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202 hedge funds and large institutions have $787M invested in Geron in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 34

130% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $1.96M

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

3.25% more ownership

Funds ownership: 67.68%70.93% (+3.2%)

0% more funds holding

Funds holding: 201202 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

29% less capital invested

Capital invested by funds: $1.1B → $787M (-$318M)

Holders
202
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
84
Reduced
34
Closed
24
Calls
$4.5M
Puts
$1.96M
Net Calls
+$2.54M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
RA Capital Management
Massachusetts
$97.9M +$39.8M +14,657,619 +46%
BlackRock
2
BlackRock
New York
$78.8M +$3.21M +1,181,842 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.5M -$89.5K -32,987 -0.1%
DTC
4
Deep Track Capital
Connecticut
$54.5M +$4.15M +1,529,034 +6%
State Street
5
State Street
Massachusetts
$53.8M +$11.1M +4,093,323 +19%
TCM
6
TCG Crossover Management
California
$49.6M -$581K -213,940 -0.9%
NMC
7
NEA Management Company
Maryland
$48.3M +$3.88M +1,428,571 +7%
VC
8
Vivo Capital
California
$35M
Millennium Management
9
Millennium Management
New York
$34.1M +$10.5M +3,864,817 +32%
MB
10
MPM BioImpact
Massachusetts
$22.7M +$4.13M +1,521,191 +17%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$22.1M +$930K +342,493 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$21.2M +$1.89M +697,504 +7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$16M -$931K -342,967 -4%
Marshall Wace
14
Marshall Wace
United Kingdom
$12.4M -$10.7M -3,949,774 -40%
AG
15
Artal Group
Luxembourg
$11.8M
Northern Trust
16
Northern Trust
Illinois
$11.4M +$361K +133,049 +3%
SBH
17
Segall Bryant & Hamill
Illinois
$10.6M +$4.2M +1,545,711 +45%
Invesco
18
Invesco
Georgia
$9.66M +$2.13M +784,822 +21%
SI
19
Sofinnova Investments
California
$7.85M -$4.69M -1,726,609 -32%
Charles Schwab
20
Charles Schwab
California
$7.7M +$6.24M +2,300,220 +172%
AC
21
Armistice Capital
New York
$7.68M -$2.38M -876,000 -19%
Goldman Sachs
22
Goldman Sachs
New York
$7.46M +$278K +102,583 +3%
BBA
23
Baker Bros. Advisors
New York
$6.49M
BC
24
Boxer Capital
California
$6.36M
LGM
25
Logos Global Management
California
$5.83M +$1.49M +550,000 +25%

GERN Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q3 2023, worth a combined $787M — down 29% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GERN positions and 24 closed out — a net gain of 3 holders — while 84 added to existing stakes and 34 trimmed.

The largest buyer was RA Capital Management, adding an estimated $39.8M. The largest seller was Marshall Wace, cutting an estimated $10.7M.

  • 202 institutional investors held Geron (GERN) as of Q3 2023, up from 201 in Q2 2023.
  • Funds reported $787M of Geron stock for Q3 2023, down 29% quarter-over-quarter.
  • 27 funds opened new Geron positions in Q3 2023 and 24 closed out, a net change of +3 holders.
  • The largest Geron buyer in Q3 2023 was RA Capital Management, an estimated $39.8M added.
  • The largest Geron seller in Q3 2023 was Marshall Wace, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.