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Serina Therapeutics
SER

25 hedge funds and large institutions have $2.01M invested in Serina Therapeutics in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 21 → 25 (+4)

2% more capital invested

Capital invested by funds: $1.96M → $2.01M (+$44.7K)

0.94% more ownership

Funds ownership: 2.44% → 3.38% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
5
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$349K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$178K
3
KP
Keel Point
Alabama
+$141K
4
Northern Trust
Northern Trust
Illinois
+$117K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.2K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$19.2K
2
TRCT
Tower Research Capital (TRC)
New York
-$9.13K
3
UBS Group
UBS Group
Switzerland
-$8.14K
4
BlackRock
BlackRock
New York
-$3.22K
5
SIS
Strategic Investment Solutions
Illinois
-$1.95K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$570K – – –
WA
2
Waverly Advisors
Alabama
$452K +$349K +44,007 +187%
Vanguard Group
3
Vanguard Group
Pennsylvania
$298K +$178K +22,368 +101%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$161K +$10.2K +1,279 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$150K -$381 -48 -0.2%
Millennium Management
6
Millennium Management
New York
$129K -$19.2K -2,416 -11%
KP
7
Keel Point
Alabama
$119K +$141K +17,774 New
Northern Trust
8
Northern Trust
Illinois
$98.9K +$117K +14,787 New
BlackRock
9
BlackRock
New York
$23.9K -$3.22K -406 -10%
TRCT
10
Tower Research Capital (TRC)
New York
$5.38K -$9.13K -1,151 -59%
PSB
11
Piscataqua Savings Bank
New Hampshire
$187 – – –
Bank of America
12
Bank of America
North Carolina
$161 -$56 -7 -23%
RAM
13
Riggs Asset Management
Pennsylvania
$161 – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$87 +$16 +2 +18%
Osaic Holdings
15
Osaic Holdings
Arizona
$66 -$8 -1 -9%
AFG
16
Albion Financial Group
Utah
$54 – – –
PP
17
Pacifica Partners
Canada
$54 – – –
Morgan Stanley
18
Morgan Stanley
New York
$54 +$32 +4 +100%
SIS
19
Strategic Investment Solutions
Illinois
$27 -$1.95K -246 -98%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$13 – – –
Wells Fargo
21
Wells Fargo
California
$13 – – –
DB
22
Danske Bank
Denmark
$13 +$16 +2 New
FCM
23
Fourpath Capital Management
Oklahoma
$13 +$16 +2 New
UBS Group
24
UBS Group
Switzerland
$7 -$8.14K -1,026 -100%
TCOV
25
Trust Company of Vermont
Vermont
$7 – – –

SER Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Serina Therapeutics (SER) for Q3 2024, worth a combined $2.01M — up 2.3% from $1.96M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SER positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Waverly Advisors, adding an estimated $349K. The largest seller was Millennium Management, cutting an estimated $19.2K.

  • 25 institutional investors held Serina Therapeutics (SER) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $2.01M of Serina Therapeutics stock for Q3 2024, up 2.3% quarter-over-quarter.
  • 4 funds opened new Serina Therapeutics positions in Q3 2024 and 0 closed out, a net change of +4 holders.
  • The largest Serina Therapeutics buyer in Q3 2024 was Waverly Advisors, an estimated $349K added.
  • The largest Serina Therapeutics seller in Q3 2024 was Millennium Management, an estimated $19.2K sold.

Based on aggregated 13F filings for Q3 2024.