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Serina Therapeutics

48 hedge funds and large institutions have $4.88M invested in Serina Therapeutics in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 0.48%0.39% (-0.09%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 4948 (-1)

17% less capital invested

Capital invested by funds: $5.9M → $4.88M (-$1.02M)

75% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 16

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
4
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$2.84M
Vanguard Group
2
Vanguard Group
Pennsylvania
$611K -$69.6K -2,364 -11%
Millennium Management
3
Millennium Management
New York
$227K +$201K +6,823 New
PGP
4
Prescott General Partners
Florida
$175K
BCM
5
Bridgeway Capital Management
Texas
$147K +$130K +4,401 New
BlackRock
6
BlackRock
New York
$144K -$830K -28,195 -87%
Bank of America
7
Bank of America
North Carolina
$144K +$126K +4,294 +8,258%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$93K -$89.2K -3,028 -52%
OMC
9
Old Mission Capital
Illinois
$49K +$43.7K +1,484 New
PP
10
Paloma Partners
Connecticut
$48K +$42.7K +1,450 New
Barclays
11
Barclays
United Kingdom
$45K -$795 -27 -2%
SWIG
12
Strategic Wealth Investment Group
Kentucky
$45K +$39.5K +1,341 New
DC
13
Defender Capital
North Carolina
$41K -$6.62K -225 -16%
Northern Trust
14
Northern Trust
Illinois
$29K -$151K -5,124 -85%
CS
15
Credit Suisse
Switzerland
$26K +$23K +781 New
CC
16
Centiva Capital
New York
$26K +$23.2K +788 New
BWCS
17
Beirne Wealth Consulting Services
Connecticut
$23K +$10K +341 +100%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$20K +$17.3K +586 New
SXL
19
Summit X LLC
Missouri
$17K +$14.7K +498 New
WANY
20
Wealthspire Advisors (New York)
New York
$16K +$13.9K +472 New
SPC
21
Sigma Planning Corp
Michigan
$14K -$824 -28 -6%
VF
22
Virtu Financial
New York
$14K +$12.8K +434 New
Morgan Stanley
23
Morgan Stanley
New York
$12K +$5.33K +181 +117%
SG Americas Securities
24
SG Americas Securities
New York
$12K +$10.7K +363 New
Charles Schwab
25
Charles Schwab
California
$11K -$37K -1,257 -81%

SER Hedge Fund Activity: Q2 2020 in Review

48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q2 2020, worth a combined $4.88M — down 17% from $5.9M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SER and 14 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 4 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $201K. The largest seller was BlackRock, cutting an estimated $830K.

  • 48 institutional investors held Serina Therapeutics (SER) as of Q2 2020, down from 49 in Q1 2020.
  • Funds reported $4.88M of Serina Therapeutics stock for Q2 2020, down 17% quarter-over-quarter.
  • 14 funds opened new Serina Therapeutics positions in Q2 2020 and 15 closed out, a net change of -1 holder.
  • The largest Serina Therapeutics buyer in Q2 2020 was Millennium Management, an estimated $201K added.
  • The largest Serina Therapeutics seller in Q2 2020 was BlackRock, an estimated $830K sold.

Based on aggregated 13F filings for Q2 2020.