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Serina Therapeutics

32 hedge funds and large institutions have $4.24M invested in Serina Therapeutics in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $3.15M → $4.24M (+$1.08M)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

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

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
4
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$2.68M
Vanguard Group
2
Vanguard Group
Pennsylvania
$624K
PGP
3
Prescott General Partners
Florida
$165K
BCM
4
Bridgeway Capital Management
Texas
$129K -$15.2K -711 -15%
SPC
5
Sigma Planning Corp
Michigan
$125K +$5.18K +242 +6%
BlackRock
6
BlackRock
New York
$118K +$21 +1 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$87.3K
SWIG
8
Strategic Wealth Investment Group
Kentucky
$73.3K -$2.4K -112 -5%
Creative Planning
9
Creative Planning
Kansas
$63.7K -$599 -28 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$39K +$7.94K +371 +43%
Northern Trust
11
Northern Trust
Illinois
$28.2K
State Street
12
State Street
Massachusetts
$23.9K
SXL
13
Summit X LLC
Missouri
$22.3K -$4.56K -213 -23%
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$16.1K
LPL Financial
15
LPL Financial
California
$11K -$364 -17 -5%
TRCT
16
Tower Research Capital (TRC)
New York
$10.3K -$1.2K -56 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$9.56K -$1.67K -78 -20%
UBS Group
18
UBS Group
Switzerland
$5.06K +$3.42K +160 +16,000%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.89K -$21 -1 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.8K +$1.22K +57 New
RAM
21
Riggs Asset Management
Pennsylvania
$947
PSB
22
Piscataqua Savings Bank
New Hampshire
$890
Wells Fargo
23
Wells Fargo
California
$441 -$193 -9 -39%
Morgan Stanley
24
Morgan Stanley
New York
$394 -$21 -1 -7%
AFG
25
Albion Financial Group
Utah
$272

SER Hedge Fund Activity: Q2 2023 in Review

32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q2 2023, worth a combined $4.24M — up 34% from $3.15M a quarter earlier.

Fund positioning in SER was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $7.94K. The largest seller was Bridgeway Capital Management, cutting an estimated $15.2K.

  • 32 institutional investors held Serina Therapeutics (SER) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $4.24M of Serina Therapeutics stock for Q2 2023, up 34% quarter-over-quarter.
  • 2 funds opened new Serina Therapeutics positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest Serina Therapeutics buyer in Q2 2023 was Susquehanna International Group, an estimated $7.94K added.
  • The largest Serina Therapeutics seller in Q2 2023 was Bridgeway Capital Management, an estimated $15.2K sold.

Based on aggregated 13F filings for Q2 2023.