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201 hedge funds and large institutions have $1.1B invested in Geron in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $3.16M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $706M → $1.1B (+$399M)

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

5% more funds holding

Funds holding: 191201 (+10)

3.69% more ownership

Funds ownership: 63.99%67.68% (+3.7%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
37
Increased
67
Reduced
46
Closed
26
Calls
$7.27M
Puts
$3.16M
Net Calls
+$4.11M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M +$12.7M +4,479,227 +14%
RCM
2
RA Capital Management
Massachusetts
$101M
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.7M +$11.8M +4,141,265 +18%
DTC
4
Deep Track Capital
Connecticut
$77.6M -$7.67M -2,696,513 -10%
TCM
5
TCG Crossover Management
California
$75.7M +$16.6M +5,824,566 +33%
NMC
6
NEA Management Company
Maryland
$68.5M
State Street
7
State Street
Massachusetts
$68.3M -$12.2M -4,279,539 -17%
VC
8
Vivo Capital
California
$53M -$7.85M -2,758,200 -14%
Millennium Management
9
Millennium Management
New York
$39.2M +$19.6M +6,882,395 +129%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$32.3M -$2.59M -910,933 -8%
Marshall Wace
11
Marshall Wace
United Kingdom
$31.5M +$27.9M +9,810,419 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.9M +$3.51M +1,233,548 +15%
MB
13
MPM BioImpact
Massachusetts
$29.5M +$2.25M +789,725 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$25.4M -$679K -238,592 -3%
AG
15
Artal Group
Luxembourg
$17.9M
SI
16
Sofinnova Investments
California
$17.4M -$8.1M -2,845,737 -34%
Northern Trust
17
Northern Trust
Illinois
$16.8M +$2.8M +983,740 +23%
AC
18
Armistice Capital
New York
$14.4M +$12.8M +4,500,000 New
Invesco
19
Invesco
Georgia
$12.1M -$686K -241,162 -6%
SBH
20
Segall Bryant & Hamill
Illinois
$11.1M +$9.8M +3,444,788 New
Goldman Sachs
21
Goldman Sachs
New York
$11M +$2.9M +1,019,826 +43%
BBA
22
Baker Bros. Advisors
New York
$9.83M
BC
23
Boxer Capital
California
$9.63M +$8.54M +3,000,000 New
Citadel Advisors
24
Citadel Advisors
Florida
$8.52M -$12M -4,235,032 -61%
OM
25
Opaleye Management
Massachusetts
$7.54M +$6.69M +2,350,000 New

GERN Hedge Fund Activity: Q2 2023 in Review

201 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q2 2023, worth a combined $1.1B — up 56% from $706M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GERN positions and 26 closed out — a net gain of 11 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $27.9M. The largest seller was Fairmount Funds Management, exiting entirely with an estimated $15.4M sold.

  • 201 institutional investors held Geron (GERN) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.1B of Geron stock for Q2 2023, up 56% quarter-over-quarter.
  • 37 funds opened new Geron positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest Geron buyer in Q2 2023 was Marshall Wace, an estimated $27.9M added.
  • The largest Geron seller in Q2 2023 was Fairmount Funds Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2023.