Serina Therapeutics
SER
34 hedge funds and large institutions have $1.91M invested in Serina Therapeutics in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
13% more funds holding
Funds holding: 30 → 34 (+4)
0.01% more ownership
Funds ownership: 0.36% → 0.37% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
42% less capital invested
Capital invested by funds: $3.29M → $1.91M (-$1.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$55K |
| 2 |
VF
Virtu Financial
New York
|
+$15K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11.2K |
| 4 |
Jane Street
New York
|
+$6.04K |
| 5 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
+$2.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$7.58K |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$4.88K |
| 3 |
BlackRock
New York
|
-$4.01K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.29K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$110 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $193 | +$258 | +14 | New |
|
27
Wells Fargo
San Francisco,
California
| $179 | -$18 | -1 | -7% |
|
|
AFG
28
Albion Financial Group
Salt Lake City,
Utah
| $118 | – | – | – |
|
|
PP
29
Pacifica Partners
Surrey,
Canada
| $99 | – | – | – |
|
|
LC
30
Lindbrook Capital
Calabasas,
California
| $66 | – | – | – |
|
|
SIS
31
Strategic Investment Solutions
Orland Park,
Illinois
| $58 | -$4.88K | -265 | -99% |
|
32
BNP Paribas Financial Markets
Paris,
France
| $28 | – | – | – |
|
|
AWM
33
Avior Wealth Management
Omaha,
Nebraska
| $11 | – | – | – |
|
34
Bank of America
Charlotte,
North Carolina
| $10 | +$18 | +1 | New |
|
|
PCMC
35
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $4 | – | – | – |
|
SER Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q4 2023, worth a combined $1.91M — down 42% from $3.29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SER positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $55K. The largest seller was Summit X LLC, cutting an estimated $7.58K.
- 34 institutional investors held Serina Therapeutics (SER) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $1.91M of Serina Therapeutics stock for Q4 2023, down 42% quarter-over-quarter.
- 5 funds opened new Serina Therapeutics positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest Serina Therapeutics buyer in Q4 2023 was Sigma Planning Corp, an estimated $55K added.
- The largest Serina Therapeutics seller in Q4 2023 was Summit X LLC, an estimated $7.58K sold.
Based on aggregated 13F filings for Q4 2023.