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Serina Therapeutics
SER

32 hedge funds and large institutions have $4.09M invested in Serina Therapeutics in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 0.36% → 0.36% (-0%)

9% less funds holding

Funds holding: 35 → 32 (-3)

23% less capital invested

Capital invested by funds: $5.28M → $4.09M (-$1.19M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
5
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$16.4K
2
SXL
Summit X LLC
Missouri
+$6.06K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.33K
4
TRCT
Tower Research Capital (TRC)
New York
+$3.76K
5
SWIG
Strategic Wealth Investment Group
Kentucky
+$2.39K

Top Sellers

1
VF
Virtu Financial
New York
-$36K
2
Jane Street
Jane Street
New York
-$31K
3
Millennium Management
Millennium Management
New York
-$14K
4
UBS Group
UBS Group
Switzerland
-$12.7K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$2.56M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$599K +$142 +5 +0%
BlackRock
3
BlackRock
New York
$165K -$2.36K -83 -1%
PGP
4
Prescott General Partners
Florida
$158K – – –
BCM
5
Bridgeway Capital Management
Texas
$145K – – –
SWIG
6
Strategic Wealth Investment Group
Kentucky
$98K +$2.39K +84 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$84K – – –
SPC
8
Sigma Planning Corp
Michigan
$75K -$455 -16 -0.6%
Creative Planning
9
Creative Planning
Kansas
$45K +$16.4K +575 +63%
DC
10
Defender Capital
North Carolina
$29K -$569 -20 -2%
SXL
11
Summit X LLC
Missouri
$28K +$6.06K +213 +29%
Northern Trust
12
Northern Trust
Illinois
$27K – – –
State Street
13
State Street
Massachusetts
$23K – – –
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$15K – – –
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$13K -$9.48K -333 -44%
Osaic Holdings
16
Osaic Holdings
Arizona
$6K -$28 -1 -1%
TRCT
17
Tower Research Capital (TRC)
New York
$5K +$3.76K +132 +307%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5K +$4.33K +152 New
Morgan Stanley
19
Morgan Stanley
New York
$3K -$85 -3 -3%
Citigroup
20
Citigroup
New York
$2K +$2.08K +73 New
RAM
21
Riggs Asset Management
Pennsylvania
$1K -$85 -3 -9%
Bank of America
22
Bank of America
North Carolina
$1K -$28 -1 -3%
CC
23
Corsicana & Co
Texas
$1K – – –
PSB
24
Piscataqua Savings Bank
New Hampshire
$1K – – –
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$541 – – –
1
2

SER Hedge Fund Activity: Q1 2022 in Review

32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q1 2022, worth a combined $4.09M — down 23% from $5.28M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SER and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Creative Planning, adding an estimated $16.4K. The largest seller was Virtu Financial, exiting entirely with an estimated $36K sold.

  • 32 institutional investors held Serina Therapeutics (SER) as of Q1 2022, down from 35 in Q4 2021.
  • Funds reported $4.09M of Serina Therapeutics stock for Q1 2022, down 23% quarter-over-quarter.
  • 2 funds opened new Serina Therapeutics positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest Serina Therapeutics buyer in Q1 2022 was Creative Planning, an estimated $16.4K added.
  • The largest Serina Therapeutics seller in Q1 2022 was Virtu Financial, an estimated $36K sold.

Based on aggregated 13F filings for Q1 2022.