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Serina Therapeutics

30 hedge funds and large institutions have $3.29M invested in Serina Therapeutics in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

0.01% more ownership

Funds ownership: 0.36%0.36% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 3230 (-2)

22% less capital invested

Capital invested by funds: $4.24M → $3.29M (-$950K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$2.04M
Vanguard Group
2
Vanguard Group
Pennsylvania
$475K
PGP
3
Prescott General Partners
Florida
$126K
SPC
4
Sigma Planning Corp
Michigan
$123K +$31.3K +1,185 +30%
BCM
5
Bridgeway Capital Management
Texas
$98.4K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$95.9K +$32.5K +1,229 +44%
BlackRock
7
BlackRock
New York
$89.7K +$79 +3 +0.1%
SWIG
8
Strategic Wealth Investment Group
Kentucky
$63K +$7.91K +299 +13%
Creative Planning
9
Creative Planning
Kansas
$48.2K -$344 -13 -0.6%
SXL
10
Summit X LLC
Missouri
$25.2K +$9.02K +341 +48%
Northern Trust
11
Northern Trust
Illinois
$21.4K
State Street
12
State Street
Massachusetts
$18.2K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$16.5K -$14.6K -551 -44%
BWCS
14
Beirne Wealth Consulting Services
Connecticut
$16.1K
TRCT
15
Tower Research Capital (TRC)
New York
$8.97K +$1.22K +46 +14%
LPL Financial
16
LPL Financial
California
$8.36K
SIS
17
Strategic Investment Solutions
Illinois
$7.11K +$7.01K +265 +6,625%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.3K +$106 +4 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.39K +$26 +1 +2%
RAM
20
Riggs Asset Management
Pennsylvania
$721
PSB
21
Piscataqua Savings Bank
New Hampshire
$680
Wells Fargo
22
Wells Fargo
California
$337
Morgan Stanley
23
Morgan Stanley
New York
$300
AFG
24
Albion Financial Group
Utah
$207
PP
25
Pacifica Partners
Canada
$199

SER Hedge Fund Activity: Q3 2023 in Review

30 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q3 2023, worth a combined $3.29M — down 22% from $4.24M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SER and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was Geode Capital Management, adding an estimated $32.5K. The largest seller was Susquehanna International Group, cutting an estimated $14.6K.

  • 30 institutional investors held Serina Therapeutics (SER) as of Q3 2023, down from 32 in Q2 2023.
  • Funds reported $3.29M of Serina Therapeutics stock for Q3 2023, down 22% quarter-over-quarter.
  • 0 funds opened new Serina Therapeutics positions in Q3 2023 and 2 closed out, a net change of -2 holders.
  • The largest Serina Therapeutics buyer in Q3 2023 was Geode Capital Management, an estimated $32.5K added.
  • The largest Serina Therapeutics seller in Q3 2023 was Susquehanna International Group, an estimated $14.6K sold.

Based on aggregated 13F filings for Q3 2023.