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Serina Therapeutics
SER

21 hedge funds and large institutions have $1.96M invested in Serina Therapeutics in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

62% more funds holding

Funds holding: 13 → 21 (+8)

33% more capital invested

Capital invested by funds: $1.48M → $1.96M (+$483K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.96% less ownership

Funds ownership: 4.4% → 2.44% (-2%)

Holders
21
Holders Change
+8
Holders Change %
+61.54%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$231K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$224K
3
HighTower Advisors
HighTower Advisors
Illinois
+$221K
4
Millennium Management
Millennium Management
New York
+$213K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$21.5K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.83K
2
Wells Fargo
Wells Fargo
California
-$551
3
Morgan Stanley
Morgan Stanley
New York
-$59
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$816K – – –
WA
2
Waverly Advisors
Alabama
$225K +$231K +23,485 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$218K +$224K +22,747 New
HighTower Advisors
4
HighTower Advisors
Illinois
$215K +$221K +22,482 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$212K +$21.5K +2,181 +11%
Millennium Management
6
Millennium Management
New York
$208K +$213K +21,672 New
BlackRock
7
BlackRock
New York
$38.1K +$4.41K +448 +13%
TRCT
8
Tower Research Capital (TRC)
New York
$18.7K +$14.8K +1,507 +336%
UBS Group
9
UBS Group
Switzerland
$9.84K +$10.1K +1,022 +20,440%
SIS
10
Strategic Investment Solutions
Illinois
$405 +$2.46K +250 New
Bank of America
11
Bank of America
North Carolina
$297 +$305 +31 New
PSB
12
Piscataqua Savings Bank
New Hampshire
$268 +$276 +28 New
RAM
13
Riggs Asset Management
Pennsylvania
$230 – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$105 +$98 +10 +1,000%
Osaic Holdings
15
Osaic Holdings
Arizona
$103 +$39 +4 +57%
AFG
16
Albion Financial Group
Utah
$77 – – –
PP
17
Pacifica Partners
Canada
$58 +$79 +8 New
Morgan Stanley
18
Morgan Stanley
New York
$38 -$59 -6 -60%
Wells Fargo
19
Wells Fargo
California
$19 -$551 -56 -97%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$19 – – –
TCOV
21
Trust Company of Vermont
Vermont
$10 +$10 +1 New
Citigroup
22
Citigroup
New York
– -$8.83K -656 Closed

SER Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q2 2024, worth a combined $1.96M — up 33% from $1.48M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SER positions and 1 closed out — a net gain of 8 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $231K. The largest seller was Citigroup, exiting entirely with an estimated $8.83K sold.

  • 21 institutional investors held Serina Therapeutics (SER) as of Q2 2024, up from 13 in Q1 2024.
  • Funds reported $1.96M of Serina Therapeutics stock for Q2 2024, up 33% quarter-over-quarter.
  • 9 funds opened new Serina Therapeutics positions in Q2 2024 and 1 closed out, a net change of +8 holders.
  • The largest Serina Therapeutics buyer in Q2 2024 was Waverly Advisors, an estimated $231K added.
  • The largest Serina Therapeutics seller in Q2 2024 was Citigroup, an estimated $8.83K sold.

Based on aggregated 13F filings for Q2 2024.