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Serina Therapeutics

36 hedge funds and large institutions have $3.8M invested in Serina Therapeutics in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 0.39%0.37% (-0.02%)

22% less capital invested

Capital invested by funds: $4.88M → $3.8M (-$1.08M)

25% less funds holding

Funds holding: 4836 (-12)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
36
Holders Change
-12
Holders Change %
-25%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
7
Reduced
14
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$2.43M
Vanguard Group
2
Vanguard Group
Pennsylvania
$515K -$10.4K -291 -2%
BCM
3
Bridgeway Capital Management
Texas
$166K +$50.7K +1,421 +32%
PGP
4
Prescott General Partners
Florida
$150K
BlackRock
5
BlackRock
New York
$123K -$1.11K -31 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$79K
WS
7
Wedbush Securities
California
$55K +$68.9K +1,931 New
SWIG
8
Strategic Wealth Investment Group
Kentucky
$46K +$10.3K +289 +22%
Bank of America
9
Bank of America
North Carolina
$45K -$98.1K -2,750 -63%
Barclays
10
Barclays
United Kingdom
$33K -$6.17K -173 -13%
DC
11
Defender Capital
North Carolina
$29K -$7.6K -213 -17%
Northern Trust
12
Northern Trust
Illinois
$25K -$321 -9 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$20K +$13.5K +377 +118%
UBS Group
14
UBS Group
Switzerland
$17K +$14K +391 +185%
BWCS
15
Beirne Wealth Consulting Services
Connecticut
$15K -$6.07K -170 -25%
SPC
16
Sigma Planning Corp
Michigan
$14K +$2.03K +57 +14%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$10K -$7.96K -223 -38%
Charles Schwab
18
Charles Schwab
California
$9K
ISB
19
Iowa State Bank
Iowa
$9K
Morgan Stanley
20
Morgan Stanley
New York
$6K -$4.92K -138 -41%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.65K -$2.93K -82 -39%
Osaic Holdings
22
Osaic Holdings
Arizona
$2K +$107 +3 +3%
TRCT
23
Tower Research Capital (TRC)
New York
$1K -$6.21K -174 -80%
RE
24
RBC Europe
United Kingdom
$462
FCH
25
Freestone Capital Holdings
Washington
$405 +$500 +14 New

SER Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q3 2020, worth a combined $3.8M — down 22% from $4.88M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SER and 2 opened new positions — a net loss of 12 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $68.9K. The largest seller was Bank of America, cutting an estimated $98.1K.

  • 36 institutional investors held Serina Therapeutics (SER) as of Q3 2020, down from 48 in Q2 2020.
  • Funds reported $3.8M of Serina Therapeutics stock for Q3 2020, down 22% quarter-over-quarter.
  • 2 funds opened new Serina Therapeutics positions in Q3 2020 and 14 closed out, a net change of -12 holders.
  • The largest Serina Therapeutics buyer in Q3 2020 was Wedbush Securities, an estimated $68.9K added.
  • The largest Serina Therapeutics seller in Q3 2020 was Bank of America, an estimated $98.1K sold.

Based on aggregated 13F filings for Q3 2020.