We are live on ! Find out more
SER icon

Serina Therapeutics
SER

51 hedge funds and large institutions have $11.9M invested in Serina Therapeutics in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 0.5% → 0.49% (-0.01%)

9% less funds holding

Funds holding: 56 → 51 (-5)

9% less capital invested

Capital invested by funds: $13.1M → $11.9M (-$1.22M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
15
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$32.2K
2
Morgan Stanley
Morgan Stanley
New York
+$29.2K
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$27.7K
4
UBS Group
UBS Group
Switzerland
+$19K
5
State Street
State Street
Massachusetts
+$17.3K

Top Sellers

Rank Fund Capital Flow
1
DC
Defender Capital
North Carolina
-$103K
2
PAM
Panagora Asset Management
Massachusetts
-$96.8K
3
PCM
Price Capital Management
Louisiana
-$47K
4
Wells Fargo
Wells Fargo
California
-$39.6K
5
Squarepoint
Squarepoint
New York
-$38K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$5.46M – – –
BlackRock
2
BlackRock
New York
$2.13M +$7.78K +144 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33M -$4.38K -81 -0.4%
State Street
4
State Street
Massachusetts
$478K +$17.3K +320 +4%
Northern Trust
5
Northern Trust
Illinois
$402K -$18K -333 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$363K +$216 +4 +0.1%
PGP
7
Prescott General Partners
Florida
$337K – – –
DC
8
Defender Capital
North Carolina
$251K -$103K -1,903 -33%
PAM
9
Panagora Asset Management
Massachusetts
$146K -$96.8K -1,792 -44%
N
10
Nuveen
North Carolina
$115K – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$111K +$5.08K +94 +6%
Charles Schwab
12
Charles Schwab
California
$100K – – –
SPC
13
Sigma Planning Corp
Michigan
$71K -$2.75K -51 -4%
California State Teachers Retirement System (CalSTRS)
14
California State Teachers Retirement System (CalSTRS)
California
$60K – – –
UBS Group
15
UBS Group
Switzerland
$59K +$19K +351 +62%
Morgan Stanley
16
Morgan Stanley
New York
$59K +$29.2K +540 +140%
JP Morgan Chase
17
JP Morgan Chase
New York
$51K +$32.2K +597 +302%
BCM
18
Bridgeway Capital Management
Texas
$44K – – –
OAM
19
Oxford Asset Management
United Kingdom
$41K -$1.19K -22 -3%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$39K -$486 -9 -1%
Barclays
21
Barclays
United Kingdom
$39K +$16.4K +304 +101%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$33K +$27.7K +513 New
AIG
23
American International Group
New York
$24K -$162 -3 -0.8%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$22K – – –
ISB
25
Iowa State Bank
Iowa
$20K – – –
1
2 3

SER Hedge Fund Activity: Q4 2019 in Review

51 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q4 2019, worth a combined $11.9M — down 9.3% from $13.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SER and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, adding an estimated $32.2K. The largest seller was Defender Capital, cutting an estimated $103K.

  • 51 institutional investors held Serina Therapeutics (SER) as of Q4 2019, down from 56 in Q3 2019.
  • Funds reported $11.9M of Serina Therapeutics stock for Q4 2019, down 9.3% quarter-over-quarter.
  • 6 funds opened new Serina Therapeutics positions in Q4 2019 and 11 closed out, a net change of -5 holders.
  • The largest Serina Therapeutics buyer in Q4 2019 was JP Morgan Chase, an estimated $32.2K added.
  • The largest Serina Therapeutics seller in Q4 2019 was Defender Capital, an estimated $103K sold.

Based on aggregated 13F filings for Q4 2019.