
13
TIAA CREF Investment Management
New York
$2.11M -$86.8K -31,350 -5%
ARTA
14
A.R.T. Advisors
New York
$1.69M +$159K +57,407 +12%
BIM
15
BlackRock Investment Management
Delaware
$1.68M -$29.3K -10,581 -2%
Goldman Sachs
16
Goldman Sachs
New York
$1.49M +$177K +64,008 +16%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.4M +$1.19M +429,880 New
Two Sigma Investments
18
Two Sigma Investments
New York
$1.38M +$1.17M +423,316 New
BBA
19
Baker Bros. Advisors
New York
$1.31M
Morgan Stanley
20
Morgan Stanley
New York
$1.22M +$460K +166,364 +80%
Millennium Management
21
Millennium Management
New York
$1.12M +$419K +151,490 +79%
BCM
22
Bridgeway Capital Management
Texas
$1.04M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.04M -$79.8K -28,833 -8%
HCM
24
Highbridge Capital Management
New York
$1.03M +$512K +185,070 +141%
Group One Trading
25
Group One Trading
Illinois
$998K -$94.9K -34,303 -10%

GERN Hedge Fund Activity: Q4 2014 in Review

121 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2014, worth a combined $214M — up 51% from $142M a quarter earlier.

Fund positioning in GERN was balanced in Q4 2014: 25 funds opened new positions, 25 closed out, 32 added to existing stakes and 35 trimmed.

The largest buyer was Opaleye Management, adding an estimated $2.78M. The largest seller was Camber Capital Management, exiting entirely with an estimated $6.88M sold.

  • 121 institutional investors held Geron (GERN) as of Q4 2014, down from 123 in Q3 2014.
  • Funds reported $214M of Geron stock for Q4 2014, up 51% quarter-over-quarter.
  • 25 funds opened new Geron positions in Q4 2014 and 25 closed out, a net change of 0 holders.
  • The largest Geron buyer in Q4 2014 was Opaleye Management, an estimated $2.78M added.
  • The largest Geron seller in Q4 2014 was Camber Capital Management, an estimated $6.88M sold.

Based on aggregated 13F filings for Q4 2014.