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Serina Therapeutics

28 hedge funds and large institutions have $2.66M invested in Serina Therapeutics in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

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

0% less capital invested

Capital invested by funds: $2.67M → $2.66M (-$10.5K)

10% less funds holding

Funds holding: 3128 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$1.65M
Vanguard Group
2
Vanguard Group
Pennsylvania
$385K -$864 -41 -0.2%
PGP
3
Prescott General Partners
Florida
$102K
BCM
4
Bridgeway Capital Management
Texas
$93.7K
SPC
5
Sigma Planning Corp
Michigan
$74.5K +$10.7K +506 +15%
BlackRock
6
BlackRock
New York
$72.8K -$105 -5 -0.1%
SWIG
7
Strategic Wealth Investment Group
Kentucky
$60.5K +$2.65K +126 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$54K -$148 -7 -0.2%
Creative Planning
9
Creative Planning
Kansas
$39.9K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$28.9K +$31.4K +1,489 New
SXL
11
Summit X LLC
Missouri
$19K +$295 +14 +2%
Northern Trust
12
Northern Trust
Illinois
$17.4K
State Street
13
State Street
Massachusetts
$14.8K
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$9.93K
TRCT
15
Tower Research Capital (TRC)
New York
$9K +$2.78K +132 +38%
UBS Group
16
UBS Group
Switzerland
$7.43K +$8.07K +383 +38,300%
LPL Financial
17
LPL Financial
California
$7.12K +$63 +3 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$2K
RAM
19
Riggs Asset Management
Pennsylvania
$585
PSB
20
Piscataqua Savings Bank
New Hampshire
$550
Wells Fargo
21
Wells Fargo
California
$445
ASN
22
Advisory Services Network
Georgia
$304 +$337 +16 New
Morgan Stanley
23
Morgan Stanley
New York
$245 +$84 +4 +44%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$184
AFG
25
Albion Financial Group
Utah
$168

SER Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q4 2022, worth a combined $2.66M — down 0.39% from $2.67M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SER and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $31.4K. The largest seller was Virtu Financial, exiting entirely with an estimated $12K sold.

  • 28 institutional investors held Serina Therapeutics (SER) as of Q4 2022, down from 31 in Q3 2022.
  • Funds reported $2.66M of Serina Therapeutics stock for Q4 2022, down 0.39% quarter-over-quarter.
  • 2 funds opened new Serina Therapeutics positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest Serina Therapeutics buyer in Q4 2022 was Susquehanna International Group, an estimated $31.4K added.
  • The largest Serina Therapeutics seller in Q4 2022 was Virtu Financial, an estimated $12K sold.

Based on aggregated 13F filings for Q4 2022.