Sera Prognostics
SERA
29 hedge funds and large institutions have $8.86M invested in Sera Prognostics in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.6% less ownership
Funds ownership: 29.39% → 23.78% (-5.6%)
17% less funds holding
Funds holding: 35 → 29 (-6)
36% less capital invested
Capital invested by funds: $13.9M → $8.86M (-$5.05M)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
86% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$199K |
| 2 |
RCA
Riverview Capital Advisers
Boston,
Massachusetts
|
+$137K |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$78.1K |
| 4 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$71.2K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$2.22M |
| 2 |
SGM
Skye Global Management
West Palm Beach,
Florida
|
-$273K |
| 3 |
AIC
AWM Investment Company
New York
|
-$97.5K |
| 4 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$89K |
| 5 |
Renaissance Technologies
New York
|
-$57.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $4.02K | -$9.97K | -7,058 | -69% |
|
27
JP Morgan Chase
New York
| $1K | -$1.69K | -1,199 | -56% |
|
28
Citigroup
New York
| $112 | -$482 | -341 | -79% |
|
29
Bank of America
Charlotte,
North Carolina
| $60 | -$467 | -331 | -87% |
|
|
SMH
30
Sanders Morris Harris
Houston,
Texas
| – | -$2.22M | -1,389,573 | Closed |
|
|
RCM
31
Requisite Capital Management
Dallas,
Texas
| – | -$89K | -55,648 | Closed |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$38K | -23,527 | Closed |
|
|
LSC
33
Lesa Sroufe & Co
Seattle,
Washington
| – | -$26K | -16,506 | Closed |
|
34
Citadel Advisors
Miami,
Florida
| – | -$20K | -12,558 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$16K | -9,805 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -1,550 | Closed |
|
37
BNP Paribas Financial Markets
Paris,
France
| – | -$2.1K | -1,310 | Closed |
|
SERA Hedge Fund Activity: Q4 2022 in Review
29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q4 2022, worth a combined $8.86M — down 36% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SERA and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 2 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $199K. The largest seller was Sanders Morris Harris, exiting entirely with an estimated $2.22M sold.
- 29 institutional investors held Sera Prognostics (SERA) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $8.86M of Sera Prognostics stock for Q4 2022, down 36% quarter-over-quarter.
- 5 funds opened new Sera Prognostics positions in Q4 2022 and 10 closed out, a net change of -5 holders.
- The largest Sera Prognostics buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $199K added.
- The largest Sera Prognostics seller in Q4 2022 was Sanders Morris Harris, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2022.