Sera Prognostics
SERA
35 hedge funds and large institutions have $13.9M invested in Sera Prognostics in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
17% more funds holding
Funds holding: 30 → 35 (+5)
0.07% more ownership
Funds ownership: 29.31% → 29.39% (+0.07%)
2% less capital invested
Capital invested by funds: $14.2M → $13.9M (-$284K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$480K |
| 2 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$356K |
| 3 |
SGM
Skye Global Management
West Palm Beach,
Florida
|
+$242K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$191K |
| 5 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGM
Parian Global Management
Pound Ridge,
New York
|
-$1.15M |
| 2 |
AIC
AWM Investment Company
New York
|
-$213K |
| 3 |
Millennium Management
New York
|
-$87.3K |
| 4 |
Renaissance Technologies
New York
|
-$83.9K |
| 5 |
E
Ergoteles
New York
|
-$40K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $16K | +$14.3K | +7,092 | +261% |
|
|
SBH
27
Segall Bryant & Hamill
Chicago,
Illinois
| $16K | +$20.2K | +10,000 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $13K | +$413 | +205 | +3% |
|
29
JP Morgan Chase
New York
| $3K | +$1.43K | +711 | +49% |
|
30
BNP Paribas Financial Markets
Paris,
France
| $2.1K | +$2.64K | +1,310 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $2K | – | – | – |
|
32
Citigroup
New York
| $1K | -$325 | -161 | -27% |
|
|
E
33
Ergoteles
New York
| – | -$40K | -24,400 | Closed |
|
34
Goldman Sachs
New York
| – | -$17K | -10,124 | Closed |
|
|
SIAP
35
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$2K | -1,100 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$361 | -179 | -32% |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$244 | -121 | -88% |
|
|
CUAMC
38
China Universal Asset Management Company
Shanghai,
China
| – | +$558 | +277 | New |
|
SERA Hedge Fund Activity: Q3 2022 in Review
35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q3 2022, worth a combined $13.9M — down 2% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SERA positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $480K. The largest seller was Parian Global Management, cutting an estimated $1.15M.
- 35 institutional investors held Sera Prognostics (SERA) as of Q3 2022, up from 30 in Q2 2022.
- Funds reported $13.9M of Sera Prognostics stock for Q3 2022, down 2% quarter-over-quarter.
- 10 funds opened new Sera Prognostics positions in Q3 2022 and 4 closed out, a net change of +6 holders.
- The largest Sera Prognostics buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $480K added.
- The largest Sera Prognostics seller in Q3 2022 was Parian Global Management, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2022.