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Serina Therapeutics

36 hedge funds and large institutions have $8.21M invested in Serina Therapeutics in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $7.27M → $8.21M (+$934K)

0.02% more ownership

Funds ownership: 0.36%0.38% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3736 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$4.86M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12M +$89.8K +1,284 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$535K +$447K +6,392 +213%
BCM
4
Bridgeway Capital Management
Texas
$494K +$199K +2,844 +49%
PGP
5
Prescott General Partners
Florida
$300K
BlackRock
6
BlackRock
New York
$245K +$910 +13 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$159K
SWIG
8
Strategic Wealth Investment Group
Kentucky
$96K +$7.28K +104 +7%
Barclays
9
Barclays
United Kingdom
$67K
DC
10
Defender Capital
North Carolina
$57K -$3.01K -43 -4%
Northern Trust
11
Northern Trust
Illinois
$51K +$1.47K +21 +2%
Creative Planning
12
Creative Planning
Kansas
$50K +$61K +872 New
SPC
13
Sigma Planning Corp
Michigan
$38K +$6.58K +94 +16%
SXL
14
Summit X LLC
Missouri
$33K +$9.94K +142 +32%
Millennium Management
15
Millennium Management
New York
$30K -$171K -2,450 -82%
BWCS
16
Beirne Wealth Consulting Services
Connecticut
$29K
ISB
17
Iowa State Bank
Iowa
$18K
Morgan Stanley
18
Morgan Stanley
New York
$5K -$980 -14 -13%
Osaic Holdings
19
Osaic Holdings
Arizona
$5K
UBS Group
20
UBS Group
Switzerland
$4K -$9.52K -136 -70%
AWM
21
Avior Wealth Management
Nebraska
$4K +$5.95K +85 New
TRCT
22
Tower Research Capital (TRC)
New York
$2K -$33.5K -479 -92%
Bank of America
23
Bank of America
North Carolina
$2K -$140 -2 -5%
RAM
24
Riggs Asset Management
Pennsylvania
$2K
PSB
25
Piscataqua Savings Bank
New Hampshire
$2K +$1.96K +28 New

SER Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q1 2021, worth a combined $8.21M — up 13% from $7.27M a quarter earlier.

Fund positioning in SER was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $447K. The largest seller was Millennium Management, cutting an estimated $171K.

  • 36 institutional investors held Serina Therapeutics (SER) as of Q1 2021, down from 37 in Q4 2020.
  • Funds reported $8.21M of Serina Therapeutics stock for Q1 2021, up 13% quarter-over-quarter.
  • 5 funds opened new Serina Therapeutics positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest Serina Therapeutics buyer in Q1 2021 was Renaissance Technologies, an estimated $447K added.
  • The largest Serina Therapeutics seller in Q1 2021 was Millennium Management, an estimated $171K sold.

Based on aggregated 13F filings for Q1 2021.