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Serina Therapeutics

31 hedge funds and large institutions have $2.75M invested in Serina Therapeutics in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 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: 11 (0)

0% less ownership

Funds ownership: 0.36%0.36% (-0%)

3% less funds holding

Funds holding: 3231 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

33% less capital invested

Capital invested by funds: $4.09M → $2.75M (-$1.34M)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$1.73M
Vanguard Group
2
Vanguard Group
Pennsylvania
$403K -$891 -33 -0.2%
PGP
3
Prescott General Partners
Florida
$107K
BCM
4
Bridgeway Capital Management
Texas
$98K
BlackRock
5
BlackRock
New York
$80K -$41.5K -1,537 -28%
SPC
6
Sigma Planning Corp
Michigan
$67K +$22.3K +825 +33%
SWIG
7
Strategic Wealth Investment Group
Kentucky
$61K -$7.05K -261 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$57K +$1.11K +41 +1%
Creative Planning
9
Creative Planning
Kansas
$42K +$15.3K +568 +38%
SXL
10
Summit X LLC
Missouri
$19K
Northern Trust
11
Northern Trust
Illinois
$18K
State Street
12
State Street
Massachusetts
$15K -$54 -2 -0.3%
Millennium Management
13
Millennium Management
New York
$14K +$18.8K +698 New
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$10K
Citadel Advisors
15
Citadel Advisors
Florida
$9K +$12.3K +455 New
LPL Financial
16
LPL Financial
California
$8K +$10K +371 New
TRCT
17
Tower Research Capital (TRC)
New York
$6K +$2.75K +102 +58%
TSS
18
Two Sigma Securities
New York
$6K +$8.34K +309 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2K
Bank of America
20
Bank of America
North Carolina
$1K
CC
21
Corsicana & Co
Texas
$1K
PSB
22
Piscataqua Savings Bank
New Hampshire
$1K
RAM
23
Riggs Asset Management
Pennsylvania
$1K
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$192 -$243 -9 -50%
DC
25
Defender Capital
North Carolina
-$29K -969 Closed

SER Hedge Fund Activity: Q2 2022 in Review

31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q2 2022, worth a combined $2.75M — down 33% from $4.09M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SER and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Sigma Planning Corp, adding an estimated $22.3K. The largest seller was BlackRock, cutting an estimated $41.5K.

  • 31 institutional investors held Serina Therapeutics (SER) as of Q2 2022, down from 32 in Q1 2022.
  • Funds reported $2.75M of Serina Therapeutics stock for Q2 2022, down 33% quarter-over-quarter.
  • 4 funds opened new Serina Therapeutics positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest Serina Therapeutics buyer in Q2 2022 was Sigma Planning Corp, an estimated $22.3K added.
  • The largest Serina Therapeutics seller in Q2 2022 was BlackRock, an estimated $41.5K sold.

Based on aggregated 13F filings for Q2 2022.