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Serina Therapeutics

33 hedge funds and large institutions have $7.48M invested in Serina Therapeutics in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 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: 0.38%0.36% (-0.02%)

8% less funds holding

Funds holding: 3633 (-3)

9% less capital invested

Capital invested by funds: $8.21M → $7.48M (-$732K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
5
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
$4.65M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07M
BCM
3
Bridgeway Capital Management
Texas
$379K -$85.6K -1,706 -20%
BlackRock
4
BlackRock
New York
$303K +$62.5K +1,246 +29%
PGP
5
Prescott General Partners
Florida
$287K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$152K
Renaissance Technologies
7
Renaissance Technologies
New York
$116K -$364K -7,263 -77%
SWIG
8
Strategic Wealth Investment Group
Kentucky
$101K +$8.58K +171 +10%
SPC
9
Sigma Planning Corp
Michigan
$80K +$40.2K +802 +120%
Barclays
10
Barclays
United Kingdom
$64K
DC
11
Defender Capital
North Carolina
$54K
Northern Trust
12
Northern Trust
Illinois
$49K -$100 -2 -0.2%
Creative Planning
13
Creative Planning
Kansas
$47K -$201 -4 -0.5%
State Street
14
State Street
Massachusetts
$42K +$38.3K +764 New
SXL
15
Summit X LLC
Missouri
$32K
BWCS
16
Beirne Wealth Consulting Services
Connecticut
$28K
Morgan Stanley
17
Morgan Stanley
New York
$5K -$50 -1 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$5K
TRCT
19
Tower Research Capital (TRC)
New York
$5K +$2.81K +56 +130%
PSB
20
Piscataqua Savings Bank
New Hampshire
$2K
RAM
21
Riggs Asset Management
Pennsylvania
$2K
Bank of America
22
Bank of America
North Carolina
$2K +$50 +1 +3%
Wells Fargo
23
Wells Fargo
California
$1K
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$983
CQS
25
Credential Qtrade Securities
$452

SER Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q2 2021, worth a combined $7.48M — down 8.9% from $8.21M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SER and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was BlackRock, adding an estimated $62.5K. The largest seller was Renaissance Technologies, cutting an estimated $364K.

  • 33 institutional investors held Serina Therapeutics (SER) as of Q2 2021, down from 36 in Q1 2021.
  • Funds reported $7.48M of Serina Therapeutics stock for Q2 2021, down 8.9% quarter-over-quarter.
  • 2 funds opened new Serina Therapeutics positions in Q2 2021 and 5 closed out, a net change of -3 holders.
  • The largest Serina Therapeutics buyer in Q2 2021 was BlackRock, an estimated $62.5K added.
  • The largest Serina Therapeutics seller in Q2 2021 was Renaissance Technologies, an estimated $364K sold.

Based on aggregated 13F filings for Q2 2021.