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Serina Therapeutics

13 hedge funds and large institutions have $1.48M invested in Serina Therapeutics in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.02% more ownership

Funds ownership: 0.37%4.4% (+4%)

23% less capital invested

Capital invested by funds: $1.91M → $1.48M (-$433K)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less funds holding

Funds holding: 3413 (-21)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

95% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 20

Holders
13
Holders Change
-21
Holders Change %
-61.76%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
2
Reduced
8
Closed
20
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
$269K -$28 -2 -0%
BlackRock
3
BlackRock
New York
$47.5K -$56 -4 -0.1%
Citigroup
4
Citigroup
New York
$8.83K +$9.18K +656 New
TRCT
5
Tower Research Capital (TRC)
New York
$6.03K +$2K +143 +47%
Wells Fargo
6
Wells Fargo
California
$781 +$629 +45 +346%
RAM
7
Riggs Asset Management
Pennsylvania
$324 -$42 -3 -11%
Morgan Stanley
8
Morgan Stanley
New York
$135 -$210 -15 -60%
AFG
9
Albion Financial Group
Utah
$108 -$14 -1 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$89 -$1.19K -85 -92%
UBS Group
11
UBS Group
Switzerland
$67 -$182 -13 -72%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$27
JP Morgan Chase
13
JP Morgan Chase
New York
$13 -$797 -57 -98%
SPC
14
Sigma Planning Corp
Michigan
-$110K -8,144 Closed
PGP
15
Prescott General Partners
Florida
-$71.3K -5,265 Closed
BCM
16
Bridgeway Capital Management
Texas
-$55.7K -4,116 Closed
Geode Capital Management
17
Geode Capital Management
Massachusetts
-$54.3K -4,009 Closed
Creative Planning
18
Creative Planning
Kansas
-$27.2K -2,010 Closed
Northern Trust
19
Northern Trust
Illinois
-$12.1K -897 Closed
VF
20
Virtu Financial
New York
-$11K -816 Closed
State Street
21
State Street
Massachusetts
-$10.3K -762 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$9.57K -707 Closed
SXL
23
Summit X LLC
Missouri
-$8.66K -640 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$8.26K -610 Closed
BWCS
25
Beirne Wealth Consulting Services
Connecticut
-$6.93K -512 Closed

SER Hedge Fund Activity: Q1 2024 in Review

13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q1 2024, worth a combined $1.48M — down 23% from $1.91M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SER and 1 opened new positions — a net loss of 19 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Citigroup, opening a new position worth an estimated $9.18K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $110K sold.

  • 13 institutional investors held Serina Therapeutics (SER) as of Q1 2024, down from 34 in Q4 2023.
  • Funds reported $1.48M of Serina Therapeutics stock for Q1 2024, down 23% quarter-over-quarter.
  • 1 fund opened new Serina Therapeutics positions in Q1 2024 and 20 closed out, a net change of -19 holders.
  • The largest Serina Therapeutics buyer in Q1 2024 was Citigroup, an estimated $9.18K added.
  • The largest Serina Therapeutics seller in Q1 2024 was Sigma Planning Corp, an estimated $110K sold.

Based on aggregated 13F filings for Q1 2024.