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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
RCM
1
RA Capital Management
Massachusetts
$152M
BlackRock
2
BlackRock
New York
$137M -$1.7M -758,101 -2%
State Street
3
State Street
Massachusetts
$104M +$13.4M +5,978,786 +23%
DTC
4
Deep Track Capital
Connecticut
$101M +$2.07M +922,480 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$98.6M +$2.92M +1,304,713 +5%
VC
6
Vivo Capital
California
$89.8M +$6.9M +3,081,611 +13%
TCM
7
TCG Crossover Management
California
$57.4M -$13.4M -5,984,200 -26%
O
8
OrbiMed
New York
$42.5M +$27.8M +12,408,611 +2,558%
NMC
9
NEA Management Company
Maryland
$42.2M -$22.4M -10,000,000 -44%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$42.1M +$12.8M +5,727,946 +81%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.7M +$1.08M +482,336 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$36.1M +$3.27M +1,457,613 +15%
MB
13
MPM BioImpact
Massachusetts
$34.6M -$538K -239,945 -2%
LGM
14
Logos Global Management
California
$29.7M +$20.2M +9,000,000 New
FCM
15
Farallon Capital Management
California
$24.7M +$16.8M +7,495,000 New
Millennium Management
16
Millennium Management
New York
$24.1M -$16.6M -7,428,690 -50%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$23.8M +$16.1M +7,200,000 New
FFM
18
Fairmount Funds Management
Pennsylvania
$22M +$14.9M +6,666,667 New
BC
19
Boxer Capital
California
$19.8M +$6.72M +3,000,000 +100%
Invesco
20
Invesco
Georgia
$18M +$2.48M +1,108,801 +25%
Northern Trust
21
Northern Trust
Illinois
$16.6M -$200K -89,168 -2%
SBH
22
Segall Bryant & Hamill
Illinois
$14.7M +$65.1K +29,076 +0.7%
Goldman Sachs
23
Goldman Sachs
New York
$14.5M +$2.71M +1,210,279 +38%
Charles Schwab
24
Charles Schwab
California
$12.8M +$106K +47,256 +1%
Morgan Stanley
25
Morgan Stanley
New York
$11.1M -$39.8M -17,774,394 -84%

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.