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Sera Prognostics
SERA

35 hedge funds and large institutions have $36.2M invested in Sera Prognostics in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

309% more capital invested

Capital invested by funds: $8.86M → $36.2M (+$27.4M)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

21% more funds holding

Funds holding: 29 → 35 (+6)

8.4% more ownership

Funds ownership: 23.78% → 32.18% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
9
Reduced
2
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBA
Baker Bros. Advisors
New York
+$4.17M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.44M
3
SMH
Sanders Morris Harris
Texas
+$1.15M
4
EI
EAM Investors
California
+$1.02M
5
BCM
Bridgeway Capital Management
Texas
+$193K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$820K
2
SGM
Skye Global Management
Florida
-$419K
3
AIC
AWM Investment Company
New York
-$211K
4
Renaissance Technologies
Renaissance Technologies
New York
-$33K
5
PCIA
Prime Capital Investment Advisors
Kansas
-$26.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Aspiriant LLC
California
$63.1K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$49.8K +$34.1K +12,997 New
Charles Schwab
28
Charles Schwab
California
$46K +$31.5K +12,000 New
TAM
29
Tucker Asset Management
Colorado
$45.3K +$31.1K +11,827 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$38.8K +$26.6K +10,136 New
SBH
31
Segall Bryant & Hamill
Illinois
$38K – – –
Morgan Stanley
32
Morgan Stanley
New York
$21.4K +$6.27K +2,387 +75%
JP Morgan Chase
33
JP Morgan Chase
New York
$4K – – –
Wells Fargo
34
Wells Fargo
California
$360 -$820K -312,161 -100%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$270 – – –
SGM
36
Skye Global Management
Florida
– -$419K -332,500 Closed
AIC
37
AWM Investment Company
New York
– -$211K -171,640 Closed
Renaissance Technologies
38
Renaissance Technologies
New York
– -$33K -26,400 Closed
PCIA
39
Prime Capital Investment Advisors
Kansas
– -$26.5K -21,000 Closed
Millennium Management
40
Millennium Management
New York
– -$21K -16,929 Closed
E
41
Ergoteles
New York
– -$14.8K -12,018 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$6K -4,563 Closed
Citigroup
43
Citigroup
New York
– -$112 -91 Closed
Bank of America
44
Bank of America
North Carolina
– -$60 -48 Closed
1
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SERA Hedge Fund Activity: Q1 2023 in Review

35 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q1 2023, worth a combined $36.2M — up 309% from $8.86M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SERA positions and 9 closed out — a net gain of 6 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Baker Bros. Advisors, adding an estimated $4.17M. The largest seller was Wells Fargo, cutting an estimated $820K.

  • 35 institutional investors held Sera Prognostics (SERA) as of Q1 2023, up from 29 in Q4 2022.
  • Funds reported $36.2M of Sera Prognostics stock for Q1 2023, up 309% quarter-over-quarter.
  • 15 funds opened new Sera Prognostics positions in Q1 2023 and 9 closed out, a net change of +6 holders.
  • The largest Sera Prognostics buyer in Q1 2023 was Baker Bros. Advisors, an estimated $4.17M added.
  • The largest Sera Prognostics seller in Q1 2023 was Wells Fargo, an estimated $820K sold.

Based on aggregated 13F filings for Q1 2023.