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Serina Therapeutics

34 hedge funds and large institutions have $1.91M invested in Serina Therapeutics in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more funds holding

Funds holding: 3034 (+4)

0.01% more ownership

Funds ownership: 0.36%0.37% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

42% less capital invested

Capital invested by funds: $3.29M → $1.91M (-$1.37M)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% 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
5
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$1.15M
Vanguard Group
2
Vanguard Group
Pennsylvania
$270K +$1.75K +95 +0.5%
SPC
3
Sigma Planning Corp
Michigan
$110K +$55K +2,987 +58%
PGP
4
Prescott General Partners
Florida
$71.3K
BCM
5
Bridgeway Capital Management
Texas
$55.7K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$54.3K
BlackRock
7
BlackRock
New York
$47.9K -$4.01K -218 -6%
SWIG
8
Strategic Wealth Investment Group
Kentucky
$37.5K +$2.5K +136 +5%
Creative Planning
9
Creative Planning
Kansas
$27.2K -$110 -6 -0.3%
Northern Trust
10
Northern Trust
Illinois
$12.1K
VF
11
Virtu Financial
New York
$11K +$15K +816 New
State Street
12
State Street
Massachusetts
$10.3K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$9.57K +$313 +17 +2%
SXL
14
Summit X LLC
Missouri
$8.66K -$7.58K -412 -39%
Citadel Advisors
15
Citadel Advisors
Florida
$8.26K +$11.2K +610 New
BWCS
16
Beirne Wealth Consulting Services
Connecticut
$6.93K
LPL Financial
17
LPL Financial
California
$4.73K
Jane Street
18
Jane Street
New York
$4.44K +$6.04K +328 New
TRCT
19
Tower Research Capital (TRC)
New York
$4.13K -$1.29K -70 -19%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.25K -$74 -4 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$790
PSB
22
Piscataqua Savings Bank
New Hampshire
$380
RAM
23
Riggs Asset Management
Pennsylvania
$370 -$55 -3 -10%
Morgan Stanley
24
Morgan Stanley
New York
$340 +$221 +12 +92%
UBS Group
25
UBS Group
Switzerland
$238 +$202 +11 +157%

SER Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q4 2023, worth a combined $1.91M — down 42% from $3.29M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SER positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Sigma Planning Corp, adding an estimated $55K. The largest seller was Summit X LLC, cutting an estimated $7.58K.

  • 34 institutional investors held Serina Therapeutics (SER) as of Q4 2023, up from 30 in Q3 2023.
  • Funds reported $1.91M of Serina Therapeutics stock for Q4 2023, down 42% quarter-over-quarter.
  • 5 funds opened new Serina Therapeutics positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Serina Therapeutics buyer in Q4 2023 was Sigma Planning Corp, an estimated $55K added.
  • The largest Serina Therapeutics seller in Q4 2023 was Summit X LLC, an estimated $7.58K sold.

Based on aggregated 13F filings for Q4 2023.