We are live on ! Find out more

112 hedge funds and large institutions have $136M invested in Geron in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

0.42% more ownership

Funds ownership: 38.8%39.22% (+0.42%)

3% less funds holding

Funds holding: 115112 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

20% less capital invested

Capital invested by funds: $171M → $136M (-$35M)

43% less call options, than puts

Call options by funds: $359K | Put options by funds: $628K

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
29
Closed
12
Calls
$359K
Puts
$628K
Net Calls
-$269K
Net Calls Change
+$719K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$51.7M
BlackRock
2
BlackRock
New York
$26.6M +$679K +287,743 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$112K +47,425 +0.6%
State Street
4
State Street
Massachusetts
$11.1M -$96.3K -40,839 -0.8%
Northern Trust
5
Northern Trust
Illinois
$4.06M -$13.3K -5,641 -0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.88M +$47.4K +20,085 +2%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$1.9M
QI
8
QS Investors
New York
$1.74M -$45K -19,074 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.71M +$49.1K +20,816 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.42M +$298K +126,500 +24%
Citadel Advisors
11
Citadel Advisors
Florida
$1.21M +$1.26M +535,472 +2,900%
Deutsche Bank
12
Deutsche Bank
Germany
$891K -$671K -284,432 -41%
TCIM
13
TIAA CREF Investment Management
New York
$858K -$45.8K -19,418 -5%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$794K +$761K +322,810 +784%
Charles Schwab
15
Charles Schwab
California
$640K
NSEDCP
16
NJ State Employees Deferred Compensation Plan
New Jersey
$611K -$47.2K -20,000 -7%
TA
17
Teachers Advisors
New York
$599K
Group One Trading
18
Group One Trading
Illinois
$569K -$103K -43,784 -14%
Morgan Stanley
19
Morgan Stanley
New York
$553K +$79.2K +33,567 +15%
Swiss National Bank
20
Swiss National Bank
Switzerland
$548K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$524K -$54.8K -23,227 -9%
CS
22
Credit Suisse
Switzerland
$438K +$127K +53,969 +37%
AllianceBernstein
23
AllianceBernstein
Tennessee
$427K
Creative Planning
24
Creative Planning
Kansas
$396K +$185K +78,500 +76%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$373K +$5.4K +2,290 +1%

GERN Hedge Fund Activity: Q3 2017 in Review

112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2017, worth a combined $136M — down 20% from $171M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GERN and 10 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $1.26M. The largest seller was Susquehanna International Group, cutting an estimated $762K.

  • 112 institutional investors held Geron (GERN) as of Q3 2017, down from 115 in Q2 2017.
  • Funds reported $136M of Geron stock for Q3 2017, down 20% quarter-over-quarter.
  • 10 funds opened new Geron positions in Q3 2017 and 12 closed out, a net change of -2 holders.
  • The largest Geron buyer in Q3 2017 was Citadel Advisors, an estimated $1.26M added.
  • The largest Geron seller in Q3 2017 was Susquehanna International Group, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2017.