Serina Therapeutics
SER
13 hedge funds and large institutions have $1.48M invested in Serina Therapeutics in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 20 closing their positions.
4.02% more ownership
Funds ownership: 0.37% → 4.4% (+4%)
23% less capital invested
Capital invested by funds: $1.91M → $1.48M (-$433K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
62% less funds holding
Funds holding: 34 → 13 (-21)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
95% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$9.18K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$629 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$110K |
| 2 |
PGP
Prescott General Partners
Boca Raton,
Florida
|
-$71.3K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$55.7K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$54.3K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$27.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
LPL Financial
San Diego,
California
| – | -$4.73K | -350 | Closed |
|
27
Jane Street
New York
| – | -$4.44K | -328 | Closed |
|
|
PSB
28
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| – | -$380 | -28 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$193 | -14 | Closed |
|
|
PP
30
Pacifica Partners
Surrey,
Canada
| – | -$99 | -8 | Closed |
|
|
LC
31
Lindbrook Capital
Calabasas,
California
| – | -$66 | -5 | Closed |
|
|
AWM
32
Avior Wealth Management
Omaha,
Nebraska
| – | -$11 | -1 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$10 | -1 | Closed |
|
|
PCMC
34
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$4 | – | – |
|
SER Hedge Fund Activity: Q1 2024 in Review
13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q1 2024, worth a combined $1.48M — down 23% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SER and 1 opened new positions — a net loss of 19 holders — while 8 trimmed existing stakes and 2 added.
The largest buyer was Citigroup, opening a new position worth an estimated $9.18K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $110K sold.
- 13 institutional investors held Serina Therapeutics (SER) as of Q1 2024, down from 34 in Q4 2023.
- Funds reported $1.48M of Serina Therapeutics stock for Q1 2024, down 23% quarter-over-quarter.
- 1 fund opened new Serina Therapeutics positions in Q1 2024 and 20 closed out, a net change of -19 holders.
- The largest Serina Therapeutics buyer in Q1 2024 was Citigroup, an estimated $9.18K added.
- The largest Serina Therapeutics seller in Q1 2024 was Sigma Planning Corp, an estimated $110K sold.
Based on aggregated 13F filings for Q1 2024.