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Serina Therapeutics

49 hedge funds and large institutions have $5.9M invested in Serina Therapeutics in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 0.49%0.48% (-0.01%)

4% less funds holding

Funds holding: 5149 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less capital invested

Capital invested by funds: $11.9M → $5.9M (-$5.97M)

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
10
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$2.79M
BlackRock
2
BlackRock
New York
$1.06M -$34.6K -736 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$678K -$2.02K -43 -0.2%
State Street
4
State Street
Massachusetts
$273K +$41.6K +884 +12%
Northern Trust
5
Northern Trust
Illinois
$197K -$12.7K -270 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$190K +$7.29K +155 +3%
PGP
7
Prescott General Partners
Florida
$172K
N
8
Nuveen
North Carolina
$57K -$3.01K -64 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$57K
Charles Schwab
10
Charles Schwab
California
$52K
DC
11
Defender Capital
North Carolina
$47K -$117K -2,479 -63%
Barclays
12
Barclays
United Kingdom
$44K +$35.9K +764 +126%
Wells Fargo
13
Wells Fargo
California
$41K +$51.4K +1,092 +631%
JP Morgan Chase
14
JP Morgan Chase
New York
$32K +$9.22K +196 +25%
California State Teachers Retirement System (CalSTRS)
15
California State Teachers Retirement System (CalSTRS)
California
$31K +$517 +11 +1%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$20K
VOYA Investment Management
17
VOYA Investment Management
Georgia
$17K
SPC
18
Sigma Planning Corp
Michigan
$15K -$30.9K -657 -60%
Citadel Advisors
19
Citadel Advisors
Florida
$14K +$20.5K +436 New
UBS Group
20
UBS Group
Switzerland
$13K -$23.8K -505 -55%
Goldman Sachs
21
Goldman Sachs
New York
$13K +$18.5K +393 New
AIG
22
American International Group
New York
$12K -$611 -13 -3%
BWCS
23
Beirne Wealth Consulting Services
Connecticut
$11K
ISB
24
Iowa State Bank
Iowa
$10K
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$7.75K +$7.29K +155 +189%

SER Hedge Fund Activity: Q1 2020 in Review

49 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q1 2020, worth a combined $5.9M — down 50% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SER and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $51.4K. The largest seller was Panagora Asset Management, exiting entirely with an estimated $146K sold.

  • 49 institutional investors held Serina Therapeutics (SER) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $5.9M of Serina Therapeutics stock for Q1 2020, down 50% quarter-over-quarter.
  • 6 funds opened new Serina Therapeutics positions in Q1 2020 and 7 closed out, a net change of -1 holder.
  • The largest Serina Therapeutics buyer in Q1 2020 was Wells Fargo, an estimated $51.4K added.
  • The largest Serina Therapeutics seller in Q1 2020 was Panagora Asset Management, an estimated $146K sold.

Based on aggregated 13F filings for Q1 2020.